Investment Analytics
Investment Management
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Investment Analytics
Investment Management
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Contact Us

Investment Analytics

Our offerings provide clients across the Structured Investments product supply chain with tools and services that quantify the risk and reward profile of products by analyzing potential outcome rather than defining headline terms.

Who We Help

Providing the key decision makers with tools to support their product analyses and offerings

Providing data solutions to all parts of the Structured Investments product supply chain
Wealth Management Home Offices
Arrow provides analytical tools designed to help evaluate and select high quality product options for their advisors
Financial Advisors
Arrow provides a wide set of investment metrics that support the investment selection process
Compliance Divisions
Arrow creates analytical frameworks that create or enhance the guardrails that protect these complex businesses
Our Products

Streamlined solutions for sophisticated strategies

Robust online analytics platform

Arrow offers a robust online analytics platform that allows for in-depth product analysis during the discovery phase, during the marketing period, and during the lifecycle of the investment.

Build

Price and generate investment analytics for multiple products so that iterations can be compared and evaluated quickly and efficiently.

Trade

Monitor how the fair value of a product moves during its marketing period and break down that movement into its components.

Review

Compare current analytics to analytics of a new product so that the decision of whether to hold or sell becomes more transparent and objective.

Markets

Monitor the parts of the market that are most relevant to Structured Investment valuations.

Full suite of investment analytics

Arrow offers a wide variety of investment metrics that quantify the risk and return profile of a product
Return Metrics
Risk Metrics
Arrow Risk-Adjusted Ratios

Comprehensive product approval framework

Arrow offers a comprehensive customizable product approval framework that enables the evaluation of products based on analytical components.
Risk and Return Metrics
Issuer Evaluation
Underlying Evaluation
Fair Value Analysis
Benchmarking

Arrow Data Set

To perform the objective quantitative analysis that Arrow provides for all products, Arrow creates an independent data set of hundreds of thousands of simulated product outcomes across hundreds of thousands of unique market pathways to calculate key metrics for product analysis.
Testimonial

LPL Financial

We partnered with Arrow to design a custom product approval framework that leverages components such as risk and return metric thresholds, independent fair value analysis, and relative benchmarking. With the implementation of this framework, LPL has elevated the guardrails around the business and offers products to our Advisors with an increased level of confidence.
Scott Minnig

Head of Structured Products Sales & Trading

Contact Us

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a member of our team

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