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?

We have consulted to fintechs on:

• clarifying the question you are trying to answer – clarity, depth of thinking
• specifying the best metric to answer the question – not always the first thing you thought of
• using different modes of investment return – absolute return, relative return, active return
• standardising data – to support the best metric for the appropriate return mode
• metrics to avoid – PEG Ratio
• metrics to treat with caution – PE Ratio, Price to Cashflow
• planning investment systems – using the A-B-C-D-E framework
• product health check – to identify areas of strength and areas of improvement

Contact us for help with your investment issues.