Core Business
Bullrun Financial, Inc. (www.bullrunfinancial.com) gives institutional investors and money managers a one-stop resource to facilitate profitable portfolio management and investment decisions.
It's the only commercial offering that delivers all of the crucial information necessary to guide investment decisions - compiled from global sources - in a single interface.
Customer Challenges
The biggest challenge institutional investors, portfolio managers, and high net worth individuals face is making the right portfolio decisions - in any market, bull or bear. Driving this pressure:
- the accelerating volume and speed of incoming information
- the complexity of comparing portfolio performance with competitive benchmarks
- the need to identify reliable and comparable replacements for specific portfolio holdings when performance lags
Because portfolio managers are constantly ranked on their own performance, and time wasted on manual tracking of performance could be better used managing their portfolios, they urgently need authoritative comparative metrics to quantify how well they're faring, especially in a down market.
Target Market
Bullrun's software benefits institutional investors and money managers worldwide.
Key Differentiators
Bullrun's Web-based interface delivers single-screen access to hundreds of financial rankings and comparisons for more than 8,500 equities tracked on most of the global indices.
The system's embedded proprietary analytics are driven by patent-pending quantitative algorithms that replace the amalgamation of home-grown spreadsheets and brute-force research that most portfolio managers have come to accept.
This methodology forms the foundation of the software's real-time comparisons, investment strategies and model suggestions.
Customer Challenges
Bullrun's solution provides portfolio managers with detailed statistical analysis combined with real-time updates from 30 countries, 59 industry groups, 10 sectors and 60 cyclical or counter-cyclical categories for 8,500 stocks.
Bullrun makes it easy to:
- Track portfolios in real-time
- Compare stocks against any index
- Identify successful stock replacements
- Rank by price changes, percentage weights or other stock fundamentals
- Monitor portfolio performance against three leading trading strategies
Supports All Investment Strategies
Bullrun Financial supports multiple investment strategies across global markets. Analytics that are provided include: earnings data, price patterns, valuation metrics, corporate fundamentals and macroeconomic influences - shortening the research time that underlies sound investment decisions.
Customization is both simple and expected; investors can create model portfolios that highlight buy and sell signals, and the system displays the performance of investment strategies applied to equities against a buy-and-hold strategy. Portfolio data is presented in multiple time periods and can include global stocks in any major currency.
The overall architecture uses a single, consistent interface, based on the senior team's extensive financial services industry experience as equities analysts, traders and economists in portfolio management, global asset allocation and technology.
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