Research Infrastructure

Research Infrastructure
Built In-House

We built our research infrastructure ourselves: analytics for equities and ETFs, fixed income, and listed options, tested against decades of market data including 2008 and 2020. It exists for one purpose, which is to make better decisions inside client portfolios.

Equities & ETFs

  • Total-return analysis
  • Correlation and beta measurement
  • Factor decomposition
  • Regime comparison
  • Security and fund screening

Fixed Income

  • Treasury-curve analysis
  • Yield and spread measurement
  • Duration and convexity
  • Credit and liquidity review
  • Security-level comparison

Options

  • Volatility analysis
  • Scenario modeling
  • Exposure and payoff review
  • Suitability and collateral checks
  • Portfolio-overlay analysis