Sergio Focardi is a founding partner of The Intertek Group. He consults and trains on financial modeling.

Sergio is a member of the Editorial Board of the Journal of Portfolio Management. He has (co-)authored numerous articles and books, including the CFA Institute’s recent monographs Challenges in Quantitative Equity Management (2008) and Trends in Quantitative Finance (2006) as well as the award-winning books Financial Modeling of the Equity Market: CAPM to Cointegration (Wiley, 2006) and The Mathematics of Financial Modeling and Investment Management (Wiley, 2004). Most recently, Sergio co-authored Financial Econometrics – From Basics to Advanced Modeling Techniques (Wiley, 2007) and Robust Portfolio Optimization and Management (Wiley, 2007).

Sergio's research interests include the econometrics of large equity portfolios and modeling the interaction between multiple heterogeneous agents. He has developed  proprietary models for  managing large equity portfolios.

Caroline Jonas is a founding partner of The Intertek Group. She heads client research projects and is responsible for Intertek field research. Intertek projects managed by Caroline include studies on equity portfolio modeling, ALM modeling at defined-benefit pension funds, quantitative methods in asset management and unstructured data in investment management.

Caroline researched and is a co-author of the CFA Institute's survey-based monograph Challenges in Quantitative Equity Management (2008). In addition, she has coauthored articles and books based on Intertek field research.