Third-party validated risk ratings you can cite.
Compliance documentation you can show.
Process you can defend.
Clients assume risk is being actively monitored. When risk changes, advisors are often the last to know—explaining losses after they happen instead of preventing them.
SEC examinations increasingly focus on documented due diligence. "I did research" isn't enough. You need timestamped, auditable evidence of your process.
When losses occur, can you prove reasonable investigation? Third-party ratings are defensible. Personal opinions are not.
Manual research is time-consuming and inconsistent. You need systematic monitoring that runs continuously—not quarterly reviews that arrive too late.
James Simons' Medallion Fund delivered 66% annual returns for three decades—outperforming Buffett, Soros, and every other legend. His secret wasn't insider access or market timing. It was rigorous, systematic, data-driven analysis.
Simons didn't hire Wall Street analysts. He hired mathematicians, physicists, and statisticians. He proved that quantitative methods—applied consistently—beat intuition and narrative every time.
ERS brings this same philosophy to fiduciaries: systematic ratings, validated methodology, data over opinion. You don't need a PhD in mathematics—you need tools built on those principles.
ERS provides the systematic process fiduciaries need: independent ratings, continuous monitoring, and documentation that demonstrates proactive oversight.
Renaissance Technologies proved that systematic, data-driven investing outperforms intuition. ERS brings that institutional-grade approach to your practice.
Upload client portfolios and receive instant risk assessments. See exactly where risk is concentrated—by rating, by sector, by metric.
Continuous monitoring with real-time alerts when risk metrics change. Know when ratings shift—before losses materialize.
Every rating includes documented rationale—timestamped, auditable evidence of disciplined process for SEC examinations.
"We monitor changes in how much risk each company carries. We use independent, third-party validated analysis. We don't wait for losses to explain risk—we identify it before it materializes."
"The best-performing fund in history—Medallion—used systematic, quantitative analysis. We use the same philosophy: data over opinion, process over intuition."
That's a conversation worth having. That's a process worth documenting. That's a practice worth building.
| Without ERS | With ERS |
|---|---|
| Explain losses after they happen | Identify risk before losses occur |
| Quarterly reviews arrive too late | Real-time alerts when risk changes |
| "I did research" (not defensible) | "I used third-party validated ratings" (defensible) |
| Clients question your process | Clients see documented, systematic oversight |
| SEC examination: hope for the best | SEC examination: timestamped audit trail |
| Differentiate on personality | Differentiate on process and outcomes |
| Rely on analyst opinions and narratives | Apply quantitative methods proven by the world's best investors |
Import client portfolios in any standard format.
Our 9 proprietary ratings applied to every position automatically.
Ratings updated continuously as new data arrives.
Receive notifications when risk metrics shift materially.
Every rating timestamped and documented for compliance and client communication.
Essential reading for fiduciaries. SEC guidance, research, and practical frameworks for understanding and fulfilling your fiduciary obligations.
July 12, 2019
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