|
ValuEngine Inc created the VEInstitutional
product to deliver the most innovative concepts in financial
theory.
Our objective is to provide you with immediate, efficient
quantitative tools for analyzing stocks and equity portfolios
to create maximum return for minimum risk.
VEInstitutional software gives equity managers the power
of our award-winning Stock Valuation Model. This model is
the foundation upon which all of VE Institutional's unique
valuation, forecasting, and optimization tools are built.
This defining solution to stock and portfolio valuation
provides professionals with a three-dimensional view of
their equity positions and the ability to make consistent,
reliable, objective decisions.
ValuEngine Quantitative Modeling
ValuEngine's R&D team has developed sophisticated proprietary
valuation and forecasting models to enhance returns. Our
research team stays at the forefront of finance research
in academia and on Wall Street by translating investment
theory into practical financial tools.
Our Stock Valuation Model is the basis for many of our
analytical functions. It is unique in its effectiveness
and the factors it takes into account. These factors include,
but are not limited to:
Firm-specific parameters:
- EPS growth volatility
- Long-run EPS growth rate
- Duration of business-growth cycle
- Systematic or beta risk of the firm
- Correlation between the firm's EPS and the interest-rate environment
30-yr Treasury yield parameters:
- Its long-run level
- Interest-rate volatility
- Duration of interest-rate cycle
The model provides a fair-value assessment of a stock,
indicating whether it is under or over-priced. Extensive
back-testing including portfolio formation, has yielded
impressive results. Model prices and strategies yielded
an average annual return of approximately 40% per year over
the past 15 years, surpassing the S&P 500 and other stock
market indices by a wide margin.
|
Stock Valuation
The ValuEngine Stock Valuation Model was derived from
the recent research and findings of Dr. Zhiwu Chen, Professor
of Finance at Yale University. Our model is more sophisticated
than traditional valuation models and outperforms its peers
by employing a three-factor approach to stock valuation.
Fundamental variables such as a company's trailing 12-month
Earnings-Per-Share (EPS), the analyst consensus estimate
of the company's future 12-month EPS, and the 30-year Treasury
yield are all combined to create a more accurate reflection
of a company's fair value.
Stock Forecasting
VEInstitutional applies the most advanced econometric techniques
to ensure that our stock forecasts are effective. This quantitative
application involves running thousands of simulations to
estimate the probability of meeting or exceeding any given
investment target.
|
|
SmartScreening
SmartScreening allows you to utilize favored stocks
as criteria in your equity search. For example, if you want
to find stocks that have similar momentum to Company XYZ
and comparable valuation to Company ABC, SmartScreening
will provide you with a list of stocks that have these traits
in common.
Portfolio Optimizer
Portfolio Optimizer utilizes our stock valuation and forecasting
models to examine tens of thousands of possible capital
allocation plans distributed across the stocks of your choice.
From the results of these simulations, Portfolio Optimizer
will identify and display the most favorable stock allocation
for your portfolio.
The VE Institutional Advantage
VEInstitutional provides investment professionals the most
innovative valuation, forecasting and portfolio optimization
tools available. Our clients enjoy knowing that their decisions
are backed-up by extensive third party research and analysis.
|
|
Dr. Zhiwu Chen, Professor of Finance at Yale University,
leads The ValuEngine Research Team. The team's primary mission
is to develop, test, and launch the most sophisticated,
accurate and accessible valuation, forecasting, and portfolio
advisory products. VEInstitutional software is the product
of some of the finest minds in finance today.
As a VE Institutional client, you can put
those minds to work for you.
Frequent back-testing by the research team ensures the reliability
of VEInstitutional's valuation, forecasting, and portfolio
optimization technologies. Product Upgrades provide the
latest financial and technological breakthroughs in modeling
analysis from the ValuEngine research team. VE Customer
Care provides VEInstitutional clients with full support,
handling both technical and general inquiries.
Click HERE to see
screenshots from VEInstitutional
|
