Service and Support

Without superior service and support, the best solutions are not the best solutions.

Collaborative access to senior professionals with deep knowledge of the challenges our clients face is at the core of our service model. We get tremendous satisfaction helping our clients overcome the issues they confront in portfolio construction, risk management, performance attribution and trading. We devote significant effort to attracting and retaining people who share our passion for delivering the outstanding service our clients demand and deserve.  

As an Axioma client, you will receive: 

  • Direct interaction with highly qualified and credentialed specialists
  • Access to senior customer support individuals globally, wherever you are located
  • Ongoing support and training to ensure you continue to extract the most value from Axioma products
  • Regular updates and releases of software and solutions
  • Periodic client events to keep you informed on Axioma’s research and perspectives
  • Regular communications, such as the quarterly Axioma Insight Reports

We also provide a full range of customized implementation, training and applied research services: 

Implementation

Full support for the integration and customization of Axioma’s solutions into new or existing business processes, including:

  • Define project scope and requirements
  • Analysis and prioritization of near-term and long-term goals
  • Help define the most efficient roadmap and best practices solutions
  • Coordinate Axioma and client resources to manage projects on time and on budget

Training

Highly customized onsite, online or hosted training sessions tailored to each client’s investment process to ensure that clients are thoroughly comfortable in the use of Axioma’s analytics and data models

Applied Research

Help clients to identify best practices through dedicated research. Our subject matter experts assist clients in areas such as:

  • Analyzing current portfolio construction strategies and practices
  • Running both factor-based and returns-based performance attributions on historical portfolios to identify past portfolio tilts and associated risks
  • Performing detailed backtests and simulations to test advanced portfolio construction techniques