Extract Actionable Intelligence From Your Data To Improve Alpha

Data Strategy Advisory

At HBM, our goal is simple - We help you make confident, profitable investment decisions based on timely, accurate and reliable data. We help investment firms develop a robust, long-term data driven culture and strategy.

Data Strategy Review & Report

Methodology

We start by having an initial two-hour meeting with your internal team. During this confidential session;

  1. We discuss and understand your current data strategy.
  2. Take an inventory of the data sources (both structured and unstructured data) being used within your investment firm.
  3. We also take inventory of the technology and software infrastructure being utilized to manage and analyze data.

Once the initial session is complete, we typically take about 1-2 weeks to perform a complete assessment of your current data strategy. Once the assessment is complete, we set up a second up to two-hour meeting with your team to present the results of our findings, and recommendations in a comprehensive report.

Deliverables

At the end of the review process, we will provide you with a comprehensive report, which will include:

  1. A summary of our findings about your current data strategy, inventory of data sources being used, and other details.
  2. Comprehensive recommendations on how your investment firm's data strategy, technology infrastructure, and processes could be re-engineered to provide a more robust, scalable, long-term data usage. We also provide recommendations on specific areas of concern that you may have.
  3. Recommendations on how to create policies and procedures that will allow you to scale and manage your data for future growth.

On-Demand Chief Data Officer

HBM offers on-demand Chief Data Officer services to selected clients. Our experts provide phone, video, and in-house data-related consulting services. Our data experts will be available to consult as needed. We provide these services on an hourly or monthly basis.

Data Management & Integration

At HBM, we realize that most investment firms are inundated with data from multiple sources and in multiple formats. We help investment firms manage their data in a robust manner, allowing them to fully utilize their data in a unified view across all business functions.

We provide consulting services in the following areas of data governance, management and integration:

Data Architecture & Operations

Data Architecture & Modeling
Database Design & Development
Database Operations Management
Metadata Management
Data Integration Management
Content Management
Unstructured Data Management
Structured Data Management

Data Governance & Security

Master Data Management
Metadata Management
Reference Data Management
Data Access Management

Data Quality Management

Data Cleansing
Data Normalization
Data Deduplication
Data Enrichment

Business Intelligence & Visual Analytics

At HBM, our goal is to help leading investment management firms convert their structured and unstructured data resources into real-time, actionable business intelligence.

We provide consulting services in the following areas of business intelligence and visual analytics.

  • Business Intelligence Strategy Review, Future Strategy Planning & Roadmap
  • Business Intelligence Architecture Design and Optimization
  • Business Intelligence Software Selection
  • Business Intelligence Dashboards - Proof-of-Concept, Prototyping & On-going Development
  • Business Intelligence Platform - Data Migration & Data Integration
  • Real-time Visual Analytics & Reporting Automation

Big Data, Machine Learning & AI

Investment firms that manage the flow of data effectively and take big data and machine learning seriously will gain a tremendous strategic advantage over their competition. We have the knowledge to use the right tools and services available in the big data landscape today to help you make data-driven investment decisions.

Big Data Capabilities

At HBM, we have the capabilities to help you transform the vast amount of data that has been sitting in your databases, CSV/XML files, emails, spreadsheets and other data sources into highly-accessible data sources that provide real actionable information based on facts.

Big Data Technologies We Work With

We have experience working with the following big data technologies.

Analytics Infrastructure (Hadoop)
Hortonworks
Cloudera
MapR
Pivotal
Big Data As A Service
Amazon Web Services (AWS)
Windows Azure
Google BigQuery
Teradata
Programming Languages
R
Python
Scala
Java
NoSQL Databases
MongoDB
Cassandra
Elasticsearch
Couchbase

Machine Learning & AI Capabilities

At HBM, our specialists have backgrounds in mathematics and statistics. For the last three years, we have been applying data science, including machine learning, deep learning, and AI into developing investment and trading strategies.

We have broad experience in using statistical programming languages (Python, R) and toolkits to analyze large, complex datasets. We have technical expertise in optimizing data collection, database design, data mining, data modeling and data analysis.

Our specialists work directly with other researchers, investment managers, and traders to improve existing proprietary strategies and to develop new trading algorithms.

Set up A Complimentary Discovery Call

We offer up to two hours of free initial phone consultation. During this confidential session, we answer any questions that you might have, and recommend actionable next steps.