portfolio analysis and review solutions for active management firms that want to
incorporate institutional level portfolio and risk management procedures into their
portfolio construction methodology and marketing strategy. We develop portfolio
reconstruction and performance enhancing strategies for active products. Our market
trend and extreme deviation analysis is available by contacting us directly, this is of
particular value to Investment and Financial Advisory Firms who use ETF's and select
sector funds as part of a tactical and strategic asset allocation program.
Our approach to generating such solutions is based on the latest advances in financial
theory and empirical research and incorporate modern methods in portfolio
construction, design and management. The objective is to enable active managers to
focus on their core-competencies in stock picking and alpha generation, while
outsourcing the quantitative aspects of portfolio analysis to the specialists*.
This site is also about the dissemination of modern quantitative research and methods as applied to
portfolio management. Knowledge is a commodity that actually grows by sharing. You are welcome
to share your ideas and methods. The 'Research' / 'Papers' buttons on this page will take you to those