We combined a team of technology and financial experts that work to meet and exceed our client’s expectations
Model Portfolio Service (MPS) provide risk-rated portfolios, controlled by a powerful and complex investment methodology.
Performance-based information on investment assets is widely available
We provide quant-based research to support businesses get more time with their clients. Our goal is to share our expertise, consistency in the investment process, and a market advantage based on data analytics.
Why: After the global financial crisis, new customer segments and participation of new players financial firms saw a need for additional help in building data-centric portfolios that more closely aligned to internal data (Risk profile of their clients and external data).
Taking into account 4 pillars: