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Digitising investment
design and delivery
Technology-powered investment management
The world of investment management is changing
Investors demand cost efficient, customised and intelligent investment solutions
We help asset managers, wealth managers, banks and institutional asset owners to succeed in this increasingly challenging environment
Investment content customisation at scale
A digital framework for manager-
client interaction
Product differentiation of both product and client experience
Substantially lower cost -
resulting in higher margins
NEW THINKING
Leverage new tech to empower investment managers
NEW SOLUTION
Making unique, client focused, objective driven investment solutions cost effective and deliverable
NEW ENGAGEMENT
Transforming client engagement with digital interactivity and on demand information
A game changing technology
Our platform changes how investment strategies are built, managed and delivered
1
Fast
From investment design to trading within hours
2
Democratised Easy Access
No coding web-based platform
3
Full Life Cycle
One Integrated architecture
Driving a new client proposition
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ThematicsRapid product development for ETFs and certificates Simple or sophisticated ideas Flexible and scaleable
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ESG Strategies and IntegrationESG data analysis - rapidly iterate to a solution where values and risk/return are converging Empower investors to achieve their individual ESG objectives or follow regulatory frameworks (CTB, PAB, etc.) Audibility of investment process to address concerns around "greenwashing"
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Bespoke Investment SolutionsDesign and analyse your investment solution in real time in front of your client Utilise comprehensive portfolio analytics and backtesting capability Provide flexible reporting and on-going monitoring
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Alpha InnovationData analysis for investing Signal analysis and clustering Prototyping of alpha ideas
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Self IndexingReplace expensive third party index providers for non benchmark indices Build bespoke indices tailored to specific requirements Delivered on-demand and at much lower cost
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Strategic Asset AllocationModel / back-test allocation scenarios Customise for specific objectives Broaden choice of asset classes
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Digital Client ExperienceDigital framework for advisor / client interaction Investment content development journeys Interactive value add insights
A superior operating model
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ThematicsRapid product development for ETFs and certificates Simple or sophisticated ideas Flexible and scaleable
-
ESG Strategies and IntegrationESG data analysis - rapidly iterate to a solution where values and risk/return are converging Empower investors to achieve their individual ESG objectives or follow regulatory frameworks (CTB, PAB, etc.) Audibility of investment process to address concerns around "greenwashing"
-
Bespoke Investment SolutionsDesign and analyse your investment solution in real time in front of your client Utilise comprehensive portfolio analytics and backtesting capability Provide flexible reporting and on-going monitoring
-
Alpha InnovationData analysis for investing Signal analysis and clustering Prototyping of alpha ideas
-
Self IndexingReplace expensive third party index providers for non benchmark indices Build bespoke indices tailored to specific requirements Delivered on-demand and at much lower cost
-
Strategic Asset AllocationModel / back-test allocation scenarios Customise for specific objectives Broaden choice of asset classes
-
Digital Client ExperienceDigital framework for advisor / client interaction Investment content development journeys Interactive value add insights
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