Lucena provides actionable investment insights from Big Data

Lucena Research

Hire our quants and utilize our state-of-the-art infrastructure and knowledge for your unique research project

Lucena QuantDesk®

Conduct your own quantitative research and assess what-if scenarios through graphical backtest simulations, quantitative metrics and Lucena’s recommendation engine

Lucena Strategies

Subscribe to our model-driven strategies for above-market returns

Lucena Strategies demonstrate the power of QuantDesk®

Tiebreaker software to anticipate and beat market movements

Tiebreaker

Long/Short Market Neutral

Blackdog performance over time compared to the S&P 500

Blackdog

Tactical Asset Allocation

WaveRider continues performance over several data points

WaveRider

Active Sector Rotation

Lucena leads the way in Predictive Analytics

Lucena Research Team

Lucena’s team represent a combination of academia, business experience, and software development expertise that provides a highly unique and complimentary skill set. Co-founded in 2014 by entrepreneur and technologist CEO Erez Katz and machine learning and artificial intelligence expert, Chief Science Officer Tucker Balch, Ph.D, Lucena Research partners with data providers and develops algorithms that can validate and enhance investment strategies through advanced analytics of big data.

To kick off the summer, try QuantDesk® at a special introductory rate. Explore the full QuantDesk® suite during a 30 day free trial. Subscribe by August 31st, 2018 to lock in the introductory $450/month rate for the full length of your subscription. No long term contract required, you may cancel at any time.

Important Nasdaq milestones throughout the years 2012 - 2016

The Lucena Research, Inc. team visited the Nasdaq market site on Thursday, April 12. We are proud to collaborate with our GIS counterparts and make the analytics hub special!

The Lucena Research, Inc. team visited the Nasdaq market site on Thursday, April 12. We are proud to collaborate with our GIS counterparts and make the analytics hub special!

Important Nasdaq milestones throughout the years 2012 - 2016

Using Dynamic Models To Adjust To Changing Market Conditions One of the biggest fallacies of quantitative strategy development is the belief that a successful model will continue to outperform indefinitely. Many quant funds mistakenly fall in love with an investment strategy on which they have spent substantial R&D capital and countless hours developing. Understandably, when the strategy stops performing, it’s hard to throw all that hard work away and start from scratch. A way to prolong a strategy’s life is to design it with the notion of self-adjustment. These strategies are harder to develop but ultimately provide the unemotional self-adjustment context when they are deployed live.