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TP Advisory Services

Independent advisory and analytical solutions

Senior expertise for complex structuring and investment challenges.

TP Advisory Services helps financial institutions turn complex structured-product, strategy and investment-process questions into analysis they can inspect, challenge and reuse.

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  • 20+ years of market experience
  • Structured products and QIS
  • Independent senior involvement
  • Models, code and reporting

Where the work starts

A clearer route from question to decision.

Most mandates begin with a concrete decision that needs better evidence, not with a predefined package.
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From question to output

Evidence that can be reviewed, reproduced and explained.

The work connects market economics, quantitative method, data handling and usable reporting instead of leaving them as separate fragments.

Valuation and riskExplain a product, portfolio or mark-to-market moveIndependent analysis of payoff behaviour, market drivers, barriers, lifecycle events and portfolio exposures.
Strategy validationChallenge a strategy, index or manager track recordBacktests, benchmarks, factor attribution, implementation assumptions and skill-versus-luck analysis made explicit.
Analytical workflowTurn fragile analysis into a repeatable toolFrom spreadsheets or notebooks to documented models, pipelines, dashboards and decision-support outputs.

Proprietary solutions

The environments behind the analysis.

STRUCTURA and QISTRA provide modular foundations for tailored analytical solutions: one for structured-product workflows, the other for quantitative investment analysis.

Proprietary analytical environment

STRUCTURA

STRUCTURA is a proprietary analytical environment that brings together structured-product design, valuation, simulation, scenario analysis and lifecycle monitoring within a modular workflow that can evolve around each client's requirements.

  • Pricing
  • Greeks
  • Scenario Analysis
  • Stress Testing
  • Portfolio Analytics
  • Lifecycle Monitoring
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Proprietary analytical environment

QISTRA

QISTRA is a proprietary quantitative environment for index engineering, strategy validation, manager analysis and investment-process assessment, with modules that can be adapted around each engagement.

  • Index Engineering
  • Strategy Validation
  • Performance Attribution
  • Skill vs Luck Analysis
  • Manager DNA
  • Decision Analysis
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Current engagement

Independent quantitative assessment of actively managed solutions

TP Advisory Services is supporting a Geneva-based financial firm with the analysis of several actively managed certificates. The work makes the investment process more measurable by separating portfolio construction, factor exposure, manager decisions and statistical noise.

Scope of the engagement

  • Portfolio reconstruction from custodian data, positions, NAV history and order records.
  • Performance attribution and factor decomposition, including Fama-French and momentum analysis.
  • Monte Carlo and bootstrap analysis to distinguish manager skill from luck.
  • Trade-level decision review to identify recurring sources of value, style characteristics and biases.

LocationGeneva

Client identity withheld for confidentiality.

The objective is an independent framework for assessing manager value added, dependence on discretionary decisions and opportunities to systematise part of the investment process.

Ways to work together

Focused mandates or long-term analytical partnerships.

Each engagement is shaped around the question, the decision it needs to support and the form of collaboration that best fits the work.

  • Focused mandates

    Independent senior expertise applied to a defined structuring, valuation, risk or investment challenge, with a clear scope and practical deliverables.

  • Long-term analytical partnerships

    An ongoing collaboration combining financial expertise, methodology development and tailored analytical solutions as the client's requirements evolve.

Have a structuring or investment challenge?

Let's discuss whether a focused mandate or a longer-term analytical partnership best supports your objectives.

Discuss your situation[email protected]