Liquid Decisions ‘Confidence’ Process

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Set up and configure Liquid Decisions, provide APIs to customer.

Customer is responsible for wiring APIs to customer’s data-lake 

Model evolution every 4 months

Define

  • Define actions to adjust portfolio from current profile to target profile 

  • Define the Factor Universe 

  • Define your portfolios

  • Determine Factorization profile of each portfolio

  • Define target profile

Optimize

  • Alpha 

  • Profit 

  • Environmental and Sustainability efforts

  • Social Responsibility 

  • Governance 

  • Trust