News, Vision & Voice for the Advisory Community


Advisor Tested: HiddenLevers roots out hidden connections between world events and client portfolios

Ten months in, we talk with two early adopters who are using the tool to check out what-if scenarios like 'Eurozone collapse' to create their what-if scenarios

Author Judy Messina December 6, 2011 at 6:08 AM
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Michael Ling: Well, you better know what you're doing ... the more you know, especially about economics, the better questions you can pose.

Related Moves

The RIA world's provacateur, Raj Udeshi, left Orion to go 'nuts,' bears no grudges after the Riskalyze assault, and reveals his one regret was taking too little risk

Now in Kern County, Calif. the HiddenLevers founder, 45, is growing pistachios for 'single-digit' returns and maintains a great relationship with Eric Clarke and Orion.

March 22, 2023 at 1:48 AM

Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says

The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.

January 7, 2022 at 11:40 PM

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RIA Publication
Top Executive: Eric Clarke, CEO

David Merkel

David Merkel

December 6, 2011 — 5:04 PM

If they are doing 6 million regressions a day, odds are that they are not getting signals, but amplifying the noise of history. Good statistical work makes limited passes through the data, especially when dealing with unstable processes like markets.

Praveen Ghanta

Praveen Ghanta

December 6, 2011 — 7:27 PM


At HiddenLevers we run millions of regressions to help our clients find potential relationships between over 25,000 different securities and hundreds of economic indicators. The strength of our broad approach is that it enables us to find relationships that a single analyst could never find manually. We can thus rank energy companies by their relationship to oil (and gas) prices, or rank financial sector companies by their sensitivity to various interest rates. And of course having this wealth of data enables us to model the potential impact of various economic scenarios on individual securities and portfolios as well.

But far from implying that our models are infallible, we enable clients to adjust assumptions and correlations throughout the system as they use it. This enables advisors to use our tools to model based on their own insights in addition to using HiddenLevers’ analysis.

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