Equity Research Back-Office Services Case Study

Overview

Perform backtesting using several investment policies on different sets of counter-cyclical stock to arrive at a policy that gives good returns even in a stock market down-trend

Client

Portfolio Management Firm - MA

Client's Challenges

Voluminous time-consuming BackTesting

O2I's Back-Office Services Provided

Pull several years data from VectorVest
Formulate investment policies for testing
Choose market indicators and their values
Create a basket of counter-cyclical stocks
BackTest using FastTrack Software for last 10 years

Impact on Client's Business

Staff and related expenses cut significantly
Faster TAT

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