UR Launches Bloomberg App for RTS Rating of Portfolios

Singapore, 11-th November, 2018. Universal Ratings launches a Bloomberg App for Resistance-to-Shocks Ratings of portfolios. The App allows Bloomberg Terminal users to compute the Resistance-to-Shocks, or resilience, of an arbitrary portfolio composed of tradable financial products such as stocks, ETFs, bonds, funds, futures, funds, etc.

The App requires the user to type a list of tickers corresponding to the securities composing a given portfolio and to specify the number of trading days to be considered in the analysis. The calculations are based on the adjusted closing price of each security. The computational engine runs on Amazon Web Services and may be accessed by clients requiring special large-volume analyses without necessarily going via Bloomberg Terminals.

“This is the second Bloomberg Terminal App that we launch”, said Dr. J. Marczyk, the Founder and Chairman of Universal Ratings. “While the first one enables Bloomberg Terminal users to rate any company, based on its Standardized Balance Sheet, this one opens a far greater range of possibilities”, he added. “Until today, a unified and fully automated rating system for generic portfolios has not been available. With this App, it will be possible for investors, traders and analysts to quickly measure the resilience of their portfolios and to identify which components thereof induce potential fragility and volatility” he concluded.

An example of report is illustrated below. The securities at the top of the chart shown below, known as the Portfolio Complexity Profile, are those that induce potential fragilities as well as well as volatility.

RTSreportPortfolio01.JPG

Download example of RtS rating report.



About Universal Ratings.

Established in 2016, Universal Ratings is an independent privately held Singapore-based company. Universal Ratings provides the first Resistance to Shocks (RtS) Rating Robot for automatic rating of stocks, portfolios, ETFs, bonds, funds, futures, corporations, markets and countries. Such ratings allow investors and managers to quantify the degree to which a corporation, a market, a portfolio or a country can withstand the turbulence and shocks that characterize the global economy and to identify components inducing potential fragility.

Universal Ratings is a brand of RTS Ratings.

Press Contact

RTS Ratings Pte Ltd.
190 Middle Road #13-01, Fortune Centre
Singapore 188979

www.universal-ratings.com

Jacek Marczyk

Visionary, scientist, businessman and writer with over 35 years of experience in QUANTITATIVE large-scale Uncertainty and Complexity Management in diverse fields (manufacturing, finance, economics).

Author of nine books on simulation, uncertainty and complexity management, rating.

Developed in mid 90s the theory of eigenvalue orbits, a generalization of the concept of eigenvalue.

In 2000-2005 has developed the first Quantitative Complexity Theory (QCT), including a comprehensive measure of complexity.

Founded Ontonix Complexity Management in 2005 in the USA and launched in 2006 the first commercial system for MEASURING and managing complexity: OntoSpace.

In 2007 launched first on-line Resilience Rating for businesses, an objective and transparent rating system:

http://www.rate-a-business.com/

In 2009 delivered real-time technology to measure the complexity and stability of patients during operation or permanence in Intensive Care Units.

http://www.ontomeds.com

Developed a new theory of risk and rating published in 2009 in a book entitled "A New Theory of Risk and Rating".

Over last decade develops quantitative complexity management (QCM) technology and solutions for applications in economics, finance, Risk Rating and Management as well as in Asset Management and medicine. In the past five years works towards the democratization of ratings.

In 2013 he founded London-based Assetdyne, focusing on design of complexity-based high-performance portfolios and complexity-based asset allocation and asset management.

http://www.assetdyne.com

He is currently focusing on creating a new Rating Agency and a fund which will be managed via complexity technology (QCT).

RTS Ratings now available in Bloomberg Terminals

Singapore, August 1-st, 2018. Resistance to Shocks Ratings, a modern and scientific means of evaluating the state of health of a company, are now available to all Bloomberg Terminal users. Universal Ratings has developed a specific Bloomberg API to produce RTS rating reports automatically and for any listed company. RTS ratings of selected Fortune 1000 companies are available to all Bloomberg Terminal users free of charge. The API may be used to generate rating reports for specific companies and is available upon request.

