Financial Analytics for Asset Managers and Banks

Our Financial Analytics service provides analysis and tools to support banks, asset managers, private equity firms, and other financial institutions.

Financial Services & Data Science

We combine our financial services experience with data science expertise to enhance investment processes and financial decision-making, enabling sophisticated, data-driven insights for a wide variety of use cases.

Deep understanding of market structures and relevant valuation techniques enables informed valuation and financial decisions
Risk management expertise employs risk measures as well as a statistical approach
Capital markets industry experience with front, middle, and back office processes

Sophisticated data sourcing technologies seamlessly integrate data across multiple sources and formats
Calculation engines compute risk measures and investment metrics
Data visualization tools extract insights from data and generate new ideas, providing key analytics at-a-glance

Key Benefits

SPEED
Analyze Data and Test Hypothesis Quickly

Actionable analytics that become an integral part of the financial decision-making process enabling teams to analyze opportunities and isolate risks quickly.

INCORPORATE MORE SOURCES
Leverage Traditional Financial Data and New Sources of Unstructured Information

Include new criteria and metrics in financial decisions derived from sources such as news feeds, regulatory filings, and research reports.

VOLUME
Incorporate Large Volume of Data into Financial Models

Allow for the use of big data sets in financial analysis such as geolocation, website user tracking, and mortgage loan level data.

VISUALIZATION
Visual and Interactive Analytic Tools to Uncover Trends Hidden in Disconnected Data

Empower analysts to understand and derive insights from disparate data sets using visual interactive tools, charts, and graphs.

DECISION MAKING
Decision Making Framework with Predictive Tools

Create data-driven systematic decision dashboards that leverage predictive analytical tools and utilize information from disparate sources and systems.

Our Tools and Platform

LIBRARY OF TOOLS

Structure unstuctured sources-PDFs, Excel, web
Natural language processing (NLP) to identify key themes in research documents, news feeds etc
Sentiment analysis to identify and score views

Interactive customizable dashboards
Produce charts and infographics
Integrate with analytic tools such as Tableau, Excel, MATLAB, R etc.

Regression, correlation, variance, covariance models
Time-series forecasting and trend estimation
Principal component analysis and other statistical decomposition techniques

Derivative and securities valuation
Return-risk optimization frameworks that incorporate predictive market simulation
Value-at-risk and market risk models with scenario analysis and stress testing

INVESTMENT ANALYTICS PLATFORM – RADiENT

Market data time series tracking and forecasting
Scenario analysis and stress testing
Portfolio modeling and optimization

How It Works

We work hand-in-hand with our clients, adopting a responsive, collaborative approach to custom tailor solutions to meet their specific needs. We provide rapid, high-impact turnarounds that support an iterative process with short lead times, adapting to changing priorities, data updates, or new sources of information as necessary.

Working With You

Our team of engagement managers and analysts collaborate closely with our clients to provide responsive, experienced service that meshes seamlessly with client needs. We are head-quartered in New York with our India Innovation Lab based in Mumbai, allowing us to service all major time zones.

Engagement Managers
Our New York-based team has deep industry experience working with global banks, asset managers, hedge funds, and private equity teams. We collaborate with clients to derive meaning and insight from data.

Analysts
Our experienced analysts combine their data science expertise with capital markets training, including relevant financial certifications (e.g. CFA, FRM, CPA, MBA).