OUR APPROACH
SOLUTION: Strategic investment approach
Standardised Approach - Active DRIVER ID - Agile Decision Making - Relevant KPI'S
Relevant, localised & material investment decision insights - informed by innovative data fusion integration and visualisation
Raw Data (client-side)
Arrays with plain JavaScript objects.
Raw Data (server-side)
Connection to OLAP SASS cubes or ComponentOne Data Engine services.
PivotEngine
Summarizes the raw data according to views defined by fields and field lists (row, column, filter, and value lists).
PivotPanel
Provides a drag-drop UI for editing the PivotEngine's fields and field lists.
PivotGrid
Displays data summaries generated by a PivotEngine as tables with collapsible rows/columns and detail drill-downs.
PivotChart
Displays data summaries generated by a PivotEngine as charts with hierarchical axes.
OUR APPROACH
Relevant, localised & material investment decision insights - informed by innovative data fusion integration and visualisation
A decision driven approach under-pinned by:
A deep knowledge of the material data inputs required to inform real asset investment decisions.
A unique insight into the data inputs available and how they can be optimally fused to inform material decision triggers.
Proven experience in data-pooling and its monetisation potential via benchmarking, analysis and investment insights.
Strategic partnerships that unlock the potential of next-gen data fusion and leading data governance.
SOLUTION: Strategic investment approach
Standardised Approach - Active DRIVER ID - Agile Decision Making - Relevant KPI'S
MANDATE
- Isolate Mandate KPI’s & timelines.
DATA SYNTHESIS & TOOLS
- Review data inputs
- Decision useful analysis (past)
- Predictive analytics (anticipated)
- Build/Buy Tools required
- Identify market mispricing
- Conviction Prep for decision (IC)
DECISIONS & KPI’S
- Isolate primary decisions
- Link to material KPI’s
STRATEGY
- Identify structural vs cyclical trends
- Identify structural & cyclical sectoral drivers
- Crystalise sector strategy
WEIGHTED DECISION DRIVERS
- Agree material KPI’s per asset
- Isolate decision drivers
- Weight decision drivers
- Incorporate KPI’s
- Compare
SOLUTION:
ESG STRATEGY & ESG INTEGRATION CONSULTING
ESG AND YOUR PURPOSE & IMPACT ON BUSINESS MODEL
OUR ESG APPROACH
As the investment landscape evolves, there’s a noticeable shift from the traditional risk-return model to one that incorporates societal and environmental impact.Capital-owners and regulators are driving the change and corporates are struggling to balance the cost-benefits of compliance.
We believe that many mid-tier corporates will benefit from a deep-knowledge sustainability partner that complements their existing resources. Offering a pragmatic approach to the development and integration of the their ESG strategy, We bring a capital bias to the development of an ESG strategic framework that integrates .
To sustain ESG performance, an authentic approach to sustainability practice must be integrated into the company’s strategy and business model. At the same time, return on capital employed should remain a key decision factor, which requires decision-driving data and KPI-informed disclosures.
Our Approach to ESG Strategy & integration is guided by three core principles:
- Leveraging collaborative expertise & deep knowledge partners
- Employing a Data Driven approach to inform strategy and decision-making
- Prioritising portfolio optimisation and capital allocation perspective
With nearly three decades of experience in financial services spanning South Africa, the UK and the Middle East, Phil Barttram brings a wealth of expertise to the table. Alongside cherishing moments with his family outdoors, Phil’s passion lies in real-asset investment strategy and portfolio data virtualization.
Drawing from his tenure as an Executive Director at MSCI, Phil champions sustainable capitalism and offers consultancy services in ESG strategy development and its practical integration into the capital allocation processes.
A holder of an MBA from UCT’s Graduate School of Business, Phil serves as Deputy Chair of the Green Building Council South Africa (GBCSA), boasts a history as a Non-executive Director of the SA Council of Shopping Centres (SACSC), and contributes to the SA Reits Association Research Committee.
As the Founder of Philbar Consulting and a Director of Pooled Data Services (Pty) Ltd, Phil remains dedicated to delivering pragmatic and innovative solutions in the financial sector.
Have a project in mind? Let’s get to work.
ABOUT US
We believe in the unrealised potential of emergent thinking and the power of transformative individuals.
We believe in the significance of localised knowledge and the exponential impact of collaboration.
We invest in the potential of next-generation technology and experience-driven insight.
Too often, small and mid-tier managers are hamstrung by limited access to the tools and insights readily available to their larger counterparts. The landscape of Data Analytics is rapidly advancing, with next-generation methodologies such as big data, geospatial intelligence, data pooling, GRAPH, and AI generating unique Investment insights.
Successfully translating data and conviction into enhanced investment returns demands more than just analytical prowess or technical expertise. It requires a deep understanding of the pivotal decision triggers within the investment process and the drivers that influence them.
We place great emphasis on the inherent value of granular, localized data, models, and tools. Our pragmatic approach involves identifying and integrating diverse datasets that offer investment analysis and insights at realistic prices. Through partnerships with cutting-edge technology and data providers, we prioritize the ongoing review, selection, synthesis, and visualization of these critical decision inputs.
While the efficacy of decision-making ultimately hinges on key performance indicators, there exists a plethora of data points, measures, and metrics that must be weighed and considered. Novel data architectures, technologies, and tools provide fresh perspectives on conventional questions and, when coupled with localized and pertinent data, have the potential to uncover inefficiencies within existing capital allocation models, significantly enhancing returns.
Purpose
Enabling sustainable growth through synergistic data synthesis
Mission
To level the playing field for small and mid-tier investors’ by providing cost effective, next-gen technology, analysis tools and data virtualisation.
To establish trusted, locally relevant investment analytics environments that enable:
- Improved scalability and affordable portfolio analysis solutions
- A granular view of localised, material decision factors
- A standardised language that complements customisable visualisation
- Innovative insights and visualisation that seek to expose pricing inefficiencies and inform capital allocation
With nearly three decades of experience in financial services spanning South Africa, the UK and the Middle East, Phil Barttram brings a wealth of expertise to the table. Alongside cherishing moments with his family outdoors, Phil’s passion lies in real-asset investment strategy and portfolio data virtualization.
Drawing from his tenure as an Executive Director at MSCI, Phil champions sustainable capitalism and offers consultancy services in ESG strategy development and its practical integration into the capital allocation processes.
A holder of an MBA from UCT’s Graduate School of Business, Phil serves as Deputy Chair of the Green Building Council South Africa (GBCSA), boasts a history as a Non-executive Director of the SA Council of Shopping Centres (SACSC), and contributes to the SA Reits Association Research Committee.
As the Founder of Philbar Consulting and a Director of Pooled Data Services (Pty) Ltd, Phil remains dedicated to delivering pragmatic and innovative solutions in the financial sector.
Have a project in mind? Let’s get to work.
SOLUTION: Strategic investment approach
Standardised Approach - Active DRIVER ID - Agile Decision Making - Relevant KPI'S
MANDATE
- Isolate Mandate KPI’s & timelines.
DECISIONS & KPI’S
- Isolate primary decisions
- Link to material KPI’s
STRATEGY
- Identify structural vs cyclical trends
- Identify structural & cyclical sectoral drivers
- Crystalise sector strategy
WEIGHTED DECISION DRIVERS
- Agree material KPI’s per asset
- Isolate decision drivers
- Weight decision drivers
- Incorporate KPI’s
- Compare
DATA SYNTHESIS & TOOLS
- Review data inputs
- Decision useful analysis (past)
- Predictive analytics (anticipated)
- Build/Buy Tools required
- Identify market mispricing
- Conviction Prep for decision (IC)
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