"Making our RTS ratings available to the entire Bloomberg user community is not only an important step towards the promotion of this revolutionary rating system", said Dr. J. Marczyk, the founder and Chairman of Universal Ratings. "It is also important that the new information our reports convey becomes available to the most influential decision makers, investors and traders. As our economy is dominated by increasingly intense and frequent shocks and discontinuities - most of which are of global nature hence have global reach - it is important to measure how well a company or a portfolio will resist them. This is what RTS ratings deliver, a modern reflection of the state of health of a business, beyond the concept of Probability of Default, which belongs to a distant and far less turbulent past and a less interconnected economy" he added. "Our rating system is fully automated. A rating robot analyzes a list of tickers, downloads Balance Sheet information from the terminal, processes it, and generates a series of rating reports. There is no human in the loop. This means we rely on science, not on the so called expert opinion. We produce numbers, not sensations", he concluded.

To obtain the RTS rating Bloomberg API contact us. 

Example RTS rating report as visible in a Bloomberg Terminal.

A0BFC862A59D4EACB63D7934DE658DA1.png

For more information visit page.

 

About Bloomberg

Bloomberg is a leading supplier of financial information for professional participants of the financial markets.
The Bloomberg Terminal is a computer software system provided by the financial data vendor Bloomberg L.P. that enables professionals in the financial service sector and other industries to access the Bloomberg Professional service through which users can monitor and analyze real-time financial market data and place trades on the electronic trading platform.

For more information about Bloomberg visit website.

 

About Universal Ratings.

Established in 2016, Universal Ratings Pte Ltd is an independent privately held Singapore-based company. Universal Ratings provides the first Resistance to Shocks (RtS) Rating Robot for automatic rating of stocks, portfolios, ETFs, bonds, funds, futures, corporations, markets and countries. Such ratings allow investors and managers to quantify the degree to which a corporation, a market, a portfolio or a country can withstand the turbulence and shocks that characterize the global economy.

Press Contact

Universal Ratings Pte Ltd.
190 Middle Road #13-01, Fortune Centre
Singapore 188979

www.universal-ratings.com

Jacek Marczyk

Visionary, scientist, businessman and writer with over 35 years of experience in QUANTITATIVE large-scale Uncertainty and Complexity Management in diverse fields (manufacturing, finance, economics).

Author of nine books on simulation, uncertainty and complexity management, rating.

Developed in mid 90s the theory of eigenvalue orbits, a generalization of the concept of eigenvalue.

In 2000-2005 has developed the first Quantitative Complexity Theory (QCT), including a comprehensive measure of complexity.

Founded Ontonix Complexity Management in 2005 in the USA and launched in 2006 the first commercial system for MEASURING and managing complexity: OntoSpace.

In 2007 launched first on-line Resilience Rating for businesses, an objective and transparent rating system:

http://www.rate-a-business.com/

In 2009 delivered real-time technology to measure the complexity and stability of patients during operation or permanence in Intensive Care Units.

http://www.ontomeds.com

Developed a new theory of risk and rating published in 2009 in a book entitled "A New Theory of Risk and Rating".

Over last decade develops quantitative complexity management (QCM) technology and solutions for applications in economics, finance, Risk Rating and Management as well as in Asset Management and medicine. In the past five years works towards the democratization of ratings.

In 2013 he founded London-based Assetdyne, focusing on design of complexity-based high-performance portfolios and complexity-based asset allocation and asset management.

http://www.assetdyne.com

He is currently focusing on creating a new Rating Agency and a fund which will be managed via complexity technology (QCT).

Lodz is First City to Receive a Resistance-to-Shocks Rating

Singapore, December 7-th, 2017. The City of Lodz, Poland, has received a Resistance to Shocks Rating, which measures the capacity to absorb sudden destabilizing events. The result is a high rating of 86%, corresponding to a four-star rating on a scale from one to five stars. In addition, the rating provides a ranking of all parameters used in the analysis, indicating which ones, and in what measure, constitute sources of resilience or fragility.

