Fintree - Analytical Solutions

ANALYTICAL SOLUTIONS

SERVICES

FinTree specializes in data-intensive and complex analytical solutions in the areas of finance, economics and marketing. Using data mining, financial modeling and statistical techniques as well as data visualization tools like heatmaps and spatial maps, we combine and analyze large amounts of information to form practical solutions based on quantifiable facts.

Projects that have engaged our services include:

Promotional website with Google™ Earth map for wind farm project
Examining asset concentrations in retirement savings plan accounts
Portfolio performance attribution
Equity and portfolio correlation studies
Customer profiling
Targeted marketing campaigns

Whether you are starting a new project, looking for a fresh perspective on an existing challenge or need to fill a temporary resource gap in your analyst team, we are here to help you.

Case Studies

EVALUATING MARKET OPPORTUNITIES - WIND ENERGY MAP
Spatial maps are a good way to visualize and analyze market, demographic, or real estate data, for example. Snapshots of our interactive wind energy map show how a combination of commercial wind farm data with wind resource maps can be used to evaluate market opportunities or make energy policy decisions.

US Map - click to enlarge High resolution wind data for states Zoom in to see turbines

Click here to explore our interactive wind energy map on www.re-unity.com

QUANTITATIVE RESEARCH - S&P 500 HEATMAP
A heatmap is a tool to visualize a large amount of data and highlight trends. Heatmaps can be found in various fields, such as financial services, marketing and biotechnology. This example shows a very simple heatmap constructed in Excel that highlights quantitative selection criteria of the S&P 500 stocks. A portfolio manager can use a heatmap like this to perform a stock screen or quickly assess the status of a portfolio.

          Download Excel Spreadsheet
                                               Click image to enlarge

More sophisticated heatmaps contain multi-hierarchical groupings, such as by industry sector and sub-industry and also have drilldown capabilities. They are designed with special software, such as Heatmap Explorer from Labescape.

FINANCIAL MODELING - SOLAR ENERGY COMPANY VALUATION
This example shows a discounted cash flow model along with projections and assumptions to estimate the value of SunPower, a public solar energy company in the US. The relative value analysis compares price multiples between SunPower and similar publicly traded companies in the solar energy industry to give a view of the market's current valuation of these companies.

Discounted Cash Flow Analysis DCF Projections & Assumptions Relative Value Analysis
Click images to enlarge