Investment Analytics
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Appian Analytics provides analytic and operational services to the securities and Investment Management industry. Out clients include investment managers, hedge funds, research analysts, financial advisors, and investment banks. We provide technology infrastructure development, back office process automation, market data system implementation, risk modeling, portfolio optimization, administrative services and general technology consulting.

Investment Analytics can provide objective audit and advisory services on a wide range of issues. Our financial and accounting staff has deep experience in the Investment Management industry working with a broad range of companies.

Specific service offerings include:

1. Computer Infrastructure Development
   This includes leveraging your investment in spreadsheets, automating your accounting systems, integrating computer systems/data flows, and implementing computerized financial market systems.
2. Back Office Automation
   Automation of trade, accounting, and other systems, reconciliation with prime broker, and a wide variety of process automation services.
3. Valuation Models
   Implementing computerized pricing models for equities, bonds, options, and futures, customizing computer models to automate processes, and integrating computer models into your computer infrastructure.
4. Ticker Streaming
   Appian Analytics can work with you to properly integrate a wide variety of stock ticker streaming data into your current computer systems. Data sources can include real time paid ticker services or free online services like Yahoo and MSN.com.
5. Backtesting
   We have experience testing trading rules using historic market data, benchmarking and comparing performance versus market indices. Our experience includes use of data sources such as the University of Chicago’s CRSP data, Valueline, EDGAR, Standard and Poor’s, Starmine, FactSets, and more.
6. Portfolio Investment Analytics
   Including asset allocation and optimization algorithms, performance analysis, and automated generation of analyses and statements for clients.
7. Trade Review
   Profit and loss statements, forensic financial analysis, litigation support, expert testimony, excessive trading.
8. Research Automation
   Automating the modeling, analysis, charting, and document generation of company and industry financial analysis. Distributing fully customized financial reports, statement regular and emailings, website updates, and email communications.
9. Customer Statements
   We can generate fully customized investment documents for your clients that contain fully customized tables and charts. Provide clear and concise reviews of portfolio holdings and fund performance.
10. Research assistance
    We assist your staff with industry and company research using financial and other market databases.
11. Disaster Plan Development
    Use our consulting services to help you develop business continuity and disaster recovery plans

Stop wasting time on data and focus on your business!
Outsourcing Investment Analytics