CONSULTING PRACTICE

Bespoke quantitative engagements for institutional and high-net-worth clients.

Quant Solvings provides technical consulting in factor model design, risk framework development and systematic process implementation. Each engagement is tailored to the client’s mandate, infrastructure and constraints.

CAPABILITIES

Three complementary areas of work.

Factor model design

Construction of bespoke factor models in equity markets, including factor selection, neutralisation, combination and validation. Models are designed to withstand realistic data limitations and trading constraints.

Risk framework development

Definition and implementation of risk frameworks tailored to the client’s mandate: concentration limits, exposure controls, drawdown management, factor and macroeconomic stress scenarios.

Systematic process implementation

Translation of research outputs into operational processes: data pipelines, rebalancing logic, execution interfaces and monitoring. We work with the client’s existing infrastructure where possible.

ENGAGEMENT STRUCTURE

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 artefacts (research, code, documentation) and a hand-off session to ensure operational continuity.

CLIENTS

Who Quant Solvings works with.

Engagements are accepted on a selective basis. Typical clients include:

  • Institutional investors seeking to formalise 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.
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 authorisation.

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 30-minute introductory conversation to assess fit, scope and approach.

Request an introductory consultation