"This is the first time that a systemic Resistance to Shocks Rating has been computed for a city. We are thankful to the authorities of Lodz for allowing us to perform this pioneering analysis", said Dr. J. Marczyk, the Chairman of Universal Ratings. "Cities are large and highly complex systems of infrastructures and processes which possess their own specific dynamics and which interact with a rapidly changing society and economy. Such interactions can be non-intuitive and difficult to grasp. However, it is important for the authorities to comprehend the said dynamics, in order to better govern the city and to plan its development on more systemic and scientific grounds",  he concluded.

The data which has been used to compute the systemic Resistance to Shocks (RtS) rating of the city spanned the following dimensions:

  • Labor market 
  • Construction and Real Estate 
  • Budget 
  • Central Statistics Office, GUS

The data covers the period 2002-2006 for a total of 364 parameters. Collaboration is continuing to extend the scope of the analysis, embracing such dimensions as energy and transportation.

Łódź is a vibrant city in central Poland, known as a former textile-manufacturing hub. It has over 750 000 inhabitants, making it Poland's third largest city. For more information see here.

 

About Universal Ratings.

Established in 2016, Universal Ratings Pte Ltd is an independent privately held Singapore-based company. Universal Ratings provides the first Resistance to Shocks (RtS) Rating Robot for automatic rating of stocks, portfolios, ETFs, bonds, funds, futures, corporations, markets and countries. Such ratings allow investors and managers to quantify the degree to which a corporation, a market, a portfolio or a country can withstand the turbulence and shocks that characterize the global economy.

Press Contact

Universal Ratings Pte Ltd.
190 Middle Road #13-01, Fortune Centre
Singapore 188979

www.universal-ratings.com

Jacek Marczyk

Visionary, scientist, businessman and writer with over 35 years of experience in QUANTITATIVE large-scale Uncertainty and Complexity Management in diverse fields (manufacturing, finance, economics).

Author of nine books on simulation, uncertainty and complexity management, rating.

Developed in mid 90s the theory of eigenvalue orbits, a generalization of the concept of eigenvalue.

In 2000-2005 has developed the first Quantitative Complexity Theory (QCT), including a comprehensive measure of complexity.

Founded Ontonix Complexity Management in 2005 in the USA and launched in 2006 the first commercial system for MEASURING and managing complexity: OntoSpace.

In 2007 launched first on-line Resilience Rating for businesses, an objective and transparent rating system:

http://www.rate-a-business.com/

In 2009 delivered real-time technology to measure the complexity and stability of patients during operation or permanence in Intensive Care Units.

http://www.ontomeds.com

Developed a new theory of risk and rating published in 2009 in a book entitled "A New Theory of Risk and Rating".

Over last decade develops quantitative complexity management (QCM) technology and solutions for applications in economics, finance, Risk Rating and Management as well as in Asset Management and medicine. In the past five years works towards the democratization of ratings.

In 2013 he founded London-based Assetdyne, focusing on design of complexity-based high-performance portfolios and complexity-based asset allocation and asset management.

http://www.assetdyne.com

He is currently focusing on creating a new Rating Agency and a fund which will be managed via complexity technology (QCT).

Universal Ratings Chairman Delivers Keynote Speech at 2017 Capital Market Forum in Warsaw

Singapore, 11-th November, 2017. Universal Ratings' Chairman, Dr. J. Marczyk, will deliver the opening keynote speech at the 2017 Capital Market Forum in Warsaw. The event, organized by inwestorzy.tv, will be held at the Warsaw Stock Exchange on November 30-th.

The Capital Market Forum has been conceived above all as a place for executives, financial investors and investors to network and share their experience and ideas. This second annual event will focus on supporting the Polish capital market and emphasizing the attributes that distinguish it internationally. Investors, issuers, brokerage houses, mutual fund companies, consulting firms, banks, infrastructural institutions, economic media, IR/PR agencies and government agencies operating on the Polish and global capital markets will take part.

