Use Cases

Our Systematic Research & Technology solutions are repeatable, flexible and robust. They help customers in the financial services industry to solve their Quantitative Research & Strategy Development activities.

This allows customers to focus on growing AUM and investor numbers.

Here are a few examples of how financial services professional leverage our capabilities to grow.

Wealth Adviser

Challenge: On-boarding new investors, servicing existing investors, while undertaking research activities which support high investor retention and long term profit. 

Solution: We will  provide you with a robust and repeatable investment solution which has historically generated above market, repeatable returns. We can build investment strategies to target certain turnover levels, annualised return targets, dividend yield target amongst others.

Hedge Fund

Challenge: Running a hedge fund can mean you need to focus on compliance, marketing, capital raising and running the business. Comprehensive research can be neglected which undoes all your hard work in these other areas.

Solution: Through consultation we can be your own Quantitative Research team. We can develop a core strategy, quant overlay, signal or re-optimise existing strategies. This allows the team to focus on new AUM, marketing, and capital raising activities.

ETF Issuer

Challenge: The need to quickly and efficiently bring innovative new products to market to capitalize on emerging trends and investor demand.

Solution: An ETF issuer chooses to license and launch one of our white-labeled strategies. Instead of spending months on internal research and backtesting, they can leverage our fully developed and validated systematic framework. This dramatically accelerates their time-to-market, allowing them to be first movers in new categories like sustainability, specific factor exposures, or global macro themes.

SMA Platform

Challenge: Expanding their platform’s offerings to include diverse, cutting-edge strategies that meet the needs of a wide range of advisors and their clients.

Solution: An SMA platform collaborates with us to add new thematic and factor-based offerings to their menu. By using our research and technology infrastructure, the platform can quickly integrate and validate new investment options, providing their partner advisors with a richer selection of scalable, high-quality portfolios to choose from. This boosts the platform’s appeal and empowers advisors to better serve their client base.