Custom Financial Engineering

Consulting Service via PMLaaS

We begin by understanding each client’s product goals and investment objectives, We then collaborate with our client till we have a full understanding of the project’s details to design a custom financial engineering solution that meets their requirements and, when requested, provide ongoing support for our finished solution. EquitySoft Investment’s target clientele for its custom financial engineering service are financial institutions, investment funds, investment corporations, and single and multi family offices (SFOs and MFOs) with minimum assets under management in excess of USD$100million. 

Product Engineering

We help investment teams to develop, test, and deploy custom-structured financially engineered products that are machine learning (ML) based. Such engineered products can include ML based equity securities (such as custom index funds, optimized ETFs etc.), debt securities (such as debt funds and other complex debt products) etc. 

Algorithm Design

Looking to develop a specific optimization solution, an algorithmic trading/investment strategy, or analytics tool for your investments? We listen to our clients’ requirements to ensure delivery of effective solutions by collaborating with our clients on their problems. 

Portfolio Engineering

Are you seeking to design a custom portfolio of strategies? We can engineer either an algorithm or custom robo-advisor that uses machine learning to optimize and manage your custom investment portfolios. 

Complex Financial Engineering?

Not all financial engineering problems can be neatly categorized, especially with the capital markets becoming more and more complex. We understand! We will collaborate closely with our clients to ensure their financial engineering needs are solved and endeavor to find a solution with scientific-creativity