Understand
Define the research question
Establish the investment need, existing process, constraints, and the strategy or portfolio question that the work should address.
01
Quantitative Research & Strategy Development
Independent research, strategy evaluation, systematic testing, robustness analysis, and implementation research. InStat Research helps a family office investigate an idea, challenge assumptions, and develop work that can be used within its own investment process.
02
Portfolio Analytics & Risk Research
Portfolio behavior, quantitative risk measures, exposures, drawdowns, and analysis of how strategies interact. The purpose is to make the behavior of a portfolio and its components more observable, discussable, and actionable for the office's decision-makers.
03
Trading Technology & Automation
System development, broker integration, execution workflows, monitoring, cloud infrastructure, and continuing technical support. The technology work is designed to support a defined process with attention to reliability, control, and maintainability.
Ongoing partnership
Work that can deepen over time
Initial work begins by understanding the family office's investment process and a specific research or implementation need. The resulting engagement is scoped around that need, with direct access to Co-Founder Anthony Abry, CMT.
When it serves the office, the relationship can continue through recurring analysis, research priorities, strategy development, maintenance, and technology improvements. InStat Research remains an independent specialist working alongside the office's existing investment decision-makers.
Research and implementation process
Define, test, implement, improve
Develop and test
Build evidence before implementation
Structure the research or code, evaluate it continuously, and refine it through testing and review before delivery or implementation.
- Research and code development
- Evaluation and review
- Systematic testing
- Implementation support
Technology implementation
Reliable workflows behind the research
Trading technology can connect research, data, strategy updates, trade preparation, and operational oversight. The implementation is shaped around the family office's chosen workflow and decision controls.
Research and execution workflows
Research data
Maintain and validate the data that supports analysis.
Strategy workflows
Run research and systematic strategy processes.
Trade preparation
Create reviewable outputs for the office's established process.
Monitoring
Support controls, maintenance, and ongoing improvement.
AmiBrokerPythonInteractive BrokersCloud infrastructure
Technical components are selected and maintained to support the office's research and execution workflows. They do not replace the office's own investment judgment.