Our research & innovation lab for advanced finance.
Global Edge is where we explore new methods, build tooling, and translate research into live strategies.
Alternative Investments
The Alternative Investments team focuses on M&A and leveraged buyouts, combining hands-on modeling with strategic analysis. Through projects such as deal evaluations, LBO case studies, and co-authored outlooks with the Real Estate team, members gain exposure to private markets and advanced financial modeling techniques. The team also develops partnerships with private equity firms, providing training, office visits, and a launchpad for careers in strategic finance.
​
Lead: Raul Vasconcelos
Global Markets Research
The team produces sectorial and macroeconomic reports for Vitalis TFT, alongside its own independent research. Coverage includes geopolitics, industries, and commodities, providing top-down insights that support both portfolio strategy and equity analysis.
​
Lead: Gurkirat Kaur and John Warren
Portfolio Management
The Portfolio Management Board combines insights from all departments to design and oversee LIS’s portfolio strategy. Bringing together heads and senior members, it integrates macro research, equity analysis, quantitative trading, and risk management into a balanced and cohesive investment approach.
​
Lead: Thor Pinto
Real Estate
To evaluate, underwrite, and monitor real estate investment opportunities, both direct (REITs, listed companies) and indirect (funds, private placements). The department combines fundamental, and market cycle analysis with a Real Estate investment outlook. Our edge comes in valuating the Iberian peninsula’s market and its trends locally, for outside investment.
​
Lead: José Lima
Risk Management
The purpose of our Risk Management Team is to measure and mitigate risk in our portfolios and equity products using quantitative and qualitative measures. We use advanced statistical tools such as VaR, Expected Shortfall, Stress Simulations(Monte Carlo, t-Copula) to model risk at both Asset and Portfolio levels.
​
Lead: Cristina Lin
Quantitative Research
Our Quantitative Research team will be covering the screening of equities, backtesting of valuations and building factor models through data-driven modeling and coding methods. Testing the applications of Mathematics in investment strategies, forecasting exits, and analysing alternative data.
​
Lead: João Pedro Ferreira