b-cap
Consultancy Services (B2B)
BOUTHILLIER CAPITAL (B-CAP)
Supporting the CIO/PM
B-CAP offers to market profesionnals a bespoke B2B consultancy service in the fields of portfolio management and quantitative financial analysis. This “business-to-business” (B2B) offer is intended to support the Chief Investment Officer (CIO) or the investment management department. B-CAP is completely detached from the client’s security selection and transaction process.
Examples of services offered and projects provided are presented below.
To find out if your firm and your project are eligible, as well as to know our pricing and terms & conditions, please Contact us.
References available upon request.
01. PORTFOLIO MONITORING
Under this service offering, the external manager notifies its transactions to B-CAP, generally over the next few days. We record transactional information, as well as corporate reorganizations and distributions in our system, so to keep the client’s model portfolio up to date.
We deliver a presentation to the client on a monthly basis, including, among other things, the following elements: sector and factor allocation, performance and risk allocation, quantitative securities filter (according to the mandate’s investment policy).
02. ASSET CLASS MONITORING
Leveraging powerful technology and our experience in quantitative analysis, we develop quantitative filters and frameworks in order to follow a specific asset classe/universe as determined by our customers. We propose variables and selection criteria. Always going further, we propose evaluation and comparison methods, allowing to classify and even rank the instruments. Decision-making is up to the customer.
Tailor-made reports are emailed to the analyst, manager or team concerned.
03. ON DEMAND
Our clients are generally as passionate about the investment world as we are and follow economic conditions and stock market fluctuations with interest. There comes curiosity, sometimes an intuition and the desire to investigate further: which investment vehicles are adequate and available, searching for correlations, new issues, and many other subjects.
B-CAP is mandated to find and present the relevant information.
Requests are generally analyzed the same day and the results returned to the client within 48 hours.