We provide consulting and contracting services to asset managers, asset owners, wealth managers, financial advisors and stockbrokers.
Our current consulting focus is on:
- investment process – consistency, clarity, extracting full value, ESG – refer our articles
- asset allocation – strategic, tactical
- portfolio construction – refer our articles
- portfolio risk management
- portfolio analytics
- market impact costs – via the EQimpact Model
- ESG investing – based on our Pure ESG approach
Contact us for a friendly and confidential discussion on your pain points.