Case Studies

A track record of successful delivery

Since launch Woodseer has successfully been implemented by several financial services clients who demand accurate dividend forecast data with the coverage we provide.
Due to Woodseer’s tailored approach for each client’s specific requirements we are able to boast such an enviable track record.

  • Stock evaluation and selection
  • Income (and tax) planning
  • Options pricing/trading
  • Index calculations & rebalancing
  • Benchmarking for results

Here is a non-exhaustive list of case studies with some of our clients:

Case Study 1 - Custodian Bank

Large custodian with almost $2 trillion AUM

Two headline requirements:

After extensive testing they concluded Woodseer had equivalent accuracy and near 100% coverage for their required universe of securities in over 30 countries across 5 continents.

Our forecast data is used to offer guidance to their clients (fund managers) on dividend payments within a specified time period.
The client has direct access to our analyst team to ask for clarification regarding specific forecast amounts or dates.

Partnering with us, they have significantly increased the coverage they can offer their own clients with a more cost-effective solution.
The service has been expanded across four locations and further coverage.

Case Study 2 - Hedge Fund

Leading US fund with over $45 billion AUM

Requiring forecasts for two Asia Pacific markets where coverage from their two existing providers was unsatisfactory.

Following a six week trial period we now provide our forecast data for ~2,250 securities as a supplementary source to the PM and his team via our API.

Having initiated the project across one location, the scope has since increased and we now work with teams at a second location.

Case Study 3 - Option Trading Market Maker

One of the world’s leading global market makers

A key requirement of equity options traders, analytics and market making firms is accurate dividend dates which are correctly determined to fall within or outside the option expiry date.

By capitalizing on our unique date rule pattern detection system, which identifies historical patterns in dividend dates and uses this sequence to automatically generate forecasts, this client is able to have more certainty over their positions.

Woodseer provides:

Case Study 4 - Index Provider

A global provider operating 250,000 indices in 80 countries

This client required us to provide two year forecasts covering 1,500 securities for one of Asia Pacific’s most developed markets.

Following a rigorous vetting process we implemented access both via FTP and a further key requirement was our ability to develop a customised interface for the client to meet their requirements precisely.

Due to the success since launch the client has doubled their coverage into a second market and are expected to continue growing to receive Woodseer’s full global coverage.

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