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Industries

Asset Management

The asset management industry has not yet fully bought into the outsourcing concept, due to concerns of quality and consistency. We believe we can change that through our superior execution. Our special unit on Quality Control consists of industry people who personally check all product going to clients. We gear our products to each of these categories.

Our target customers in this segment are:

  • Hedge funds
  • Mutual funds
  • Family offices
  • Wealth management firms

We work in the Front and Back Offices of these organizations.

In the Front Office "We Collect, Synthesize, and Analyze Information" for you, and can handle every step of the process separately, or all of them together.



Front Office functions are many. We focus on the following:

 

How we can help:
Fundamental analysis:

  • Modeling
  • Forecasting
  • Company research
  • Investment Reports
  • Industry analysis
  • Data series analysis

Quantitative analytics:

  • Price/volume analysis
  • Support/resistance
  • Statistical analysis of data series

Portfolio Management:

  • Portfolio diagnostics
  • Sector, style, security analytics
  • Risk metrics (net exposures, maximum drawdown)
  • Portfolio metrics (beta, correlation, Sharpe ratios)
  • Fund Performance & Update letters to investors

Activism:

  • Proxy writing
  • Proxy solicitation services
  • Letters to Boards
  • Shareholders lists/telecalling

In the Back/Middle Office, we offer:

Counterparty Risk Analysis:

  • Diagnostic tools
  • Assumption testing

Investor Relations:

  • Presentations
  • Performance Reporting
  • Investor Communication