Build a Better Process
FactorPad Consulting - Design, Build and Automate your Investment Process
See how an independent voice with deep technical skills and a wide breadth of experience can add value to your endeavor.
Build Institutional-Level Processes - Bring in a fresh
set of eyes with 25+ years of experience.
Create Better Reporting Dashboards - Employ best
practices used at large investment firms.
Enhance the Feedback Loop - Connect security selection
with portfolio construction and attribution.
Ease Your Pain Points - Automate the boring stuff
and make your business repeatable.
Educate and Train Your Staff - Eliminate silos and
reward your staff with more impactful duties.
Published: June 29, 2017
Updated: April 02, 2021
As they say, you get what you pay for. My website and YouTube channel has thousands of proof-points demonstrating how I can help you achieve your goals. Hire the best and get results faster.
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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
- 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
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
- Investment Training - FinTech tutorials and courses
Below is a list of my previous and current roles in the Finance and
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.
Independent Consultant - Financial research and
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
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
See examples of how to build effective and repeatable quantitative
Learn more about how I can help you build a better investment process by
visiting my professional website.
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