Hedgeweek Names CurAlea Associates LLC Best Risk Management Software Firm

 

July 12, 2012

 

Princeton, NJ  - CurAlea Associates LLC has been named the Best Risk Management Software Firm in the annual Hedgeweek USA Awards announced June 28, 2012.  The annual Hedgeweek USA Awards recognise excellence among hedge fund managers and service providers around the world as determined by the votes of Hedgeweek's 40,000 subscribers.

 

CurAlea Associates LLC was established by Seb Calabro and Peter Ort in 2010 to provide risk advisory services to hedge funds and other buyside clients.  The firm delivers high touch, high value-added services to clients via both quantitative portfolio risk analyses and qualitative interpretations of portfolio risk.  CurAlea's hedge fund clients typically employ fundamental investment strategies with a focus on liquid securities.

 

Prior to establishing CurAlea, Calabro and Ort spent many years at both hedge funds and hedge funds of funds, giving them insight into hedge fund portfolio construction and risk management and the ever growing requirements and demands of hedge fund allocators.

CurAlea offers a customizable risk solution and can work either in a completely outsourced manner or can implement the CurAlea RiskSuite, an automated risk engine and reporting software package to facilitate more frequent assessments of a client's portfolio risk profile.  The firm has also been engaged for one time risk consulting projects to help clients solve specific challenges or to help them select and implement third party risk management solutions.

 

Regarding CurAlea's risk advisory service, Ort offered the following comments: "Our approach is that there is no one right way to manage money, construct a portfolio, or manage portfolio risk.  Different hedge funds have different investment philosophies, risk/return objectives, and loss tolerances.  For a risk management philosophy and process to be effective, they must be in sync with the hedge fund's investment philosophy.  Risk management should also be objective, which is why an outsourced solution works well for our clients.  It's also important to recognize that all quantitative analyses have inherent flaws, which is why we provide qualitative interpretations of portfolio risks to suggest where specific models may be understating or overstating portfolio risk depending on the market environment."

 

On winning the Hedgeweek Award as best risk management software firm, Ort says: "What's most rewarding is that the selection process for the award was driven by our clients."

 

Click here to read the Hedgeweek article

CurAlea Associates - Excellence in Risk Management Software Firm

 

March 5, 2013

 

CurAlea Associates LLC has been named the Best Risk Management Software Firm for the second consecutive year. The Hedgeweek USA Awards recognise excellence among hedge fund managers and service providers around the world as determined by the votes of Hedgeweek’s 41,000 subscribers.

 

CurAlea won IAIR HEDGE FUNDS AWARDS as Excellence in Risk Management Software USA with the following motivation: "For the ability to maximize return, minimize portfolio risks, for monitoring portfolio balance matching its liquidity to the investors’ needs and, last but not least, to provide tailor-made solutions to every project".

The global prize for excellences in global finance and global economy was held on 22nd February 2013 in Hong Kong, at the prestigious Sheraton Hotel & Towers.

CurAlea commented: “We are delighted to receive the IAIR Hedge Fund Award for Excellence in Risk Management Software and to be recognized for the customized solutions that we deliver to our clients.”

 

Click here to visit the IAIR Article 

CurAlea Associates LLC Named Best Risk Management Software Provider

 

June 23, 2013

 

CurAlea Associates LLC has been named the Best Risk Management Software Firm for the second consecutive year. The Hedgeweek USA Awards recognise excellence among hedge fund managers and service providers around the world as determined by the votes of Hedgeweek’s 41,000 subscribers.

 

PRINCETON – CurAlea Associates LLC has been named the 2014 Risk Management Firm of the Year by the publishers of Acquisition International Magazine in the annual International Hedge Fund Awards announced February 6, 2014.  These global awards recognize the outstanding achievements of individuals and companies within the hedge funds industry.

 

CurAlea Associates LLC has been named the Best Risk Management Software Firm for the second consecutive year. The Hedgeweek USA Awards recognise excellence among hedge fund managers and service providers around the world as determined by the votes of Hedgeweek’s 41,000 subscribers.

Princeton, New Jersey-based CurAlea Associates LLC was established in 2010 by Seb Calabro and Peter Ort (pictured) to provide risk advisory services to hedge funds and other buyside clients. The firm delivers high touch, high value-added services to clients via quantitative portfolio risk analyses and qualitative interpretations of portfolio risk.

 

CurAlea’s hedge fund clients are principally fundamental equity long/short managers and have aggregate AUM of approximately USD30 billion. While hedge funds remain the primary area of the firm’s focus, CurAlea has also been retained by banks and family offices for hedge fund due diligence, risk analysis, and asset allocation consulting. CurAlea works with clients on a project specific basis and on an ongoing retainer basis.

