Portfolio & Risk Management Advisory Services

Expertise & software to reduce risk & meet budgets

Our portfolio & risk management services are supported by analytical insight from the Ascend software platform. Ascend focuses on merging best-in-class portfolio management strategies and risk analytics with each client's unique portfolio and organizational requirements.

Our portfolio & risk management services are supported by analytical insight from the Ascend software platform. Ascend focuses on merging best-in-class portfolio management strategies and risk analytics with each client's unique portfolio and organizational requirements.

Realize the same level of expertise as major power trading houses with insights and analyses tailored to your strategy, risk tolerances, and budget needs.

Why use Ascend Advisory Services?

  • Our team helps to improve decision-making and communications to manage risk and maximize efficiency.
  • We can serve as "peaking resources" to augment staff and provide expert perspective for fast and effective solutions that leverage our extensive data infrastructure and analytic solutions
  • We can provide regular or ad-hoc support services, ranging from enhancing decision analysis to risk policy benchmarking and educational services.
  • Receive expert support from our quantitative analysts and take advantage of our data offerings and advanced modeling capabilities to gain a competitive edge on asset and contract valuation, pricing and strategic decisions.
  • Ascend experts can add a new dimension to your operations, regardless of whether you are at the early stages of building analytics capability or you are looking for benchmarking, independent assessments or improvements on exiting processes and practices.
  • Analyze earnings variability and determine the optimal operating and hedging strategies to support portfolio management decisions that meet or exceed budgeted cash flows while taking into account the key physical and financial portfolio drivers in a systemic and coherent manner.

    SaaS + Service: Collaborative Advanced Engagement for PowerSIMM Users

    Ascend works collaboratively with customers to execute studies and provide position and risk reporting. This solution allows for delivery of standard reports and custom outputs with extra bandwidth for ad-hoc analysis.

    oratively with customers to execute studies and provide position and risk reporting. This solution allows for delivery of standard reports and custom outputs with extra bandwidth for ad-hoc analysis.

    Full Service: Portfolio and Risk Management Outsourced Services

    Our advisory services provide leading analytics to enhance portfolio and risk decisions by allowing companies to outsource resource-intensive activities.

    Ascend professionals can bring efficiency and speed without the expense of recruiting and training new staff. By relying on Ascend's analytics platform, data, and extensive expertise, our clients retain lean commercial and risk management teams and reduce overall operating expenses.

    Ascend offers a client-oriented partnership for comprehensive portfolio and risk management solutions tailored to meet clients’ needs. Ascend's experienced analysts can create and deliver position and risk reports with key portfolio insights and recommendations. Ascend also provides ad hoc analytic projects for business operations and compliance needs.

    artnership for comprehensive portfolio and risk management solutions tailored to meet clients’ needs. Ascend's experienced analysts can create and deliver position and risk reports with key portfolio insights and recommendations. Ascend also provides ad hoc analytic projects for business operations and compliance needs.

    Some clients under this service also take advantage of Ascend's data offerings, including simulations or forecasts of weather, system load, and Forward Price Curves harvested from publicly available sources as well as our proprietary fundamental market projections for ISOs.

    Advisory Service Levels: Collaborative and Advanced Engagements

    isory Service Levels: Collaborative and Advanced Engagements

    Training and Education Services

    Ascend experts have trained thousands of commercial teams in risk portfolio management and trading. We offer customized training and workshops from introductory to advanced levels on power markets and instruments, portfolio management, hedging and risk management. Our instructors are recognized thought-leaders in the field and have extensive practical and teaching experience, using clear, simple language and real-world examples.

    The Ascend Advantage

    Ready Analytics

    "Ready to Roll" analytics and preconfigured models for any region or node

    Insights

    Critical insights for portfolio management in a high renewables future

    Expertise

    Our expertise includes planning, valuation, risk management & ISO operations