What We Offer
Investment Process Review, Integration & Validation
We use statistical, fundamental and behavioural data analytics to advise clients on their investment process implementation, decision-making efficiencies and investment style consistency.
We validate manager active and competitive advantages using benchmark and peer relative analysis.
We bring together our data driven forensic capabilities and experience human insights to provide a range of diligence solutions. These include Investment Diligence, ESG Diligence, OPS Diligence and Risk Diligence across most major asset classes.
ESG & Sustainability Solutions
We adopt a quality and risk based framework to assess ESG and environmental risks in investment portfolios. Our solutions include ESG Diligence, ESG and Carbon Analytics and Validation of ESG process integration (using global best practice guidelines).
Fund Strategy Positioning & Competitive Benchmarking
Using unique combination of strategy, market, peer group datasets we unpack the sources of your active and competitive advantages. Using an Evidence-Based Framework we access if your strategy is generating skill based alpha, is true to label and is repeatable. We provide this service across a range of asset classes such as equities, fixed income, real assets and multi-assets.
Industry Research and Intelligence
We use machine learning techniques and proprietary flow-spring technology to integrate, analyse and visualise industry data.
Using this approach, we present unique insights on Australian and global fund industry including demand-supply factors, trends, risks and opportunities.