Our Services

Comprehensive ETF and mutual fund analysis services designed to help you make informed investment decisions.

ETF Analysis

Comprehensive analysis of exchange-traded funds including performance metrics, expense ratios, tracking error, and liquidity assessment.

  • Performance tracking and analysis
  • Expense ratio comparison
  • Liquidity assessment
  • Dividend yield analysis
Get ETF Analysis

Mutual Fund Evaluation

In-depth evaluation of mutual funds covering management quality, investment strategy, historical performance, and fee structure analysis.

  • Management quality assessment
  • Strategy analysis
  • Historical performance review
  • Fee structure breakdown
Get Fund Evaluation

Portfolio Optimisation

Personalised portfolio recommendations based on your risk tolerance, investment goals, and time horizon using advanced optimisation techniques.

  • Risk profile assessment
  • Asset allocation strategy
  • Diversification analysis
  • Rebalancing recommendations
Optimise Portfolio

Additional Services

Comprehensive support services to enhance your investment decision-making process.

Risk Assessment

Comprehensive risk evaluation including volatility analysis, correlation studies, and stress testing to understand potential downside scenarios.

  • • Volatility measurement and analysis
  • • Value at Risk (VaR) calculations
  • • Stress testing scenarios
  • • Correlation analysis

Performance Benchmarking

Compare fund and ETF performance against relevant benchmarks and peer groups to identify outperformers and underperformers.

  • • Benchmark comparison analysis
  • • Peer group performance ranking
  • • Alpha and beta calculations
  • • Sharpe ratio analysis

Fee Analysis

Detailed breakdown of all fees and expenses to understand the true cost of investment and impact on long-term returns.

  • • Expense ratio comparison
  • • Hidden fee identification
  • • Transaction cost analysis
  • • Long-term cost projection

Investment Consultation

One-on-one consultation sessions with our investment experts to discuss your specific needs and receive personalised recommendations.

  • • Personalised investment strategy
  • • Goal-based planning
  • • Regular portfolio reviews
  • • Market outlook discussions

Service Packages

Choose the package that best fits your investment analysis needs.

Basic Analysis

€299

Per analysis report

  • Single fund or ETF analysis
  • Performance metrics
  • Fee analysis
  • Risk assessment
Get Started
Most Popular

Professional Analysis

€599

Per comprehensive report

  • Up to 5 funds/ETFs comparison
  • Detailed performance analysis
  • Risk and fee analysis
  • Portfolio recommendations
  • 30-minute consultation call
Get Started

Enterprise Solution

Custom

Tailored to your needs

  • Unlimited fund/ETF analysis
  • Comprehensive portfolio optimisation
  • Ongoing portfolio monitoring
  • Monthly consultation calls
  • Priority support
Contact Us

Ready to Get Started?

Contact us today to discuss your investment analysis needs and get expert guidance on ETFs and mutual funds.

Contact Our Experts