Investment Discipline
and Augmented Research
as a Service for Asset Managers
PhiAdvisor Valquant combines quantitative price analysis with macro fundamental research to offer private bankers and portfolio managers augmented research — systematic and performance-driven.
I would like to be contacted by Phiadvisor Valquant& Hedge Funds
A quantitative and systematic approach for portfolio managers — the platform adapts to each user's own investment rules, constraints and universe.
& Wealth Management
Designed for private banks and wealth advisors — actionable signals for a disciplined advisory process, traceable and compliant.
Invest anywhere in the world, easily
Analyses for Each Investment Horizon
Synthesis of the day's signals, top-down indicators, recommended cash/equity exposure and key market events. Sent before market open.
Market strategy and sector analyses — current rotations, emerging themes and relative positioning across major geographic zones.
Asset allocation and macroeconomic review — a positioning framework for investment committees and portfolio construction.
Your daily
decision-making tool
Built on proprietary algorithms, Phi-A reviews the entire universe daily, filters by price dynamics and qualifies market phases based on macro- and micro-economic factors.
- Long only, Market Neutral, Buy & Hold — signals tailored to each strategy and to the user's own investment rules
- Automated monitoring of your portfolios and watchlists — daily email alerts on every signal change
- Proprietary filters — signal, score, sector, geography, theme
- Enhanced compliance — traceable and auditable process, compatible with MiFID II
A value sheet for
each covered title
Strategic signals, performance relative to the benchmark, fundamental ratings, and proprietary scores — all gathered on a downloadable sheet, no registration required.
A plan tailored to your organization
Our analyses delivered by email: morning briefing, weekly strategy, sector research and monthly asset allocations.
Access to the online platform with personalised tracking of your portfolios and watchlists, automated email alerts and tailored support.
Push + Platform + monitoring of lists, certificates and ad hoc portfolios.