Off-Script Systems, by Tal Sansani

Consulting

Measuring Stuff That's Hard to Measure

Meet Your New Data Lab

We help you apply data, analytics, and technology to challenging investment problems.

Data Engineering

Make Better Decisions With Better Data

Quantitative Analysis

Data-Driven Answers to Complex Questions

Artificial Intelligence

Practical Solutions to Real Problems

Textual Analysis & NLP

Train Machines to Read

Custom Applications

Differentiate with Technology

Guidance & Training

Expand Your Capabilities

Creative Design + Clean Engineering

First We Connect

Building partnerships not transactions

Then We Design

Creatively collaborating towards practical and differentiated solutions.

Finally We Build

Clean engineering with modern, light-weight technologies.

Track-record of Innovation & Client Success

Collaborating with organizations big and small,
covering topics near and dear.

AI-Powered Financial Research Platform

Connecting portfolio performance drivers to high-quality, relevant market commentary can be time-consuming and costly. Off-Script Systems collaborated with Spain Consulting, LLC to design an intelligent, automated financial research tool.

consulting fintech news search

Updated: 2020-08-31 Status:

Multi-Asset Attribution Platform

Discerning Portfolio Managers are keen to objectively measure and understand performance drivers. Off-Script Systems joined forces with Heximer Investment Management to design and implement an institutional quality, fully customized attribution platform.

consulting performance analytics

Updated: 2023-03-31 Status:

Alternative Data & ESG Alpha Research

Collaborated with Two Centuries Investments & Voya Investment Management to uncover ESG-driven Alpha through a variety of Alternative-Data sources and NLP techniques.

consulting ESG NLP research

Updated: 2021-05-24 Status:

Alpha Research & Portfolio Analytics

Collaborated with Two Centuries Investments on unique quantitative research opportunities related to Culture and NLP, as well as comprehensive portfolio analytics reporting.

consulting research alt data analytics

Updated: 2021-05-24 Status:

Real-Estate Data & Analytics Application

Jointly developed with Cypress Capital Group: [1] a robust, multi-method web-scraping application that cleans and structures property information into analytics-ready data stores. [2] a highly customizable analytics application that identifies neighborhood/city-level market trends and buying opportunities.

consulting real-estate custom software

Updated: 2023-01-13 Status:

From the IRS to AWS: Non-Profit Financial Data Collection

Teamed up with Lendonate to build an ETL (Extract, Transform, Load) of Non-Profit Financials from the IRS for every U.S. NGO from 2007 to present. Custom querying interfaces and financial strength models bring the data to life for internal executives and clients.

analytics data-pipelines

Updated: 2020-08-31 Status:

Spain Consulting

Powered by the Off-Script Systems Network

We are humbly supported by a small-but-generous
network of advisors and specialists.

Nearly all client solutions are explicity or implicity supported by an expert network of industry practioners — Software Engineers, Architects, AI Researchers, Writers, Portfolio Managers, etc. — with years of professional experience delivering first-class quantitative solutions.

Client

Solution

Large NYC Asset Manager seeking new sources of ESG alpha

Quant Research	Leveraged Alternative-Data sources to research & design ESG signals and quantify intangible assets (human capital, employee sentiment, etc.).
Quant Analytics	Developed and deployed a lightweight signal App Development (time-series returns, risk characteristics, ESG exposures, etc.) for team-wide consumption.

Midwest RIA Developing an Institutional Quality Quant Research Platform

Data Engineering	Sourcing data from the web using modern web-scraping techniques and low-cost APIs, centrally stored in Microsoft Azure SQL databases.
Quant Analytics	Developed a custom performance attribution and reporting module which measured asset allocation, manager selection, and style selection decisions.
Team Training	Led best practices for data architecture, analytics, and quantitative research. Developed instructional material ("cookbooks") and examples for the team.

Financial Writing Team Seeking Research Automation

App Development

Built a custom research web-application for a 15+ person team of financial writers covering 400+ funds. The interactive financial research tool detects material return drivers in portfolio holdings (via Brinson attribution) and automatically sources high-quality, high-relevance financial news articles (learning from user behavior).

Real-Estate Investment Firm Seeking Custom Data & Analytics Tools

Data Engineering	Developed a robust, multi-method web-scraping application that collects, cleans, and structures property/listing information into analytics-ready data stores.
App Development	Designed analytics tools and automated report generation, seamlessly integrated into the team's existing MS Excel-based workflow (via Python Library openpyxl).

Fintech Start-Up Sourcing Financial Data for Non-Profit-Orgs

Data Egineering

Automated extraction, structuring, and storage of billions of filings from the IRS, covering every U.S. NGO from 2007 to present. Messy Form-990 filings are neatly structured in AWS virtual databases and made available via a simple, custom querying interface.