Welcome to the innovation in the Portfolio Investment Process
Leverage the power of our expertise in disruptive technologies applied to finance to build robust investment processes and create risk-well-adjusted model portfolios
Key benefits
RobustAlgorithms
From Analytical to AI models, building the best engine for our client needs and business requirements
AIFinance
Using Machine and Deep Learning models to read, learn and create model portfolios that incorporate pre-active return and risk expectations
ModularService
Building with our clients the entire investment process or helping to explore new solutions in some of its phases
TailoredSolutions
We build specific solutions for each client, relying on an exhaustive consulting process that guarantees the perfect understanding and an adequate management of expectations
Our products
Data transformation
Making your ML Project work with quality dealt data.
Market analytics
Having an informed glance at the market from traditional and advanced analytical tools
EDA
Exploring data opportunities and getting a sense from the market flow
Quality data solutions
We adapt the data to your specific needs, making it useful, solid and robust
Data meaning
Considering utility as a key factor in the efficiency of the models, so we apply methodologies that help us to disregard noise
Giving you an edge
We deal with the data for make it and edge for your decisión making process
Ranking and scores
From standard rankings/scoring to new fashioned ones. Tailored rankings showing you what is the best asset configuration
Data refining
Extracting the value from your data. Making your optimizers work better, more fluid, more accurate
Return roots
The need of getting the essence from the data to understand where the returns are coming from
Tailoring indicators
A first step in order to furnish your data for building specific indicators to get the market insights and anticipate the market trends
Data noise reduction
Reducing the dimensionality of the features set to identify the relevant drivers to improve your market estimation process
Factor Analysis
Get the factors which best work for your multifactor strategy and the ones needed for making your smart portfolios work at top level
From traditional models
Using historical data approach as a start point for more traditional asset managers
Enhanced estimators
Moving towards flexible estimators based on cycle, event driven, to achieve a greater adaptability
Model´s measuring
Cross sectional and matrix tools for measuring the good behavior of the models
Flexible approach
Different approximation for return estimators, always having the model robustness in mind
AI
The power of AI working for reducing randomness and other traditional approaches gaps
Asset managers market view
Adapting the model to consider the market view of the asset manager
Control
Development of risk indicators, ratings and scores for statistical valuation of risk macro data
Dynamic Risk Models
Use of AI approach to obtain flexible and dynamic risk models
Markowian risk estimators
Classical risk approach for the more traditional asset managers
Basel sensitive model
Risk models in accordance with Basel regulations and local specifications
Active asset management
Making a fine tuning of your risk models in order to keep it align with the market tendencies
Robust Risk models
Keeping your portfolios adjusted and stable giving them the exact flexibility needed to not lose track of the market
Markowian optimizers
Optimizers based on return/variance approach as initial offering for traditional asset managers
Models plasticity
Implementing new approaches with adaptive market cycle models
Mixed models
Hybrid optimizers using proprietary models for enhance results
Expert team
Professional team who will shorten and make more efficient your model construction process
Asset managers market view
Adapting the optimizers so the qualitative vision of the market of the management teams can be implemented
Innovative tools
A team that seeks continuous improvement, with a great update and analyzing new approaches and models
Experience and capabilities
Market and asset reporting using proprietary “know how”
Side by side
Full support in the analysis of portfolios to the asset management teams considering the diversity of objectives and recipients of the information
Focused on decision process
High quality reports for clients and investment committees for better decision making
Performance attribution
Performance attribution tools for feeding the investment process
Tracking tools
Backtesting models and stress test tools
Tailored definition
Flexible design adapted to each asset manager. Designing together the contents, structure and periodicity
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Further information
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