Arrow Investment Analytics
Optimized Selection and Management of Structured Investments
Arrow IA is an investment platform that provides its clients with services relating to the innovation, origination, evaluation and optimization of Structured Investments and other derivative products.
Arrow IA combines significant product expertise and industry experience with market-leading proprietary investment technology that aims to help financial professionals select the best possible investment for their clients. With offerings ranging from product consulting to technology licensing, Arrow is uniquely and independently focused on investment selection.
Arrow IA’s market-leading proprietary investment technology is core to the services it provides to its clients.
Our innovative technology enables clients to independently price and evaluate Structured Investments and to generate robust quantitative analysis that allows for the full evaluation and optimization of products based on client- directed risk and return targets.
Independent Pricing and Valuation
Arrow IA’s proprietary pricing platform enables its clients to independently appraise a Structured Investment, accounting for all relevant inputs, such as issuer fees, hedge costs, and credit worthiness.
The purpose of this platform is to provide clients with a fair value, and related analytics, that Arrow IA believes is rational and reasonable for a particular product. Through independent valuation, Arrow IA seeks to empower its clients to accurately assess the merits of a product and act in the best interest of their investors.
Robust Quantitative Analysis
Arrow IA offers clients access to a comprehensive set of risk and return metrics so that they can make more informed decisions when selecting an investment.
To calculate the various metrics, Arrow IA creates an independent data set made up of hundreds of thousands of simulated product outcomes spanning across over hundreds of thousands of unique market pathways. This statistically significant dataset provides investors with an enhanced level of confidence and objectivity as they choose a product.
Arrow IA’s core focus is seeking to provide institutions with the tools they need to select the best possible investments for their clients.
Arrow AI combines in-house expertise with advanced investment analytics to optimize risk / return goals and to present products that most efficiently target a client’s investment objectives.
Our offering includes, but is not limited to...
Frank Copplestone
FOUNDING PARTNER
Frank started his career in 1993 at Credit Suisse Financial Products as an Equity Derivatives trader based in London. He later worked at Bankers Trust as a senior multi-asset Equity Derivatives Trader before becoming Head of Exotic Equity Derivatives Trading at Commerzbank. After a decade as a trader, Frank moved to Deutsche Bank to build and manage the Quantitative Products Engineering businesses across EMEA and Asia, being based in London and Hong Kong. In 2008, Frank joined Morgan Stanley to run Financial Engineering in EMEA and Americas, being based in London and New York and later became Global Head of the Retail Structured Products platform. In 2013, Frank was named the Global Head of Equities (Structured Products) at Jefferies. Prior to co-founding Arrow IA, Frank launched Levendi Investment Management in 2017 which is a specialist Structured Investment firm. Frank holds a Doctorate from Oxford University and is a Freeman of the City of London.
Dave Walsh
FOUNDING PARTNER
Dave is a founding partner at Arrow IA. Prior to founding Arrow, Dave was an Executive Director at Morgan Stanley, overseeing the firm’s origination and distribution of Structured Investments into Independent Broker Dealers and Registered Investment Advisors. Dave also spent seven years at JPMorgan, beginning in Institutional Equity Sales before moving to Structured Products Origination, and eventually Structured Products Sales. Dave holds a Bachelor’s Degree in Liberal Arts from Boston College, and currently resides in New York City.
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