“During CMF 2017, representatives of outstanding companies and institutions will not just share their knowledge and experience but also present the Polish capital market’s prospects,” said Artur Błasik, CEO of inwestorzy.tv. “Presentations and panel discussions will offer participants an excellent opportunity to gain insight into what is currently happening on Poland’s capital market”, he added.

Presentations will be available in the Internet in Polish and international news services. A live bilingual webcast is planned directly from inwestorzy.tv's studio located in the building housing the Warsaw Stock Exchange. Institutions from the UK will also be in attendance at the Forum.

Panel discussions will be moderated by journalists from inwestorzy.tv, the Dziennik Gazeta Prawna daily, HBR and the Center for Business and Economic Ideas, one of the Forum’s Content Partners.

For more information on inwestorzy.tv, visit website.

 

About Universal Ratings.

Established in 2016, Universal Ratings Pte Ltd is an independent privately held Singapore-based company. Universal Ratings provides the first Resistance to Shocks (RtS) Rating Robot for automatic rating of stocks, portfolios, ETFs, bonds, funds, futures, corporations, markets and countries. Such ratings allow investors and managers to quantify the degree to which a corporation, a market, a portfolio or a country can withstand the turbulence and shocks that characterize the global economy.

Press Contact

Universal Ratings Pte Ltd.
190 Middle Road #13-01, Fortune Centre
Singapore 188979

www.universal-ratings.com

Jacek Marczyk

Visionary, scientist, businessman and writer with over 35 years of experience in QUANTITATIVE large-scale Uncertainty and Complexity Management in diverse fields (manufacturing, finance, economics).

Author of nine books on simulation, uncertainty and complexity management, rating.

Developed in mid 90s the theory of eigenvalue orbits, a generalization of the concept of eigenvalue.

In 2000-2005 has developed the first Quantitative Complexity Theory (QCT), including a comprehensive measure of complexity.

Founded Ontonix Complexity Management in 2005 in the USA and launched in 2006 the first commercial system for MEASURING and managing complexity: OntoSpace.

In 2007 launched first on-line Resilience Rating for businesses, an objective and transparent rating system:

http://www.rate-a-business.com/

In 2009 delivered real-time technology to measure the complexity and stability of patients during operation or permanence in Intensive Care Units.

http://www.ontomeds.com

Developed a new theory of risk and rating published in 2009 in a book entitled "A New Theory of Risk and Rating".

Over last decade develops quantitative complexity management (QCM) technology and solutions for applications in economics, finance, Risk Rating and Management as well as in Asset Management and medicine. In the past five years works towards the democratization of ratings.

In 2013 he founded London-based Assetdyne, focusing on design of complexity-based high-performance portfolios and complexity-based asset allocation and asset management.

http://www.assetdyne.com

He is currently focusing on creating a new Rating Agency and a fund which will be managed via complexity technology (QCT).

Universal Rating Launches Portfolio Rating Robot

Singapore, 4-th July, 2017. Universal Ratings launches a Portfolio Rating Robot which allows users to obtain a Resistance to Shocks (RtS) rating of their portfolios. The tool, in its present version, is available at no cost.

"High portfolio complexity and low Resistance to Shocks means that it is not easy to understand, to forecast and, most importantly, to understand the dynamics of a portfolio. For this reason, it is useful to know the complexity breakdown of a portfolio and to pinpoint its components that influence its Resistance to Shocks", said Dr. J. Marczyk, the Founder and Executive Chairman of Universal Ratings. "The tool may be very easily connected to any data source, such as Bloomberg or Thomson Reuters and enables to measure the complexity and Resistance to Shocks of user-defined portfolios" he added. "An RtS rating is a useful piece of information in addition to the classical buy/sell advice provided to traders, especially in a turbulent and complex economy" he concluded.

The tool is available at no charge and may be accessed at http://www.assetdynex.com/

More information is available on Universal Rating's website.

 

About Universal Ratings.

Established in 2016, Universal Ratings Pte Ltd is an independent privately held Singapore-based company. Universal Ratings rates stocks, portfolios, ETFs, bonds, funds, futures, corporations, markets and countries. Such ratings allow investors and managers to quantify the degree to which a corporation, a market, a portfolio or a country can withstand the turbulence and shocks that characterize the global economy.

