Portfolio-Manager-OPM-SP
portfolio-manager-opm

Flexibility and Efficiency in Portfolio Management

Dynamic discretionary portfolio management responding to the most advanced needs of banks and asset management companies in terms of service to all customer segments, operational efficiency and risk management.

Capabilities

PORTFOLIO MANAGEMENT

Up-to-date and real-time portfolio analysis, modelling, rebalancing, monitoring

PERFORMANCE MANAGEMENT

Performance contribution and attribution, performance measurement and benchmarking

ORDER MANAGEMENT

Online trading and order management, real-time connectivity and direct link to markets

CLIENT REPORTING

Overview of portfolio performance, risk, asset allocations, holdings and transaction details

INVESTMENT COMPLIANCE

Managing investment compliance to address transparency, risk tolerance and regulatory issues

Benefits

Unlimited flexibility and configurability in order to adapt to customer segments and portfolio management policy

Maximum reactivity with real-time calculation

Management of all types of investment constraints, satisfying compliance requirements

High performance at competitive costs with the maximum operating efficiency and increment of back-office productivity

Rapid implementation of new products and services with a front-end easy to use