An Industry Transformation – Monetizing your IP

Traditionally financial analysts offer investment research to institutional clients as a complimentary service. Portfolio Managers  receive significant volumes of research via email and rudimentary online portals from multiple organisations on a daily basis. To overcome this challenge, many Portfolio Managers have:

  • Employed staff to consolidate research based on qualifying criteria.
  • Created multiple mailing addresses, one to receive research and investment information, the other to manage their day to day activities.
  • Partnered with multiple service providers to obtain a balanced view of market conditions.

Hypothesis partnered with a leading investment bank to redefine their service offering. By implementing rapid prototyping and Agile development processes, we were able to build a platform which aggregated investment information across the market to provide a single source of truth for the bank’s clients, which generating additional revenue.