Engagement
Global Index Correlation Briefing
A structured reading of how selected equity and rate indices have co-moved across regimes, delivered as a briefing pack and a live discussion.
Who it is for
Investment committees, family-office stewards, and multi-asset desks that already hold or monitor a defined set of global and regional indices — and need a shared language for when those indices move together, weaken, or break historically familiar patterns.
Result
You leave with a briefing pack that names the correlations that matter for your list, the windows where relationships held or failed, and a recorded vocabulary the room can reuse in later meetings. The live session is for challenge and clarification — not a slide show without discussion.
Scope included
- Up to twelve indices (or index proxies) agreed at kickoff
- Rolling and regime-aware correlation views over a window you choose (commonly 5–10 years)
- Identification of at least three notable decoupling or clustering episodes
- A written briefing (PDF) and one 90-minute live session (Bangkok or video)
- One round of written follow-up questions within ten business days
Scope excluded
- Trade recommendations, portfolio construction, or product placement
- Continuous monitoring after delivery (see Quarterly Correlation Watch)
- Access to proprietary software, terminals, or live feeds
- Regulatory advice or licensed portfolio management
Provider and process
Analysts at Schemamesh Hub prepare the reading from public and licensed market data sources. Kickoff clarifies the index list and questions; mid-engagement we share a draft skeleton; the final pack precedes the live session by at least three business days.
Duration and location
Most briefings complete in three to four weeks from kickoff, depending on data access and scheduling. Sessions are held at Level 8, 105 Rama IV Road, Bangkok 10110, or by video when the committee is distributed.
Preparation
Send your policy index list, any prior internal correlation notes, and the open questions the chair wants addressed. If you use custom baskets, define constituents before kickoff.
Pricing basis
Fixed engagement fee from THB 185,000, adjusted for index count and window complexity. A written estimate precedes any work.
Next step
Request a briefing with your index list and preferred timing. We reply within two business days.