Ort notes that falling correlations across asset classes and among sectors and stocks have provided a favourable backdrop for CurAlea’s hedge fund clients in 2012 and 2013. “This provides a better environment for stock picking and generating alpha,” says Ort. He further notes that recent low levels of realised volatility cause traditional portfolio risk estimates such as VaR to understate potential losses and that hedge fund managers should focus more on stress tests and scenario analyses in this environment.

 

As part of its ongoing risk consulting services, CurAlea helps hedge fund managers better understand both aggregate portfolio risks as well as risk contribution at the sector and position level. CurAlea also offers perspective on whether client portfolio risk levels are consistent with their long term return objectives. Importantly, CurAlea has the ability to customise its analysis to meet specific client needs and requests.

Ort notes that CurAlea seeks to add value not only in each portfolio analysis, but also in a temporal risk analysis that shows a portfolio manager’s ‘risk footprint’ over time. “As we are now in our third year with some of our clients, we have accumulated enough data to show how a PM’s risk profile has changed over time and in different market environments,” says Ort. “Volatility levels at the end of Q1 this year were similar to last year. If a manager’s risk profile is materially different from 12 months ago we can explore the reasons why. What were they thinking about differently last year? That’s a useful conversation to have.”

 

CurAlea spends a fair amount of time with clients on how to size positions in a risk efficient fashion. Most clients use CurAlea’s analysis as another tool in their portfolio construction process. When CurAlea’s analysis is consistent with the PM’s conviction level based on their fundamental analysis, it can give the PM more confidence to adjust a position size. “Some managers use our analysis to make active changes in their portfolio whereas others prefer to use it as an additional tool in their overall risk framework,” says Ort.

 

On winning the award as best risk management software firm for the second consecutive year, Ort articulates: “It is particularly rewarding to win the Hedgeweek Award again because the selection process for the award is driven by our clients.”

 

Click here to read the Hedgeweek article

Acquisition International Hedge Fund Awards 2014

Risk Management Firm of the Year - CurAlea Associates LLC

PRINCETON – CurAlea Associates LLC has been named the 2014 Risk Management Firm of the Year by the publishers of Acquisition International Magazine in the annual International Hedge Fund Awards announced February 6, 2014.  These global awards recognize the outstanding achievements of individuals and companies within the hedge funds industry.

 

AI’s Hedge Fund Awards identify and honor success, innovation and ethics across international communities.  The awards are given solely on merit and are awarded to commend those most deserving for outstanding work over the last 12 months. The awards recognize leaders in their respective fields and, crucially, are nominated by their clients and their peers.

 

Princeton, New Jersey based CurAlea Associates LLC was established in 2010 to provide risk advisory services to hedge funds and family offices.  The firm delivers high touch, high value-added services to clients via quantitative portfolio risk analyses and qualitative interpretations of portfolio risk.

 

CurAlea's hedge fund clients are principally fundamental equity long/short managers and have aggregate AUM of approximately $40 billion.  While hedge funds remain the primary area of the firm’s focus, CurAlea has also been retained by banks and family offices for hedge fund due diligence, risk analysis, and asset allocation consulting.  CurAlea works with clients on a project specific basis and on an ongoing retainer basis.

 

As part of its ongoing risk consulting services, CurAlea helps hedge fund managers better understand both aggregate portfolio risks as well as risk contribution at the sector and position level.  CurAlea also offers perspective on whether client portfolio risk levels are consistent with their long term return objectives.  Importantly, CurAlea has the ability to customize its analysis to meet specific client needs and requests.

On winning the award, co-founder Seb Calabro said: “We are delighted to be recognized by Acquisition International and our clients.  We are proud of the customized risk advisory and software solutions that we provide to our clients and it is rewarding to be named the Risk Management Firm of the Year.”

Acquisition International - Best for Hedge Fund Focused Risk Management – New York












In March 2015, CurAlea Associates was named Best for Hedge Fund Focused Risk Management – New York in the 2015 Acquisition International Business Excellence Awards. 

Voted for by a worldwide network of professionals, advisers, clients, peers and business insiders, the Acquisition International Business Excellence Awards celebrate the individuals and firms whose commitment to excellence sees them exceeding clients’ expectations on a daily basis while setting the bar for others in their industry. 

Through these awards, Acquisition International looks to identify and honor the most respected companies and their C-level executives, while recognizing and rewarding outstanding success, innovation and ethics across international business communities.

Acquisition International 2014 M&A Awards

Hedge Fund Risk Management Firm of the Year - USA - CurAlea Associates LLC

PRINCETON – CurAlea Associates LLC has been named the 2014 Hedge Fund Risk Management Firm of the Year - USA by the publishers of Acquisition International Magazine in the annual M&A Awards announced April 24, 2014.  The awards are given solely on merit and are presented to commend those most deserving for exceptional service over the last 12 months.

