Index & Quant Solutions

Accurate, scalable and auditable solutions for investment strategies and structured products.

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Augmenting business and analytics competency with technology solutions

Investment managers must extract accurate, high-quality insights from the torrent of data that flows from capital markets every day. To pinpoint innovative investment strategies, they need to discover new markets and market anomalies. Meanwhile, clients, compliance functions and regulators demand flexible, transparent and scalable data management and reporting solutions.

Whatever strategy is right for you, we’ll help you test new ideas, create and maintain investment strategies, manage your data better, stay ahead of the curve with timely reporting and offer genuine value to your customers.

Quantitative investment strategies framework

  • Develop your investment strategies

    Build new capabilities, introduce new products and asset classes and expand into new markets

  • Do more with your data

    Integrate data from global operations and multiple data systems to build a single common language

  • Streamline reporting and analytics

    Set up auditable and retrievable data warehouses and strong governance for more accurate and valuable data

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

  • 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.

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