Index & Quant Solutions

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

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

Client success stories
Meeting Commercial Challenges with Offshore Index Support
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How banks can achieve 10% year-on-year growth in new indices - without adding headcount.

Give Your Research and Quant teams The Tools to Discover New Insights
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See how your teams can spend more than 70% of their time on creating new analytical tools, conducting ad-hoc investigations and building financial models.

Reporting Dashboard Turns a Chore into an Opportunity
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Make your reporting system 50% faster and more efficient via your own automated reporting solution.

Comprehensive mind+machine™ solutions
Research and operations
Reporting and analytics
Fintech solutions
Data services

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

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

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

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
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
Read more about mind+machine™ for
quantitative investment strategies
Blog post
Should young investors focus more on dividend stocks?
Blog post
Factor indices – still too sophisticated for LatAm?
industry insight
Why Dividends Matter for Young Investors (too)
white paper
Demystifying MiFID II – The Future of Sell-Side and Buy-Side Research
industry insight
Financial Regulation: Big Decisions for Index Industry?
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.
Contact Us