Index Research LLC is an investment research firm which focuses on the financial markets. The firm covers major asset classes such as stocks, bonds and commodities. Index Research specializes in time series analysis of financial data.
In our research and analysis, we employ quantitative and technical methods - our proprietary models use multivariate analysis, pattern recognition and signal detection.
We focus on short-term and medium-term time horizons. Our research and analysis targets the specific time period in between well-known strategies such as: HFT High Frequency Trading & MM Market Making (which depend on strategic advantages, the market microstructure and connectivity speed) and Long-Term Investing (which is passive, typically buy and hold).
We believe that the current financial market ecosystem has become polarized and that HFT & MM as well as Long-Term Investing are crowded strategies. Therefore, we have identified a somewhat less exploited “sweet spot” which is the time horizon in between these strategies. This sweet spot provides many viable opportunities.
The bottom line is that the financial markets are constantly changing and evolving – our job is to stay ahead of the curve.
What we do.
The good news is that there are many opportunities in the markets, and periodic uncertainty about the future creates even more opportunities. In order to identify these opportunities, our firm uses proprietary research methodologies, indicators and models.
Here is some information about our Head of Research.
Our Head of Research is Peter Levant. He has extensive experience in research and trading.
In 1991, Peter began his career in trade execution with Dean Witter Reynolds in Chicago. In 1993, he was an Investment Associate with Morgan Stanley where he executed trades for Hedge Funds and HNWIs. While at Morgan Stanley, Peter also managed bespoke research projects for Hedge Funds. During his tenure with Morgan Stanley, Peter executed client’s trades in equity, fixed income and options markets. In 1995, Peter was a Senior Research Associate with Optima Investment Research Inc. At the time, Optima was the largest futures and options research firm serving institutional investors. Optima produced daily quantitative and technical financial market research. While at Optima, he opened the account for the Federal Reserve Bank of New York.
In 1997, Peter was a Trade Desk Manager with the commodity futures firm Braymore-Oak Brokerage Services, a guaranteed introducing broker for First American Discount Corp which was later acquired by MAN Financial.
In 1998, he founded Northern Advisors, an independent institutional investment research business which served hedge funds and family offices. In 2019, he became the Head of Research of Index Research LLC. His research papers have been downloaded and read by people in more than thirty-four countries.
Peter has a Masters in Finance from London Business School and an MBA Summa Cum Laude from EDHEC Business School in France. He also has a certificate in Alternative Investments from EDHEC. Peter studied Mechanical Engineering at the University of Iowa and Economics at Northwestern University. He completed the Commodities Institute at the Chicago Board of Trade and the Professional Traders Institute at the Chicago Board Options Exchange.
Peter has been a speaker at financial conferences around the world. Peter has been a speaker at the DePaul University Business School, ETF.com Index Universe Conferences and on Bloomberg Television. He has traveled to more than forty countries on four continents meeting with institutional investors and family offices.