Solutions

Two expertise, one methodology, for financial institutions

Market Research

Cross-asset macro & technical research

Research and trading strategies across rates, currencies, equities and commodities, built on the cycle analysis of financial markets.

Methodology

Macro benchmarks

A deep analysis of key macro benchmarks: US equities, core rates, G10 currencies and main commodities.

Cross-asset & relative value

Correlations and relative value analysis identify where opportunities sit across asset classes.

Trading strategies

Technical analysis and market timing define trends, areas of reversal, targets and stops.

Coverage

Global macro assetsEquity indices, core rates

CommoditiesEnergy, metals, agriculture

CurrenciesG10, EM FX & intercross

Rates & swapsG10 10y outright swaps & EM 2y and 5y outright swaps

Products

Daily

Daily Technical Outlook

70 markets covered on 5 and 20 trading-day timeframes, updated on targets and stops. Chart of the week on the highest-conviction idea.

Quarterly

Quarterly reports

Global macro outlook on a 3 to 4 month horizon. Cross-asset and conviction-driven.

Training

Workshops

Training on technical analysis theory, with practical examples.

ESG Consulting

Reliable ESG data, regulatory-ready reporting

We help asset managers, banks and insurers turn ESG data into reporting they can stand behind. A data-first approach, delivered as a hands-on service: we work inside your processes, alongside your teams, until each deliverable is signed off.

Methodology

Data diagnostic

We map your ESG data flows: providers, internal sources, coverage, estimates and gaps, measured against your regulatory and client requirements.

Quality & controls

We set control rules for completeness, consistency, outliers and provider discrepancies, with a traceable audit trail from source data to published figure.

Reporting & delivery

We produce or review your reports, align them with fund documentation, and hand over templates and procedures your teams can run.

Scope

ESG reportingSFDR pre-contractual and periodic reports, PAI statements, EET, Taxonomy alignment, CSRD

Data quality & controlsProvider reconciliation, coverage and estimates, control frameworks

Funds auditPortfolio holdings checked against ESG commitments, exclusions and fund name

Regulatory frameworksSFDR, EU Taxonomy, CSRD/ESRS, ESMA fund names guidelines, Article 29 LEC

Deliverables

Reporting

Regulatory ESG reports

Periodic reports, PAI statements and EET files, produced or reviewed on your reporting calendar.

Data

ESG data quality review

Gap analysis, provider comparison and a control framework with documented rules and thresholds.

Audit

Fund ESG audit

Independent check that each portfolio matches its ESG commitments, with findings and a remediation plan.