Proven Results, Real Impact

Client X is a leading financial data management solutions vendor for top-tier banks, clearing firms, trading exchanges, and investment managers around the world, providing derivative data across multiple asset classes to feed institutional risk systems.

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Client X is an investment advisory firm managing hedge funds, mutual funds and managed accounts.  With more than $500 million in assets under management/advisement and over twenty year track record, ClientX’s asset management business was in the midst of another growth phase and needed a modern technology provider like Sabal Tech to facilitate its business transformation.  Client X’s investment process was technology-driven— their main focus is  a quantitative stock-ranking process that imports, analyzes and weights fundamental metrics on the largest 3000 U.S. listed equities by market capitalization. This system generates the buy and sell signals that are then implemented by the Firm’s investment team and advisory clients. The resulting equity portfolio(s) are then hedged with an options-overlay strategy.

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