Institutional-grade multi-asset research, signal-driven model portfolios, and full attribution transparency — as a service.
From macro data to fund selection. Every signal, every tilt, every basis point of active positioning is explained and attributed.
Real-time economic and market indicators processed into actionable signals. PMI, labour, inflation, credit conditions, and more.
Scoring of equity, duration, credit, and commodity regimes. Each modulator is a weighted composite of underlying signals.
12 cross-asset decision vectors capturing relative value, momentum, and structural themes. From equity regional tilts to curve positioning.
Signal-driven allocation across 11 asset classes. Modulators set the direction, vectors fine-tune the positioning, constraints enforce risk limits.
Expected returns, volatility, drawdowns, Sharpe ratio, CVaR, tracking error. Full risk decomposition for every portfolio and profile.
Weekly perspectives, talking points, and positioning updates — all brandable under your firm's name. Your clients see your brand, backed by institutional-grade research.
From capital preservation to maximum growth. Every portfolio is driven by the same proprietary signals, scaled for each risk appetite, and implemented with passive funds.
Same signals, scaled for risk. Every profile is driven by identical macro inputs. The risk scalar determines how aggressively each portfolio responds.
Fully passive implementation. UK-domiciled ETFs from Vanguard, iShares, L&G, and Amundi. Weighted TER from 7 to 15 basis points.
Full attribution transparency. Every basis point of active positioning is attributed to a specific signal, modulator, or vector.
Cash as an asset class. Conservative profiles hold meaningful cash allocations. Cash acts as a residual absorber when signals reduce risk.
Consumer Duty audit trail. Every allocation decision is documented with the rationale, the signal, and the expected client outcome. Built for FCA scrutiny.
White-label ready. Research, factsheets, and client reports all rebrandable. Present institutional-grade output under your own firm's name.
A transparent, documented process that turns macro data into portfolio decisions. No black boxes. Every step is visible, explainable, and Consumer Duty ready.
Multi-asset macro research and bottom-up equity analysis. Everything you need to inform client conversations and investment decisions.
Proprietary weekly research covering macro positioning, signal changes, and what it means for portfolios.
Stock analysis powered by the QVMS model. Quality, Valuation, Momentum, and Sustainability scores for every holding.