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The inquiry was related to technical analysis in regards to portfolios reviews and creation of quantitative tools for financial institutions with an ultimate goal of satisfying portfolio risk tolerance and following regulatory guidelines.

Our team addressed the challenge by bringing in international expertise of best practices suggested by major regulators, or followed by significant global organizations. 

We created advanced toolkits for use (spreadsheets) and guided the clients into understanding of this new elevated framework of operations by   focusing not only on the figures but also on the ability of interpreting these findings. Furthermore, we placed the tools into practice, adapting the uses for the institutions specific needs.

Results

The outcome of the solution was that the delegates of this working group could now have greater and better tools to monitor:

  1. the risk efficiency and
  2. the quality of their trading actions with mechanisms that support the selection process for their funds and therefore for their investors.