Asset Management

Introduction

  • The Smart Cube provides asset managers with a wide range of highly customized investment research and modeling support across multiple asset classes including equity, debt and commodities, portfolio monitoring, performance tracking, and risk management support. The company’s breath and depth of qualitative and quantitative research support is customized to best serves client needs.

Services

  • Research
    • Company studies and industry research
    • Equity and credit research
    • Macroeconomic coverage and country studies
    • Commodity and currency research
    • Investment opportunity screening
    • Thematic research
  • Modeling
    • Financial modeling, valuation, and sensitivity analysis
    • M&A modeling
    • LBO modeling
    • Back-testing of investment strategies
    • Model validation (CAPM, 3 Factor model)
    • Database creation and maintenance
  • Trading, portfolio, and risk management
    • Portfolio analysis and maintenance
    • Portfolio optimization
    • Performance record tracking
    • NAV computation
    • Pricing, valuation, and data support
    • Technical analysis
    • Pair trading
    • Regression testing of trading strategies
    • Risk computation (VAR, sensitivity analysis)
    • Monitoring other hedge trading strategies
    • Adhoc hypothesis testing and specific issue analysis