Business introduction
Institutional Risk & Parity Engine for RIAs
Transform raw custodian data into audit-ready performance packets, Downside Risk Analysis, and Fiduciary Evidence. We provide the Quantitative Engine of a multi-billion dollar Family Office—without the headcount
CapX100 is a fractional operations engine that automates risk auditing and performance parity for RIAs. Unlike standard reporting tools that rely on "time-weighted" estimates, CapX100 reconstructs historical data from the tax-lot up to ensure GIPS-aligned precision.
We specialize in "Fiduciary Evidence Packs"—audit-ready PDFs that validate downside capture, drift, and alpha for compliance and marketing.
CapX100 Solutions
CapX100
GIPS-aligned math We use Geometric Linking and Daily Time-Weighted Returns (TWR), ensuring your performance numbers stand up to institutional scrutiny and regulatory audit. Advanced downside protection Monitor Conditional Value at Risk (VaR) to predict how portfolios handle extreme market stress. We measure destruction risk, not just volatility—the metrics institutional investors demand. The 'audit-proof' parity......
