Fund Product Evaluation
Fund Performance Attribution
Break down fund returns to understand what drives performance. Use quantitative techniques to attribute returns to specific factors such as market movements, asset selection, and timing.
Fund Manager Style Identification
Apply data analysis methods to uncover the underlying investment styles and behaviors of fund managers. Classify managers based on recurring patterns and tactical choices over time.
Fund Portfolio Optimization
Design fund investment portfolios that aim to achieve low correlation among holdings. Emphasize portfolios with a high Sharpe ratio, focusing on risk-adjusted performance improvement.
Fee Efficiency Analysis
📈 Advanced Fund Product Evaluation
Modern fund evaluation requires in-depth quantitative analysis, risk metrics, and forward-looking insights to assess investment viability.
🔍 Performance Attribution Analysis
Break down fund returns into alpha, beta, and factor contributions to assess manager skill and strategy effectiveness.
📊 Risk-Adjusted Return Metrics
Use Sharpe, Sortino, and Calmar ratios to evaluate returns relative to volatility, drawdowns, and downside risk.
🧠 Machine Learning for Fund Scoring
AI models rank funds by historical performance, volatility, and market behavior for enhanced product screening and selection.
📉 Drawdown and Liquidity Stress Testing
Assess fund resilience by modeling worst-case drawdowns and liquidity constraints during adverse market scenarios or redemptions.
🧮 Cost and Fee Structure Analysis
Evaluate fund expense ratios, management fees, and performance-based incentives to determine net investor value and transparency.
📑 ESG and Thematic Alignment Evaluation
Ensure fund aligns with ESG goals or thematic exposure using sustainability data and objective classification frameworks.
MESSAGE FROM THE CHAIRMAN
At the core of everything we do is a commitment to clarity, precision, and performance. In fast-moving markets, reliable insight matters. And that’s what we aim to deliver every day. Whether you’re navigating gold futures, crypto, forex, or fund strategies, our role is to help you move with confidence.
Thank you for trusting us with your goals.
Mr. Ken Fisher
Founder, Executive Chairman and CEO of Thekolai
Testimonials
"Working with their team gave us a real edge in commodities trading. The depth of their gold futures analysis was unlike anything we’ve seen. We were able to make faster, more confident decisions thanks to their models."
"Their quantitative crypto strategies have been instrumental in reshaping how we allocate capital. What stood out was their ability to simplify complex data into clear, actionable insights. They’ve become part of our long-term planning."