Case Study: A Portfolio Management Firm achieves faster backtesting and reduced costs with Flatworld Solutions

A Portfolio Management Firm - Customer Case Study

A Portfolio Management Firm turned to Flatworld Solutions when its team was spending too much valuable time and effort on equity research back-testing. The firm needed to evaluate different investment policies across counter-cyclical stocks to find an approach that could deliver strong returns even during a stock market downtrend, using tools such as VectorVest and FastTrack Software.

Flatworld Solutions handled the back-office work by extracting several years of data from VectorVest, formulating investment policies, selecting market indicators, creating a basket of counter-cyclical stocks, and performing back-testing over the past 12 years with FastTrack Software. As a result, Flatworld Solutions helped reduce resource and operating costs drastically while also delivering a faster turnaround time.