 

Princeton, New Jersey based CurAlea Associates LLC was established in 2010 to provide risk advisory services to hedge funds and family offices.  The firm delivers high touch, high value-added services to clients via quantitative portfolio risk analyses and qualitative interpretations of portfolio risk.

 

CurAlea's hedge fund clients are principally fundamental equity long/short managers and have aggregate AUM of approximately $45 billion.  While hedge funds remain the primary area of the firm’s focus, CurAlea has also been retained by banks and family offices for hedge fund due diligence, risk analysis, and asset allocation consulting.  CurAlea works with clients on a project specific basis and on an ongoing retainer basis.

 

As part of its ongoing risk consulting services, CurAlea helps hedge fund managers better understand both aggregate portfolio risks as well as risk contribution at the sector and position level.  CurAlea also offers perspective on whether client portfolio risk levels are consistent with their long term return objectives.  Importantly, CurAlea has the ability to customize its analysis to meet specific client needs and requests.

 

On winning the award, co-founder Pete Ort said: “We are delighted to be recognized once again by Acquisition International and our clients.  We are proud of the customized risk advisory and software solutions that we provide to our clients and it is rewarding to be named the Hedge Fund Risk Management Firm of the Year - USA.”

Corporate LiveWire - Excellence in Hedge Fund Risk & Due Diligence – USA














In February 2015, CurAlea Associates was recognized for Excellence in Hedge Fund Risk & Due Diligence - USA in the 2015 Corporate LiveWire Innovation & Excellence Awards. 

The Corporate LiveWire Awards represent the pinnacle of business achievement, championing the best in their respective fields. All winners of the Innovation & Excellence awards are subject to the same rigorous assessment criteria, carried out by experienced in-house professionals. This ensures that only the most deserving firms and individuals walk away with one of these prestigious accolades and gain a place in the awards winners’ guide, which is distributed to over 1.5 million business executives.

US Trade & Commerce Institute 2013 New Jersey Excellence Awards

CurAlea Associates LLC – 2013 New Jersey Excellence Award Recipient

PRINCETON – CurAlea Associates LLC has been selected as a recipient of the 2013 New Jersey Excellence Award by the US Trade & Commerce Institute announced May 1, 2014. 

 

USTCI’s panel of industry executives and consultants oversees an annual survey commissioned by the USTCI on various industries and determines which companies meet and exceed the industry benchmarks that have been set forth.

Princeton, New Jersey based CurAlea Associates LLC was established in 2010 to provide risk advisory services to hedge funds and family offices.  The firm delivers high touch, high value-added services to clients via quantitative portfolio risk analyses and qualitative interpretations of portfolio risk.

 

CurAlea's hedge fund clients are principally fundamental equity long/short managers and have aggregate AUM of approximately $45 billion.  While hedge funds remain the primary area of the firm’s focus, CurAlea has also been retained by banks and family offices for hedge fund due diligence, risk analysis, and asset allocation consulting.  CurAlea works with clients on a project specific basis and on an ongoing retainer basis.

 

As part of its ongoing risk consulting services, CurAlea helps hedge fund managers better understand both aggregate portfolio risks as well as risk contribution at the sector and position level.  CurAlea also offers perspective on whether client portfolio risk levels are consistent with their long term return objectives.  Importantly, CurAlea has the ability to customize its analysis to meet specific client needs and requests.

 

On winning the award, co-founder Seb Calabro said: “We are delighted to be recognized by the US Trade and Commerce Institute and our clients.  We are proud of the customized risk advisory and software solutions that we provide to our clients and it is rewarding to be selected for this award.”

Acquisition International - Best for Risk Management – New Jersey













In November 2014, CurAlea Associates was named Best for Risk Management – New Jersey in the 2015 Acquisition International Hedge Fund Awards. 

Now in their third year, the Acquisition International Hedge Fund Awards were created to highlight excellence, best practice and innovation across the asset class, and to win one of these prestigious awards is a stamp of business excellence, integrity and leadership. Acquisition International receives thousands of nominations from industry experts, clients, and peers and spends months gathering votes, painstakingly researching all nominees, and collating all relevant information so that they can fairly and accurately determine the winners.

Acquisition International 2014 Business Excellence Awards

Risk & Due Diligence Advisory Firm of the Year - CurAlea Associates LLC

PRINCETON – CurAlea Associates LLC has been named the 2014 Risk & Due Diligence Advisory Firm of the Year by the publishers of Acquisition International Magazine in the annual Business Excellence Awards announced July 3, 2014. 

