Financial Modeling & Automation Solutions
Financial Modeling & Data solutions for Businesses and Asset Managers
Financial modeling is the task of building mathematical models designed to represent the performance and risk of a financial asset or an investment portfolio.
Capital Management
Diversification & Optimization
- Multi-level vectorization under mean-variance portfolio theory (MPT)
- Compare performances by Sharpe, risks, and returns
- Optimal asset allocation with different time frame
Risk Management
- Value at Risk (VaR) hybrid approach
- Risk plotting and tail distributions
- Credit Value Adjustment (CVaR) generated probability of default
Simulations
- Price and volatility simulations
- Monte Carlo Simulation with Black-Scholes-Merton (BSM) model
- Graphic and technical analysis for individual stock or portfolio
Portfolio Management
- Data support for North America stocks and ETFs
- Portfolio balancing rules and methods scenario analysis
- Model risk forecast and value at risk (VaR) analysis
- Robust portfolio returns and risks charting and data set system
- Algorithm backtesting and trading
Capital Management Solutions turn your asset management practice into a scientific research lab; from herding based to rule based, from emotion based to data based. Asset allocation optimization and risk management are driven by statistic engines.
Planning & Analysis
Valuation
- Intrinsic valuations with Discounted Cash flow (DCF)
- Fairness Opinions
- Mergers, acquisitions, and divestiture
- Employee share ownership planning
- Business restructuring
- Purchase price allocations
Deal Flow Management
- Invested and private placement management
- Venture funding and distributions
- Fee structure and cash flow management
Financial Planning & Analysis
- Working capital management & analysis
- Revenues forecasting and costs budgeting
- Cash flow analysis and management
- Pension plan budgeting
- Life style and financial goals planning
Due Diligence Process
- Financial and operating information management
- Tax matters
- ESG & strategic positioning
- Management & employees issues
- Technology and IP
From concept design to completion for FP&A and transactions, we can help you set up a funnel for your current practice. Integrate flexible and modular financial models to value business opportunities and manage deal flows. Build a solid compliance structure. For growing independent financial firms, financial technologies can lower communication frictions and provide valuable insights for your projects.
Data Management
Digitization
Before you start, you might not know how or where you should start. For many businesses and financial professionals, sorting and organizing data might be the first and biggest challenges. Our team will help you extract your data from different formats and store them into ones that can be indexed and categorized.
Digital Transformation
Allow your data and resources work for you. Devise new business applications and integrate digitized data for your business. What gets measured also gets managed. And what gets digitized gets measured.
Modularity
Imagine you can isolate and control each or groups of your muscle cell. Wouldn’t that be convenient if you want to shape up? With cloud controlled data, we can help you build infrastructures or outcome specific platforms for your business.
Access
Access data through a cloud based portal (platform) for your data display and analysis purposes. You can easily access data directly from your internal IT supports.
Data management solutions convert your old files into gold mines. Cloud-based data increases your capacity and enhance functionality for your operations. You can easily identify under-serviced clients, high probability lead conversions, and high-risk user accounts. Data can be delivered in COM server (Excel) or cloud-based platform (PaaS Heroku) so that you don’t have to add expensive infrastructure or increase/train existing in-house support staff.