PALISADE RISK ANALYSIS SOFTWARE

вЂњWhether the events are positive or negative for investors depends on preparedness, perspective and positioning. Ironically, they should be expected to happen over the course of decades,вЂќ said Palisade CEO Randy Heffernan. вЂњExtreme black swan events are by definition unexpected. вЂњThe models give our clients a strong indication of the impact that each component of asset allocation and diversification delivers in terms of their specific needs for future investment returns and risk management,вЂќ DiNunno said. This includes probabilities of reaching target returns and the ability for a client to meet financial obligations without tapping into portfolio principal. Understanding the long-term impact of diversifying a portfolio requires robust analysis.Д«y incorporating longer time horizons and realistic probability distributions associated with asset classes, DiNunno said addresses issues beyond what can be done with static financial models. Probabilistic, or stochastic, asset allocation models using Monte Carlo simulations examine a range of possible outcomes and how likely each is to occur. вЂњWhile the normal distribution assigns about a one-in-one-thousand chance for the stock market to crash as it did in 2008, these types of declines occur more frequently than that,вЂќ says DiNunno. Acceptable investment management within an underlying asset class is a secondary issue.ДiNunno recognizes that black swan events are far more common than financial models based on the normal distribution would indicate. The вЂњdotcomвЂќ crash in the early 2000s, the 9/11 attacks, the 2008 global financial market crash, the Brexit vote in 2016, and COVID-19 in 2020 are prime examples.ДЄ primary factor in long-term portfolio outcomes is the allocation among asset categories according to Joe DiNunno, an asset allocation strategist and consultant to FiduciaryVest, an institutional investment advisory firm. Over the course of a long-term time horizon, black swan events will happen in financial markets. The lessons learned will shape strategies for long-term investment portfolio construction in the future. Probability simulations addressing unexpected market fluctuations provide insights to help manage long-term investment portfolios in ways that conventional static models cannot address.ДЄmid a global pandemic, with Wall Street dealing with the uncertainty of the upcoming presidential and congressional elections, 2020 has conditioned investors to live with volatility. The terms of the transaction were not disclosed.ITHACA, N.Y.-( BUSINESS WIRE)-Savvy investors and analysts know to expect the unexpected. This included providing M&A and industry expertise, as well as managing the preparatory, marketing, negotiation and due diligence phases of the transaction. Lincoln International acted as the exclusive financial advisor to Palisade, working closely with the management team and shareholders throughout the sale process. Scott Twibell, Managing Director and Co-Head of Lincoln InternationalвЂ™s Technology, Media & Telecommunications Group, added, вЂњWeвЂ™re very proud to have worked with Palisade given the companyвЂ™s rich entrepreneurial history and weвЂ™re excited to see PalisadeвЂ™s continued global expansion with TSCP.вЂќ We are excited to see the business continue to achieve success through its new partnership with Thompson Street,вЂќ stated Vera McLafferty, Owner of Palisade.

PALISADE RISK ANALYSIS SOFTWARE

As a private company, we appreciated their guidance and expertise, as well as deep software industry relationships, which ultimately led us to our new partner in TSCP. вЂњLincoln worked seamlessly with the board members and management team of Palisade, delivering consistent senior-level attention at every stage of the process. The companyвЂ™s flagship software solutions, and the DecisionTools Suite, enable users of Microsoft Excel and Project and other technology platforms to make better-informed decisions, while its industry-agnostic solution addresses broad applications for clients across all major industry verticals. PalisadeвЂ™s proprietary advanced analytics software suite assists clients with complex decision-making scenarios and allows users to develop and propose business strategies with greater confidence through sophisticated risk assessment. Lincoln International is pleased to announce that Palisade Corporation (Palisade) has been recapitalized by Thompson Street Capital Partners (TSCP).Д«ased in Ithaca, New York, Palisade is a market-leading provider of spreadsheet-based risk and decision analysis software solutions for more than 150,000 decision makers in more than ninety countries and ninety-three of the Fortune 100 companies. Back to Transactions Palisade Corporation has been recapitalized by Thompson Street Capital Partners

Palisade risk analysis