Consulting

We provide consulting and contracting services to asset managers, asset owners, wealth managers, financial advisors and stockbrokers.

Consulting Focus

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.