Unbiased, evidence-based analytical framework combined with deep industry expertise to deliver innovative and high impact client solutions across a wide range of investment functions and asset sectors.
- Portfolio Solutions – portfolio structuring and optimisation solutions across single and multi-asset portfolios.
- Capability or Strategy Diagnostics – comprehensive risk diagnostics, style and factor analysis, performance attribution solutions across multiple dimensions and asset sectors.
- Decision analytics and advisory – across new product development, after tax solutions, sustainability solutions, new market entry decisions, peer benchmarking.
- Philosophy and Process authentication – using Foresight’s proprietary Fundamental, Performance and Qualitative framework to assess key components of the proprietary forecasting process, validate ‘true to label’ attributes and sources of comparative advantage.
- After Tax Benchmarking and advisory – comprehensive benchmarking service for a manager, fund, superfund. Advisory solution to fully embed after tax framework into investment processes.
- Asset Class and Index Analytics – solutions include modelling of risk drivers, opportunity set analysis, history and evolution, fundamental diagnostics, performance diagnostics, correlation analysis, and asset flow analytics.
- Predictive analytic solutions – tailored work around new alpha factor testing in new or existing markets, authenticating new datasets, data and infrastructure advice on incubating and warehousing new proprietary datasets.
- Risk & Governance Framework – develop a tailored risk and governance framework around multi-asset, public & private market holdings to ensure preservation of capital and mitigation of market and operational risk in multi or single Family Office practices and/or Endowment plans.
- Performance target analysis – shortfall analysis, constraints profiling, track record profiling, capacity estimation, performance attribution from execution and trading activities.