Global Edge

About

Global Edge is the advanced research block of LIS, bringing together six departments: Portfolio Management, Macro Research, Risk Management, Quantitative Research, Alternative Investments, M&A. This integrated structure fosters technical excellence, cross-departmental integration, and professional-standard research, preparing members for the demands of global financial markets.

Sub-departments

• 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.
• 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 to model risk at both Asset and Portfolio levels.
• Quantitative Research — Our Quantitative Research team covers 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. It's analysis of ERP, FX, and Fixed Income supports the Portfolio Management and Macroeconomic Departments.
• Macroeconomic Research — The team produces our published macroeconomic reports and monthly newsletters, alongside its inside valuation of FX and Fixed Income. Coverage includes geopolitics, industries, and commodities, providing top-down insights that support both portfolio strategy, and equity analysis.
• Alternative Investments — The Alternative Investments team focuses on Corporate Development, Private Equity, Real Estate, Commodities and Private Credit, combining hands-on modelling with strategic analysis. Through projects such as deal evaluations, LBO case studies, and monthly outlooks, members gain exposure to private markets and advanced financial modelling techniques.
• M&A — The M&A team focuses on Deal Origination, Valuation, Merger Modelling, Synergy Assessment and Deal Structuring, combining transaction analysis with strategic rationale. Through projects such as deal teardowns, accretion/dilution models, and monthly deal flow reviews, members gain exposure to live transaction activity and the modelling standards used in advisory work.

Insights

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Team

• MG

  Miguel Gomes

  President & Head of M&A

  Miguel has been in the association since 2024, having served as Head of Global Edge, Equity Research Team Leader and M&A Lead.

  LinkedIn

Role progression