The mind+machine™ difference
Over 10,000 strategies covered
We offer deep domain expertise across many different asset classes. From simple weighted strategies to complex ones based on weight optimization, market patterns to recognize potential buy/sell signals, or by isolating exposure to specific variables.
Flexible operating models
Manage and improve your existing processes… or design completely new ones, with our service design consultants.
Well-defined functional roadmap
Apply financial and statistical rules to content-based investment strategy.
Contextual technology solutions
Ranging from productivity automations to scalable, cloud-based platforms.
Global footprint
Ready to serve you in 25+ languages and multiple time zones.
Comprehensive mind+machine™ solutions
Research and operations
Helping you develop, verify, document and maintain the investment strategies that your customers demand.
- Idea generation
- Back-testing/modeling
- Strategy maintenance
- Coding strategies
- Documentation and verification
- Client query management
- Audit support
- Tracking markets
- Writing research pieces
Reporting and analytics
With our help, you can give decision makers essential information in less time and with fewer resources.
- Agile reporting tools for granular reports and intuitive aggregated dashboards
- Operational reporting
- Business intelligence
- Executive dashboards
- Client reporting
- Analytical tools for prescriptive analytics of capital market trends
- Editorial, DTP and proofreading
- Agile reporting tools for granular reports and intuitive aggregated dashboards
Fintech solutions
We can help you redesign key processes, automate knowledge workflows and make your service more client-centric.
- Computing libraries and setups for investment strategies
- Automation toolkits for process efficiencies
- Web-based dashboards and platforms for:
- Price calculations
- Strategy construction
- Performance and risk analytics
- Reports
Data services
We can help you gather, store and maintain your data assets to support better investment strategy decisions.
- Aggregating, integrating and managing data
- Data collection and digitization
- Data quality assurance
- Database design and architecture
- Database maintenance
Talk to one of our experts
Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.