Factor model design
Bespoke factor models in equity markets: selection, neutralization, combination and validation, designed for realistic data limitations and trading constraints.
Consulting practice
Quant consulting for institutions and high-net-worth investors.
Factor models, risk frameworks and custom quantitative systems, tailored to the client’s mandate and infrastructure.
No commitment. 45 minutes.
Engagement model
How an engagement unfolds.
Briefing
An initial conversation covering the client’s mandate, current infrastructure, constraints and desired outcomes.
Scoping document
A written scope of work specifying deliverables, milestones, timeline and fee structure. No engagement begins without a signed scoping document.
Engagement
Delivery of the agreed work, typically in iterative cycles with regular review checkpoints.
Hand-off
Final delivery of all artifacts (research, code, documentation) and a hand-off session to ensure operational continuity.
Who Quant Solvings works with.
Engagements are accepted on a selective basis. Typical clients include:
- Institutional investors seeking to formalize an existing factor process.
- Family offices and wealth managers exploring systematic equity allocations.
- High-net-worth individuals managing significant personal capital with a long-term horizon.
- Existing Portfolio123 users requiring senior technical assistance on a defined project.
Deliverables
Six areas of work.
Risk framework development
Risk frameworks tailored to the mandate: concentration limits, exposure controls, drawdown management, factor and macro stress scenarios.
Process automation
Research translated into operational processes: data pipelines, rebalancing logic, order preparation tools and monitoring, built on the client’s existing infrastructure where possible.
Custom backtesters
Purpose-built backtesting engines for clients who want to test their own ideas: realistic costs, point-in-time data and clear reporting.
Custom quant terminals
Bespoke research terminals that bring factor data, positions and monitoring into one screen, built around the client’s workflow.
Custom quant applications
Tailored quantitative applications beyond the terminal: screeners, reporting tools and research utilities designed to specification.
Have a defined project in mind?
Request a consultation
Governance
Confidentiality and scope of services.
Confidentiality
All engagements are conducted under written non-disclosure terms. Quant Solvings does not disclose client names, mandates or methodologies without explicit written authorization.
Scope of services
Quant Solvings provides technical and educational consulting only. The firm does not provide regulated financial advice, does not manage client capital, and does not solicit or accept funds for investment on behalf of any client. All implementation decisions remain the responsibility of the client.
Considering a quantitative approach?
Begin with a 45-minute introductory conversation to assess fit, scope and approach.
Request an introductory consultation
No commitment. 45 minutes.
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