3 Service Models to access Sophisticated Predictive Analytics

  • Traditional Accenture or Big-4 style implementations at a large institution
  • Typically using our “full application” (to be configured by a mid-level person with thousands of parameters) and a view-only application for the rest of the team.
  • The implementation will be customized to fit the exact “input and output” point of the client’s existing systems.
  • Usually involve an elaborate project management plan with the need for data integration.
  • We provide compliance-quality scientific documentation (published by World Scientific, the printer of Nobel lectures) for model validation purposes.
  • Entry-level solution with limited parameters.
  • The solution can work on a standalone basis with third-party data providers
  • Up to 5 terminals can share a database
  • Large sites are encouraged to upgrade to a bespoke implementation to avoid the technology limitations of any terminal style solution
  • Simple setups, quick results, and immediate impacts

  • Typically for institutions which have already invested a significant amount into a front-end and therefore they have a strong desire
  • Our API Engine is the same backend that we use internally. Unlike some providers, our API Engine does not simply offer a subset of our functionalities.
  • The main implementation is often matching the reference data of the client’s existing systems.
  • The Engine will be part of a Swiss-German API consortium consisted of major financial institutions so that our engine can meet precise and stringent standards
  • In addition to standard documentation, we provide API and data model documentation.

WHAT WE OFFER

Scenario Analysis

Scenario Analysis

Stress-test portfolio in real time under forward-looking scenarios, using predefined or your own customized scenarios

Asset Selection

Asset Selection

Use Artificial Intelligence to sort through volumes of company and economic data identify top-performing assets

Factor Analysis

Factor Analysis

Customize single and multi-factor representation for each asset to identify factors driving portfolio performance

Risk/Return Attribution

Risk/Return Attribution

Drill down and understand the key drivers of a portfolio’s risk and returns in historical or forward-looking scenarios

Multi-Asset Handling

Multi-Asset Handling

Native multi-asset, multi-frequency support with full ability to incorporate hard-to-value over-the-counter assets

Automated Workflow

Automated Workflow

Generate client-ready reports with automatic scanning of news/social media sentiments among investments