Press Contact

Universal Ratings Pte Ltd.
190 Middle Road #13-01, Fortune Centre
Singapore 188979

Jacek Marczyk

Visionary, scientist, businessman and writer with over 35 years of experience in QUANTITATIVE large-scale Uncertainty and Complexity Management in diverse fields (manufacturing, finance, economics).

Author of nine books on simulation, uncertainty and complexity management, rating.

Developed in mid 90s the theory of eigenvalue orbits, a generalization of the concept of eigenvalue.

In 2000-2005 has developed the first Quantitative Complexity Theory (QCT), including a comprehensive measure of complexity.

Founded Ontonix Complexity Management in 2005 in the USA and launched in 2006 the first commercial system for MEASURING and managing complexity: OntoSpace.

In 2007 launched first on-line Resilience Rating for businesses, an objective and transparent rating system:

http://www.rate-a-business.com/

In 2009 delivered real-time technology to measure the complexity and stability of patients during operation or permanence in Intensive Care Units.

http://www.ontomeds.com

Developed a new theory of risk and rating published in 2009 in a book entitled "A New Theory of Risk and Rating".

Over last decade develops quantitative complexity management (QCM) technology and solutions for applications in economics, finance, Risk Rating and Management as well as in Asset Management and medicine. In the past five years works towards the democratization of ratings.

In 2013 he founded London-based Assetdyne, focusing on design of complexity-based high-performance portfolios and complexity-based asset allocation and asset management.

http://www.assetdyne.com

He is currently focusing on creating a new Rating Agency and a fund which will be managed via complexity technology (QCT).

Universal Ratings Launches online Tool for Complexity Rating of Securities

Singapore, 21-st April, 2017. Universal Ratings launches an online tool which allows users to obtain a complexity rating of over five thousand publicly traded securities. Universal Ratings believes that a complexity rating of traded securities is a new, natural and necessary indicator which reflects, in a unique manner, the key characteristic of our times - complexity.

"Highly complex price dynamics means that it is not easy to understand, to forecast and, most importantly, that it can deliver surprises. For this reason, it is useful to know how complex are the components of an investment portfolio", said Dr. J. Marczyk, the Founder and Executive Chairman of Universal Ratings. "The tool may be very easily connected to any data source, such as Bloomberg or Thomson Reuters and enables to measure the complexity of user-defined portfolios" he added. "A complexity rating is a useful piece of information in addition to the classical buy/sell advice provided to traders, especially in a turbulent and complex economy" he concluded.

The tool is available at no charge and may be accessed at http://www.assetdynex.com/

More information is available on Universal Rating's website.

 

About Universal Ratings.

Established in 2016, Universal Ratings Pte Ltd is a privately held Singapore-based company. Universal Ratings rates stocks, portfolios, ETFs, bonds, funds, futures, corporations, markets and countries. Such ratings allow investors and managers to quantify the degree to which a corporation, a market, a portfolio or a country can withstand the turbulence and shocks that characterise the global economy.

Press Contact

Universal Ratings Pte Ltd.
190 Middle Road #13-01, Fortune Centre
Singapore 188979

Jacek Marczyk

Visionary, scientist, businessman and writer with over 35 years of experience in QUANTITATIVE large-scale Uncertainty and Complexity Management in diverse fields (manufacturing, finance, economics).

Author of nine books on simulation, uncertainty and complexity management, rating.

Developed in mid 90s the theory of eigenvalue orbits, a generalization of the concept of eigenvalue.

In 2000-2005 has developed the first Quantitative Complexity Theory (QCT), including a comprehensive measure of complexity.

Founded Ontonix Complexity Management in 2005 in the USA and launched in 2006 the first commercial system for MEASURING and managing complexity: OntoSpace.

In 2007 launched first on-line Resilience Rating for businesses, an objective and transparent rating system:

http://www.rate-a-business.com/

In 2009 delivered real-time technology to measure the complexity and stability of patients during operation or permanence in Intensive Care Units.

http://www.ontomeds.com

Developed a new theory of risk and rating published in 2009 in a book entitled "A New Theory of Risk and Rating".

