Most engagements touch more than one service below. A validation project usually ends in questions about execution cost, and an execution project usually starts with questions about the research behind the orders. Everything we build is data-agnostic: the same procedures run on equities, futures, currencies, options, rates and crypto assets.
Independent review
- Manager and advisor due diligenceAn independent read of an outside manager's research, record and process, before you allocate to it.
- Strategy validationFormal procedures that decide whether a strategy has an edge before capital depends on it.
- Execution cost reviewA fixed-scope measurement of what your trading really costs, from your own order and fill records.
Research and engineering
- Custom strategy development and researchNew strategy research to your brief, run to our research standard, with the code and every test handed over.
- Research infrastructureThe machinery that lets a team test ideas at scale and reproduce every result.
- Portfolio constructionCombining strategies so the portfolio holds up when single strategies do not.
- Order and execution managementOrder and execution systems that cut cost and keep flow acceptable to counterparties.
- Integration and automationConnecting brokers, venues and data, and taking manual steps out of the workflow.
- Building an in-house research teamHelp for a firm that wants its own research team: roles, hiring, tools and the standard the team works to.
Ongoing support
- Monitoring retainerContinuing oversight of live strategies, risk and execution cost, reported to you in writing every month.
- Team training through IATACFCourses for your staff through IATACF, chosen for each person, with certificates you can verify.
How we work with clients
- Independent
- Our recommendations are not tied to any broker, venue, platform or data vendor.
- Confidential
- Work starts under a non-disclosure agreement. Client code, data and results are never reused for anyone else, and clients are not named.
- In your environment
- We can work inside your own infrastructure, so data and code never leave it.
- Negative results reported
- If a strategy fails validation, the report says so, and says why.
- Documented for review
- Every procedure is written down so your risk, compliance and audit staff can follow and repeat it.
- Clean handover
- Code, documentation and procedures are handed over in a state your team can run without us.
To discuss a project, write to our contact address.