Liquid Decisions ‘Confidence’ Process

image-confiedence+offering+.jpg

Set up and configure Liquid Decisions, provide APIs to customer.

Customer is responsible for wiring APIs to customer’s data-lake

Model evolution every 4 months

Define

Define actions to adjust portfolio from current profile to target profile
Define the Factor Universe

Define your portfolios
Determine Factorization profile of each portfolio
Define target profile

Optimize

Alpha
Profit
Environmental and Sustainability efforts
Social Responsibility
Governance
Trust