analysis
The Research Advantage provides technical product design and computer software development for clients ranging from institutional investment firms to field- testing innovative technologies.
Projects
- built performance attribution analytic tools to evaluate investment manager tactics
- developed the StyleTRAC investment style assessment system
- implemented a mutual fund selection program for Bank of America clients
- implemented psychological assessments: investor risk-tolerance, values affecting workplace relationships and lifestyle preferences
- created the first application of LP optimized cash-flow-matching to calculate the present value of expected future cash flows