Consultation
Rolling Correlation Retainer
Quarterly updates of rolling correlation matrices for a fixed index list, with a short note on material changes.
Continuity between full studies
After a Global Index Correlation Study, some desks want the same matrices refreshed each quarter without commissioning another full memorandum. The retainer covers a fixed index list agreed at the start of the year.
Each quarter includes
Updated rolling windows, a one-page change log highlighting material shifts, and an optional thirty-minute call. Mid-year index list changes are quoted separately.