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Consulting Services

Provide research and consulting services to asset management firms and financial professionals seeking disciplined methodologies and processes that produce better investment outcomes for their clients.

Enhanced stock selection model, disciplined asset allocation process, optimize tax managed portfolios or solidifying back office processes are just some of the solutions that can be developed for your organization.

Active Management Models

  • Fundamental Valuation
  • Stock Selection
  • Beta Strategies
  • Risk Models
  • Asset Allocation
  • Tactical Rotation
  • Mutual Fund Ranking
  • Multi-Manager Analysis

Portfolio Construction Tools  

  • Risk Management
  • Optimization
  • Transaction Cost
  • Tax Managed
  • Downside Risk

Quantitative Methods

  • Portfolio Analytics
  • Risk Metrics
  • Statistical Packages
  • Non-Linear Modeling
  • Database Design
  • Software Development

Operational Processes

  • Financial Data Aggregation
  • Custodial Platform Interface
  • Accounting System Integration
  • Trade Order Management
  • Performance Measurement
  • Data Vendor Management