Advisory services must pay close attention to risk management when advising their clients, and under this premise, ScoRe enters the U.S. Offshore market.
ScoRe is a tool that integrates traditional financial modeling and is based on indicators, perspectives, and other ratios. Additionally, it incorporates artificial intelligence components to measure qualitative variables that “have historically been difficult to evaluate,” said Oscar Manco López, CEO of Trust Investment and creator of the platform, in an interview with Funds Society.
Manco López added that risk management is crucial in financial advisory services and portfolio management. For this reason, “financial advisors can rely on a 24/7 tool for managing their risks, providing support that research departments sometimes cannot fully cover.”
The Trust CEO emphasized the importance of time management for advisors, noting that this “leaves a gap when portfolios have a large number of assets. With this tool, they can cover any number of issuers in their credit risks, enabling a more active management of their positions.”
To understand more about its application, ScoRe measures the quality of information, the level of education of executives, whether there are any pending investigations, the ability to respond to a requirement—in other words, everything that is generally not measured. However, the functionality of ScoRe does measure it, commented Manco López.
Moreover, the tool covers an unlimited number of issuers, meaning it anticipates situations that allow advisors to reallocate their positions or validate their existing allocations, explained Manco López. He also highlighted the inclusion of new technologies for forecasting and risk measurement.
Trust Investment S.A.S. – Tisas is a company founded 13 years ago to provide specialized financial solutions with high value and innovation. It offers a portfolio of services aimed at businesses, with a presence in Colombia and the United States, serving the global market, according to the information provided by the firm.
