Transparent, efficient, fast
Clients (CIO, PM, Investment Committee, etc) defining the thematic or market focus for strategy construction
Army of Analysts
SAM generates thousands of Ensemble analysis methodologies for optimizing the best fit of fundamentals, Machine-Learning, & other techniques
Determine the level & scope of risk that a client is willing to accept in order to potentially achieve the desired return
Back & Stress Test
Model out & stress-test potential investment strategies that match & exceed the success parameters provided by the clients
Review & Fine-Tuning
Within days, the client is presented with optimized investment strategies for discussion, demo, & final adjustments
The client approves the desired strategy & moves forward with the execution
Launch Your Own
Customized, Branded Products
Convert client demand into customized ‘quant-fundamental’ product in days, not weeks
Create More Value
Turn your vision into optimized, bespoke investment strategies that align with & exceed client goals.
Explore new geographies, markets and strategies previously out of reach, without the risk and upfront overhead cost.
Never be unprepared or wait for periodic buy-side biased research to discuss and explain an investment decision, down to the individual stock.
Holistic & granular analysis of relevant companies by strategy, sector, or industry with objective or relative rankings.
Easy to Use
In a fraction of the time and overhead cost, transparently model optimized strategies customized by risk tolerance, performance metrics, & time horizon.
Reduce Everything Else
Easily model, create, and automate your investment processes with AI, including portfolio optimization, risk profiling, rebalancing, and more.