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Undertake projects or ongoing investment analysis and investment strategy input using the StrategyEngine.
Undertake specific software development projects in relation to the StrategyEngine for the client.
Provide support for clients in developing and producing regular presentations and reports.
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A report focusing on a specific investment decision, theme or issue with a view to providing intelligence on the relevant key factors and drivers and recommendations. Equity Sector reports, for example, on the Bank sector, LPT’s or Small Companies would investigate the key drivers and establish watches or triggers for decisions utilising a combination of fundamental top-down, thematic and market/technical analysis. Coverage includes asset allocation, sector selection, stocks, currencies, interest rate markets and event impact studies such as monetary policy tightening, and recoveries.
Reports are monthly and including charts and tables will be 3-4 pages long and are available via email.
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Individual briefings with the client providing for an interactive session, leveraging off the StrategyEngine software to investigate areas of interest and explore investment strategy ideas in asset allocation, sector and stock selection, currencies, commodities, interest rate markets and economics.
Presentations are available monthly and run for 1-2 hours using the StrategyEngine software on a laptop and projector.
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A report focusing on identifying major developments in economic data or market conditions and relating these developments back to investment decisions.
Reports are provided weekly, the timing depending on market developments, are typically 2 pages in length and provided by email.
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