Quantitative Services

Often, investment professionals lack the resources or time to acquire and learn new quantitative applications. In many cases, the research effort needed is too small to justify the time and expense of acquiring a system and doing it yourself.

Blackhorse Analytics has extensive experience designing, testing, and implementing customized quantitative investment solutions. We provide a wide range of personalized quantitative services for investment professionals to help systematically improve the efficiency and effectiveness of your investment process – in many cases, at a fraction of what it would cost to do it yourself. Spend less time “crunching numbers” and more time making decisions.

Our personalized quantitative services include:

  • Screening, Stock Ranking Reports, and Focus Lists: We regularly monitor hundreds of fundamental and macroeconomic stock selection factors. We can create, maintain, and deliver personalized focus lists or stock ranking reports tailored to your specific equity investment strategies – on a daily, weekly, or monthly basis.
  • Investment Strategy Research, Design, and Validation: We have extensive experience developing, testing and implementing equity investment models for a variety of investment styles. This includes factor specification and research, regression analysis, model-building, portfolio backtesting, forecasting, strategy simulation, optimization, and performance analysis. In addition, we can assist with the validation of existing models and the evaluation of third-party systems.
  • Bespoke Market Research Studies: We can conduct customized market research studies, factor backtests, reverse engineering, and other quantitative investment analyses on a one-time or on-going basis. We can also supply charts and analyses for marketing presentations or publications.
  • Index and Benchmark Creation: We provide an independent solution to create and maintain custom benchmarks for use in performance analysis and for marketing purposes.

Please contact us to learn more about what we can do for you. All aspects of our client relationships are kept strictly confidential.