DazRisk is a site for the activities of Peter N.C. Davies. These activities fall into three categories: consulting services, software tools and software applications. All these activities are founded on Peter’s long experience and deep expertise as a trader, risk expert and practitioner. More information can be found here.
Peter is available to provide consulting services for financial risk analysis, performance management, investment analysis and reporting. The contract can be defined by time, deliverables or at-will.
Daz Excel Toolkits are an extensive collection of different Excel tools to empower the analysis of financial risk and performance – using both in-cell Function add-ins and Excel VBA applications. All the VBA code is accessible to the user and can be extended and reused.
MCR – Multi-bank Consolidation and Reporting enables investors and family offices to use their bank files to create consolidated Excel databases of positions, prices, movements and performance, together with a presentation-quality multi-bank / multi-account reporting, guaranteed by internal data integrity validation.
IPA – Investment Performance Analysis is a total restatement of portfolio performance and presentation of all factors affecting performance over time, in absolute terms and against benchmarks chosen by the client at different levels of aggregation.