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Support for the
Strategy testing and analysis Do you have a promising idea for a new investment product? Would you like to integrate some new factors into your investment decision process? Many ideas are great at the theory level but encounter landmines on the execution field. Your model might provide excellent long-term market relative returns but suffer from short-term spikes and dips that could cost you and your clients terminal sleep deprivation. Isn't it better to know the historical characterics of your strategy before applying funds to it? Ms. McNeill has extensive experience designing investment
model backtests, analyzing the results and implementing the strategy. She has worked with backtesting systems from
Northfield Information Systems, Wilshire Associates, Vestek
and Zacks. Ms. McNeill is very familiar with systems from
BARRA, Factset, Bloomberg, Stockval and other investment software vendors. She also has considerable knowledge of
the historical characteristics of the Compustat, Worldscope, Zacks and Starmine databases and has researched the adjustment data provided by Charter Oak Investment systems. Review and recommendation of financial data resources Are you getting the best information bang for your buck? Are you paying for three data resources and spending too much time integrating the information? Perhaps you feel you're only getting a portion of the information you need to effectively make investment decisions. Plus, you really don't have time to talk to all the data vendors who want to set up a meeting. This is a perfect function for an experienced financial out-sourcing professional. Ms. McNeill already knows most of the players in the investment data business. In fact, she has known some of the major vendors for well over a decade. Save yourself the time and headache of getting the job done right. back to top Do you need to hire a full-time economist to provide you with a brief, cohesive review of Wall Street's expectations and the latest economic reports? Ideally, you would like to have someone on call to respond to current information and create custom reports for your client communications. However, given the expense, this ideal level of service might be just a pipedream. Then again, maybe not! Ms. McNeill can integrate your in-house economic research with publicly available data to construct a custom presentation or brief report, highlighting the most important issues that you want to communicate to your clients or staff. And the best part is you only have to hire her when you need her. back to top Please contact Ms. McNeill for a referral on this service. Portfolio design and construction Data is expensive. Quantitative backtesting software is really expensive. Perhaps, you really need to expand your equity product offerings but don't have the digital or human resources to do the job like the big firms. Everyone hates being stuck between a wall and a hard spot. Ms. McNeill has successfully constructed equity portfolios that require minimal data expense and perform admirably against their benchmark. back to top Equity research and portfolio construction evaluation Need a Wall Street quality research report? Need a fundamental review of the holdings in your portfolio? Concerned about the characteristics of your portfolio relative to its benchmarks? Whether you need a brief outline or a detailed assessment, Ms. McNeill can produce a substantive report you'll be happy to share with your partners and clients. back to top You are researching some new investments, rebalancing the portfolio, deciding whether a couple of the positions may be fully valued, and now you have to write your performance review and economic outlook for the quarterly letter and website update. Can't someone else do this? You bet! Ms. McNeill will be happy to provide samples of her quarterly reviews. Typically, she tries to inject a few colorful metaphors and some light humor into her essays. However, she
can just as easily strip the prose to just the facts and opinion. How much of your return, relative to the benchmark, is attributable to sector weighting, stock selection, styles and factors? Using your performance system, Ms. McMcNeill can boil down the numbers to a brief outline or develop a more detailed evaluation of your portfolio's performance. back to top |