● Consulting family offices and wealth managers.
● Institutional portfolio research and analysis, designed for high-net-worth, wealth managers,
and family offices.
● Manager search, ranking, and due diligence.
● Strategic and tactical asset allocation.
● Custom portfolio construction through optimized combination of alternative and traditional assets.
● Portfolio evaluation, diagnostic, and discreet second opinion.
● Risk management, numerous portfolio statistics, multi-level benchmarking.
● Aggregation of various accounts into a total portfolio.
● Multi-level performance measurement on aggregated portfolio, asset classes, and sectors.
● Comparison of total portfolio and its sections with relevant benchmarks.
● Advanced optimization analysis to achieve the highest Sharpe Ratio of the portfolio.
● Innovative multi-factor ranking model, allowing to identify the most skilful, best-rounded managers.