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

Consulting Focus

Our current consulting focus is on:

• investment process – consistency, clarity, extracting full value, ESG – refer our articles
• quantitative investment systems – helping to build, define, plan or improve
• 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.