Advisory, Research & Development
Built Around PortIQ & Epsilon
From risk audits to full-stack deployment, our team helps you stand up AI-native portfolio analytics and idiosyncratic risk defense—governed, explainable, board-ready.
What We Do
Three core capabilities that drive every engagement.
Implementation & Integration
End-to-end deployment of PortIQ and Epsilon into your existing infrastructure—data pipelines, APIs, dashboards, and governance frameworks.
Risk & Analytics Consulting
Deep-dive risk audits, factor analysis, stress-testing design, and portfolio analytics strategy tailored to your mandate and asset mix.
Model Risk & Governance
MRM documentation, explainability reports, regulatory alignment, and board-ready validation packages for AI-native risk systems.
Engagement Models
Flexible structures to match your timeline and objectives.
Pilot Overlay
Rapid proof-of-concept deployment to validate signal quality and integration feasibility before full commitment.
Production Rollout
Full-stack implementation with data engineering, model calibration, governance setup, and team enablement.
Co-Development & Research
Collaborative model development, custom factor research, and continuous enhancement aligned with your evolving needs.
Typical Deliverables
What you receive across engagements—tailored to your specific requirements.
- Implementation blueprint & technical architecture
- Custom KPI dashboards & reporting frameworks
- Risk heartbeat monitoring & alerting systems
- Custom stress paths & scenario libraries
- Proposal templates & investment committee packs
- Board packs with explainability narratives
- Runbooks, MRM documentation & training materials
Process
A structured approach from discovery to scale.
Discover
Deep-dive into your current stack, data landscape, and risk objectives to define success criteria.
Design
Architect the solution with clear milestones, governance requirements, and integration touchpoints.
Deploy
Iterative implementation with continuous validation, testing, and stakeholder feedback loops.
Prove & Scale
Demonstrate value through pilot metrics, then expand scope and embed into BAU operations.
Representative Packages
Pre-scoped engagements to accelerate time-to-value.
Risk Stack Assessment
Comprehensive audit of your current risk infrastructure, data quality, and analytics capabilities with actionable roadmap.
Idiosyncratic Risk Pilot
Deploy Epsilon on a focused portfolio segment to demonstrate signal quality and early-warning capabilities.
Portfolio Governance Upgrade
Implement explainability frameworks, MRM documentation, and board reporting for AI-native risk systems.
Private-Assets Risk Lens
Extended analytics for illiquid holdings—private equity, real assets, and credit with proxy-based risk integration.
Who We Work With
Institutional investors and risk teams with complex, multi-asset portfolios.
Sovereign Wealth Funds
Pensions & Endowments
Multi-Asset Managers
Risk & Compliance Teams
Frequently Asked Questions
Pricing Approach
Transparent structures aligned with your objectives and budget.
Fixed-Fee Pilots
Defined scope, clear deliverables, predictable cost—ideal for proving value before broader commitment.
Milestone Deployments
Phased implementation with payments tied to delivery milestones and success criteria.
Retainer Engagements
Ongoing advisory and co-development with dedicated team allocation and priority support.
Ready to Transform Your Risk Analytics?
Let's discuss how PortIQ and Epsilon can strengthen your portfolio governance and risk visibility.