Over last decade develops quantitative complexity management (QCM) technology and solutions for applications in economics, finance, Risk Rating and Management as well as in Asset Management and medicine. In the past five years works towards the democratization of ratings.

In 2013 he founded London-based Assetdyne, focusing on design of complexity-based high-performance portfolios and complexity-based asset allocation and asset management.

http://www.assetdyne.com

He is currently focusing on creating a new Rating Agency and a fund which will be managed via complexity technology (QCT).

Universal Ratings Launches Novel B2B Rating System

Singapore, 12-th June 2016. Universal Ratings launches a novel Rating System. Aimed at global and institutional investors, the system is an objective, independent and transparent rating platform.

Engineered specifically for a turbulent and complex economy, the system rates the Resistance to Shocks (RtS) of a company, an investment portfolio or generic financial products. An RtS rating quantifies the ability to absorb shocks, contagion and destabilising events and is paramount towards sustainability and wealth conservation.

Universal Ratings offers RtS ratings for:

  • Stocks, ETFs, funds, bonds, futures, options, etc.
  • Portfolios
  • Stock markets, systems of markets, indices
  • Single corporations
  • Systems of corporations
  • National economies, macro-regions
  • The global financial system

"Resistance to shocks is the foundation of sustainability. Our ratings have the objective of aiding investors in incorporating a science-based approach to sustainability, asset allocation, portfolio design and strategic decision-making" said Dr. Marczyk, Executive Chairman of Universal Ratings. "The key feature of our rating system is that it is objective. We have eliminated the so-called expert opinion from our ratings” he added. “Transparency is guaranteed by the fact that our rating engine may be accessed by anyone as a B2B service.” he concluded.

The rating system is delivered in as B2B context, whereby clients submit their data to UR's server via a web-service. The service is based on SOAP specifications (Simple Object Access Protocol) and communicates via the http protocol. A near real-time solution is also offered whereby the rating engine is licensed and runs directly on the client's servers.

 

About Universal Ratings.

Established in 2016, Universal Ratings Pte Ltd is a privately held Singapore-based company. Universal Ratings rates stocks, portfolios, ETFs, bonds, funds, futures, corporations, markets and countries. Such ratings allow investors and managers to quantify the degree to which a corporation, a market, a portfolio or a country can withstand the turbulence and shocks that characterise the global economy.

Press Contact

Universal Ratings Pte Ltd.
190 Middle Road #13-01, Fortune Centre
Singapore 188979

 

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Jacek Marczyk

Visionary, scientist, businessman and writer with over 35 years of experience in QUANTITATIVE large-scale Uncertainty and Complexity Management in diverse fields (manufacturing, finance, economics).

Author of nine books on simulation, uncertainty and complexity management, rating.

Developed in mid 90s the theory of eigenvalue orbits, a generalization of the concept of eigenvalue.

In 2000-2005 has developed the first Quantitative Complexity Theory (QCT), including a comprehensive measure of complexity.

Founded Ontonix Complexity Management in 2005 in the USA and launched in 2006 the first commercial system for MEASURING and managing complexity: OntoSpace.

In 2007 launched first on-line Resilience Rating for businesses, an objective and transparent rating system:

http://www.rate-a-business.com/

In 2009 delivered real-time technology to measure the complexity and stability of patients during operation or permanence in Intensive Care Units.

http://www.ontomeds.com

Developed a new theory of risk and rating published in 2009 in a book entitled "A New Theory of Risk and Rating".

Over last decade develops quantitative complexity management (QCM) technology and solutions for applications in economics, finance, Risk Rating and Management as well as in Asset Management and medicine. In the past five years works towards the democratization of ratings.

In 2013 he founded London-based Assetdyne, focusing on design of complexity-based high-performance portfolios and complexity-based asset allocation and asset management.

http://www.assetdyne.com

He is currently focusing on creating a new Rating Agency and a fund which will be managed via complexity technology (QCT).