Research you can put to work.

01 / Investment technology

Fundraxis

A platform connecting fund intelligence with investment research and professional workflows.

The challenge

Financial information lives across registers, fund reports, portfolio disclosures and private documents. Research and investor processes need connected information.

Our approach

Develop structured financial data, quantitative analytics and AI-assisted applications within a shared platform. The wider product direction includes tools for investment teams, fund presentation, investor relationships and capital-raising support.

02 / Financial data & applied research

Portugal Funds

A dedicated research experience for Portuguese funds across public and private markets.

The application

Connect funds and managers with reported portfolios, performance, class-specific investment terms and source documents. Golden Visa is one research area within a wider market.

What it makes possible

Investors and professional teams can investigate the information behind a fund presentation, compare available data and understand where further questions are needed.

03 / Quantitative research models

Measuring manager decisions.

Research into how changes in reported positions relate to subsequent returns and drawdowns.

From question to model

Separate stock-picking and downside-protection measures offer complementary historical views. The public examples retain assessment dates and make the experimental nature of the measures explicit.

04 / Connected portfolio analysis

Understand the overlap.

Comparison tools connect reported positions across funds, helping researchers investigate common exposures and concentration.

Research in context

Portfolio similarity sits alongside fund terms, available performance and source documents. The analysis is tied to reporting dates and coverage rather than assuming complete visibility.

05 / Research in progress

Volatility, liquidity
and price dynamics.

An ongoing research direction exploring the relationship between changes in implied volatility, liquidity conditions and abrupt price movements.

The agenda connects financial time series, mathematical finance and statistical methods. Empirical findings will be distinguished from hypotheses as the work develops.