 

Voted for by a worldwide network of professionals, advisers, clients, peers and business insiders, the Acquisition International Business Excellence Awards celebrate the individuals and firms whose commitment to excellence sees them exceeding clients’ expectations on a daily basis while setting the bar for others in their industry. 

 

Princeton, New Jersey based CurAlea Associates LLC was established in 2010 to provide risk advisory services to hedge funds and family offices.  The firm delivers high touch, high value-added services to clients via quantitative portfolio risk analyses and qualitative interpretations of portfolio risk.

 

CurAlea's hedge fund clients are principally fundamental equity long/short managers and have aggregate AUM of approximately $45 billion.  While hedge funds remain the primary area of the firm’s focus, CurAlea has also been retained by banks and family offices for hedge fund due diligence, risk analysis, and asset allocation consulting.  CurAlea works with clients on a project specific basis and on an ongoing retainer basis.

 

As part of its ongoing risk consulting services, CurAlea helps hedge fund managers better understand both aggregate portfolio risks as well as risk contribution at the sector and position level.  CurAlea also offers perspective on whether client portfolio risk levels are consistent with their long term return objectives.  Importantly, CurAlea has the ability to customize its analysis to meet specific client needs and requests.

 

On winning the award, co-founder Pete Ort said: “We are delighted to be recognized once again by Acquisition International and our clients.  We are proud of the customized risk advisory and software solutions that we provide to our clients and it is rewarding to be named the Risk & Due Diligence Advisory Firm of the Year.”

CurAlea Associates LLC Wins Numerous Industry Awards In 2016







October 21, 2016

PRINCETON – CurAlea Associates LLC has been named the winner of numerous awards in 2016 by Corporate America (Best Hedge Fund Risk Management Advisor – USA), Acquisition International (Best Hedge Fund Risk Management Firm – New Jersey), Wealth & Finance International (Best Hedge Fund Due Diligence Firm – USA, Best Hedge Fund Advisory – East USA, Excellence in Asset Allocation – East USA), the American Economic Institute (Excellence in Leadership), and Investor Review (Best Family Office Asset Allocation Service – New York).  

CurAlea Associates LLC was established in 2010 to provide customized risk advisory and software solutions to hedge funds and family offices.  CurAlea's clients have aggregate AUM in excess of $50 billion.  While risk solutions remain CurAlea’s primary focus, the firm has seen growing interest in its customized software solutions.  CurAlea works with clients on a project specific basis and on an ongoing retainer basis.

On winning these awards, co-founder Seb Calabro said: “We are very pleased to be recognized again for excellence across our risk advisory, due diligence, asset allocation, and family office services.  We are proud of the customized solutions that we provide to our clients and it is rewarding to be recognized as leaders in our industry."

CurAlea Associates LLC Wins Four Prestigious Industry Awards In 2015


PRINCETON – CurAlea Associates LLC has been named the winner of four prestigious hedge fund industry awards in 2015 by Acquisition International and Corporate LiveWire.  

Princeton, New Jersey based CurAlea Associates LLC was established in 2010 to provide customized risk advisory and software services to hedge funds and family offices.  The firm delivers high touch, high value-added services to clients via quantitative portfolio risk analyses and qualitative interpretations of portfolio risk.

CurAlea's hedge fund clients are principally fundamentally based and have aggregate AUM of approximately $45 billion.  While hedge funds remain the primary area of the firm’s focus, CurAlea has also been retained by banks and family offices for hedge fund due diligence, risk analysis, and asset allocation consulting.  CurAlea works with clients on a project specific basis and on an ongoing retainer basis.

As part of its customized risk consulting and software services, CurAlea helps hedge fund managers better understand both aggregate portfolio risks as well as risk contribution at the sector and position level.  CurAlea also offers perspective on whether client portfolio risk levels are consistent with their long term return objectives.  Importantly, CurAlea customizes its analyses and software to meet specific client needs and requests. 

On winning these four awards, co-founder Pete Ort said: “We are delighted to be recognized by Acquisition International, Corporate LiveWire, and our clients.  We are proud of the customized risk advisory and software solutions that we provide to our clients and it is rewarding to be recognized as leaders in our industry."

Corporate LiveWire - Most Outstanding Risk Management Software Firm – USA















In March 2015, CurAlea Associates was named Most Outstanding Risk Management Software Firm - USA in the 2015 Corporate LiveWire M&A Awards. 

The Corporate LiveWire Awards represent the pinnacle of business achievement, championing the best in their respective fields. All winners of the International M&A awards are subject to the same rigorous assessment criteria, carried out by experienced in-house professionals. This ensures that only the most deserving firms and individuals walk away with one of these prestigious accolades and gain a place in the awards winners’ guide, which is distributed to over 400,000 M&A professionals.Type your paragraph here.