Andrew Davidson & Co

Leading provider of risk analytics and mortgage consulting for the #RMBS & #ABS industry. #prepayment #creditrisk #LoanDynamics

[Andrew Davidson & Co @ADCoAnalytics]

Our latest Pipeline article discusses the phenomenon of VA churning and the explanation of these occurrences. Are there possible long-term benefits?

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https://t.co/ViET8dGvnd

#valoans #refinancing #adcoanalytics

[Andrew Davidson & Co @ADCoAnalytics]

Our latest Pipeline article gives a look at our upcoming Kinetics 2.0 release and its new reporting capabilities!

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https://t.co/GgO2X8Mmxp

#kinetics #sql #API #adcoanalytics

[Andrew Davidson & Co @ADCoAnalytics]

We have two new Pipeline articles now available on our website! Check out the infographic below for more details on these insightful articles.

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https://t.co/Di6NedmIUP

##adcoanalytics #valoans #kinetics #sql

[Andrew Davidson & Co @ADCoAnalytics]

Check out our latest S-Curve blog "Gritty Renaissance: AD&Co Visits Detroit," Tom Parrent reflects on the decline and rebirth of Detroit.

Click the link to read more!

https://t.co/SrIxaf4gMD

#detroithousing #housingmarket #urbanrevitalization #adcoanalytics #housingdynamics

[Andrew Davidson & Co @ADCoAnalytics]

Announcing the beta release of MARS+, the next generation of Mortgage Analysis & Reporting System (MARS), which has been in use since 2008 for performance reporting of AD&Co models.

Click the link to read about the new capabilities of MARS+!

https://t.co/GzSocht6zW

[Andrew Davidson & Co @ADCoAnalytics]

Announcing the beta release of MARS+, the next generation of Mortgage Analysis & Reporting System (MARS), which has been in use since 2008 for performance reporting of AD&Co models.

Click the link to read about the new capabilities of MARS+!

https://t.co/GzSocht6zW

[Andrew Davidson & Co @ADCoAnalytics]

At @SFAssociation's SFVegas 2025, we offer you a unique opportunity to connect and explore our latest customized specified pools solutions, PoolKinetics.

Schedule your one-on-one meeting with AD&Co experts ➡️: https://t.co/M7C1Jb2C8E

[Andrew Davidson & Co @ADCoAnalytics]

At @SFAssociation's SFVegas 2025, we offer you a unique opportunity to connect and explore our climate risk solutions.

Let's meet to discuss our climate risk solution, Climate Impact Suite (CIS).

Schedule your one-on-one meeting with AD&Co experts ➡️: https://t.co/M7C1Jb2C8E

[Andrew Davidson & Co @ADCoAnalytics]

Our latest special @SFAssociation's SFVegas Pipeline newsletter is now available! See you in Vegas!

Click to read now ➡️https://t.co/Di6Nedmb5h

#sfvegas2025
#structuredfinance
#structuredfinanceassociation
#CCAR
#FED
#Kinetics
#climateimpact

[Andrew Davidson & Co @ADCoAnalytics]

Tune into our interview on our latest Quantitative Perspectives “Is the New “New Normal” The Old Normal? Understanding Mortgage Rates" sharing insights into benchmark changes in mortgage rates as the treasury rate changes evolve.

Listen ➡https://t.co/2dOcCB2U1T

[Andrew Davidson & Co @ADCoAnalytics]

AD&Co is proud to sponsor Structured Finance Association's SFVegas Conference 2025.
Eknath Belbase and Richard Cooperstein will be speaking amongst other experts in the industry.

#SFVegas2025
#structuredfinance
#structuredfinanceassociation

[Andrew Davidson & Co @ADCoAnalytics]

Join our experts for a live webinar on leveraging our cutting-edge models & analytics for US residential mortgages & MBS and discover how to streamline your 2025 CCAR reporting.
Register Now➡️https://t.co/PO8yHUnzC6…

#CCAR #MBS #mortgagefinance #stresstesting

[Andrew Davidson & Co @ADCoAnalytics]

In our first S-Curve blog of 2025, Andrew Davidson shares some thoughts on stress tests and capital, and how scenario-based stress tests can be valuable both during and between periods of severe financial stress.

Click the link to read more https://t.co/cc3KXiq39s

[Andrew Davidson & Co @ADCoAnalytics]

We are excited to share two new Quantitative Perspectives for the month of December, both papers offer in-depth insight into current market trends and advanced valuation techniques.

Click the link to read more ➡️https://t.co/q9LszzdoIV
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[Andrew Davidson & Co @ADCoAnalytics]

Thrilled to sponsor IMN's 10th Annual MSR Forum in NYC! Richard Cooperstein moderated & Joni Baker spoke on "Leveraging Trended Data to Enhance MSR Portfolio Modeling."

For key trends & insights, check out Joni's latest blog post!

Read more ➡️ https://t.co/NHs9Ui5irr #MSR

[Andrew Davidson & Co @ADCoAnalytics]

That's a wrap! Proud to have participated in IMN's 10th Annual #MSRForum, where experts discussed the role of #trendeddata in enhancing mortgage prepayment & #creditmodeling

Exciting times ahead as we unlock the power of data!

#IMNMSR #IMNEvents #MortgageRisk #DataAnalytics

[Andrew Davidson & Co @ADCoAnalytics]

Want to learn more? ➡ https://t.co/pLCvGoTcXQ

Schedule a meeting with our experts ➡ https://t.co/r25H8jSwRb

[Andrew Davidson & Co @ADCoAnalytics]

We are proud to be sponsoring @IMNEvents 10th Annual Residential Mortgage Servicing Rights (MSR) Forum.

AD&Co's Richard Cooperstein and Joni Baker will be on a panel called "Leveraging Trended Data to Enhance Your MSR Portfolio’s Mortgage Prepayment & Credit Modeling"

[Andrew Davidson & Co @ADCoAnalytics]

Exciting news! Our senior credit modeler, Daniel Swanson, is featured on the Panoramic Capital Academy podcast: “Modeler’s Perspective on Prepayment Modeling.”

This episode is part of our accredited 14-week capital markets course.

Watch➡️https://t.co/AfhCP8Q6L5

[Andrew Davidson & Co @ADCoAnalytics]

With rising volumes of Synthetic Risk Transfer (SRT) and Credit Risk Transfer (CRT), along with discussions on BASEL III, we're reissuing our comment letter to the FHFA on the capital treatment of CRT in our latest blog.

Click to read more ➡ https://t.co/DyDCdO0W3X.