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Investment Management

Background

Data Analytics for Fundamental Investment Research, Factor Investing, Systematic Investing

The field of Fundamental Investment Research has changed substantially in the past few years with the increasing power of software tools that can substantially increase the productivity of investment research analysts. 


  1. Increasing use of Alternative Data

  2. Increasing use of Computer Algorithms to analyze large amounts of data

  3. Increasing use of Web-scraping to collect publicly-available data

  4. Increasing use of Computer Algorithms to develop and test new investment strategies


We work with clients to develop the tools for incorporating data analytics into the field of Fundamental Investment Research.

Case Study

The Problem

  • Most fundamental investment research analysts are not trained as computer programmers.

  • The time cost of using research analysts to develop computer programs is too high.

  • Many firms do not have the resources or desire to hire a large team of computer programmers to develop capabilities in-house.

Our Solutions

Related Insights

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