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


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.


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.

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.