FactorPad Consulting - Design, Build and Automate your Investment Process

Need Help Building an Institutional-Level Investment Process?

Call it what you like, an outsource chief investment officier, a freelance CFA Charterholder, an independent investment committee member or an external investment consultant, more and more forward-looking asset management firms and family offices are seeking outside help.

The benefits are clear.

improved governance
objective advice
increased technical acumen, particularly with statistics and risk
more engagement from current employees
an adaptive asset allocation based on academic data
elimination of silos
appropriate benchmarking and performance measurement

An institutional investing approach involving automation of large sets of time-series data can be a huge undertaking. Some of the components are summarized below.

Security Screening
Company Fundamental Analysis
Attribution and Portfolio Analysis
Data Storage and Queries
Time-Series Database Files
Custom Code and Formula Building
Smart Charting and KPI Tools
Alpha Testing and Factor Analysis
Evaluation of Economic Signals

Other consultants often have a product to sell and many lack experience gained from running billion dollar mutual fund portfolios, as I have.

Could you benefit from this insight and level of depth demonstrated here at factorpad.com?

My Experience

Technical experience includes:

Financial Modeling - See my Quant 101 course here
Company Research - SEC and investor relations department fundamentals
Fund Due Diligence - Morningstar peer groups
Backtesting - Alpha testing and screening
Risk Modeling and Optimization - Custom models in Python or third-parties (Barra, Axioma, Wilshire and Northfield)
Performance Attribution - Brinson and risk-based portfolio analysis
Firm Governanace Analysis - Investment Policy and PowerPoint presentations
Web Publishing - Cloud-based HTML, CSS and JavaScript
Investment Training - FinTech tutorials and courses

My Roles

Below is a list of my previous and current roles in the Finance and Technology space.

Past

Senior PM of Mutual Funds - Managed nine 40-Act equity mutual funds for Charles Schwab in San Francisco, including the 5-star Schwab Health Care Fund for 7 years.
Senior Financial Analyst - Analyzed company financial statements and interviewed CEOs and CFOs leading to 4-page analyst reports used as due diligence of tenants by real estate asset managers in commercial leasing transactions.
Chief Investment Officer for RIA - Ten years as the lead investment decision maker for a wealth management RIA firm in California.
Internal Auditor - Procedural audits of trading and investment-related businesses at the Bank of America.

Current

Independent Consultant - Financial research and technology-related projects.
University Lecturer - Adjunct professor of Finance at the CalPoly Orfalea business school.
Writer - Create all educational content for the 2000+ page FactorPad website.
Investment Coach - Economic and market advisor to family office and investment advisory practices.
Webmaster - Maintains every aspect of this website.
Developer - Develops and maintains an internal content management system in Python utilizing access to public APIs.

What Does Hourly Consulting Cost?

Depending on the type of work involved, hourly rates range from $75 to $200 per hour for freelance consulting.

Considerations include availability, length of contract and the complexity of the project.

It's About Solving Problems

With FactorPad I'm building a real human company solving complex human problems requiring attention to detail, a comfort level with fairly complex math and the highest level of integrity.

I'm based in the Mountain West Region of the US, and I primarily work remotely and meet regularly with clients on Zoom.

I thoroughly enjoy talking with professionals about their investment approach and I am very easy going.

Let's discuss your project today.

Paul Alan Davis, CFA
paulalandavis.com