Quantitative Research & Strategy Development
Independent research, strategy evaluation, systematic testing, robustness analysis, and implementation research.
Helping family offices expand their investment research and systematic trading capabilities without building a dedicated in-house quantitative team.
Founder-led expertise in strategy research, portfolio analytics, trading systems, and implementation.
Independent expertise. Long-term partnerships.
Core capabilities
Independent research, strategy evaluation, systematic testing, robustness analysis, and implementation research.
Portfolio behavior, quantitative risk measures, exposures, drawdowns, and analysis of how strategies interact.
System development, broker integration, execution workflows, monitoring, cloud infrastructure, and continuing technical support.
A relationship built around your process
Engagements typically begin by understanding the family office's investment process and needs, followed by a defined research or implementation engagement.
Where useful, the work can evolve into an ongoing partnership shaped by research priorities, recurring analysis, strategy development, maintenance, and technology improvements.
Explore the capabilitiesSelected work
A market-breadth strategy designed to participate in upward-trending markets with a cautiously traded approach.
Read case studyAn intraday futures strategy combining trend following and reversion-to-the-mean behavior.
Read case studyAn end-of-day signal system that combines trend, momentum, short-term trend, and seasonal systems.
Read case studyA portfolio scanner and order workflow designed for responsive operation during volatile markets.
Read case studyWhat clients say
“Honest, reliable, gifted, team player, gets the code done on time, and can really help you if you have a good strategy to implement.”
“Anthony is extremely thorough and knowledgeable, an absolute pleasure to work with and gets my highest recommendation.”
“InStat Research has become a critical asset to my organization. We now take on each day with confidence.”