Consulting

We provide consulting and contracting services to fund managers and stockbrokers.

Our consulting process involves three steps – diagnosis, planning and implementation.

Our related contracting services generally involve improving investment systems.

 

Consulting Examples

We have consulted to fund managers on:

  • using quant in your investment process – consistency, clarity
  • good quant versus bad quant – what not to use
  • people, process and technology – who does what when and how
  • when will I start failing? – how big is too big? – what is my fund capacity?
  • which analysts add the most value? – brokers, internal, which consensus?
  • how much value does my dealer add? – benchmarking, measurement

We have consulted to stockbrokers on:

  • centralising and decentralising research – who owns the macro view?
  • streamlining research processes using quant – delivering consistent forecasts
  • improving recommendations – assessing, clarifying, relevancy
  • rating my analysts performance – leadership and accuracy
  • mentoring – guiding young analysts
  • portfolio trading – establishing a new business unit
  • algorithmic execution – developing and deploying an algo execution system
  • technology planning – what systems and people do we need?

Contact us for a friendly and confidential discussion on your pain points.