We are a specialized consulting firm that helps institutional clients develop their Investment Analytics capabilities

We believe through proper focus and perspective, the challenges of providing Portfolio Analytics can be more easily overcome and the benefits of using tools such as Risk Management, Performance Attribution, Stress Testing, Scenario Analysis, Characteristics Reporting, and Optimization can be fully realized.

Focus Areas

Establish objectives for your Portfolio Analytics team and develop the best plan for achieving them.

Acquire and integrate the Research, Methodologies, Systems, and Data required to successfully carry out your strategic plan. 

Optimize the deployment of human resources to achieve your goals.

Identify, evaluate, and resolve issues effectively and efficiently.


Improve the way you oversee the management of your assets.

Develop the capabilities that will allow you to stand out from your peers.

Provide the best fiduciary services in the industry.