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Discretionary Portfolio Management

Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution

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    Capabilities

    Capabilities
    Portfolio Management
    Real-time portfolio analysis (single and customer list), alerting, modelling, rebalancing (single and bulk) and monitoring

    Eximius Six

    Capabilities
    Performance Management
    Performance analysis contribution and attribution, performance measurement and benchmarking

    Eximius Six

    Capabilities
    What-if Simulations
    What-if analytics on expected return, absolute and relative risk, drawdown, back and forward testing on proposed rebalancing to support decision making

    Eximius Six

    Capabilities
    Investment Compliance
    Managing investment compliance pre and post trade to address transparency, risk tolerance and regulatory issues, with active alerts and dashboarding

    Eximius Six

    Capabilities
    Capabilities
    Capabilities
    Discretionary Portfolio Management Portfolio Management Portfolio Management Performance Management Performance Management
    What-if Simulations What-if Simulations Investment Compliance Investment Compliance
    Discretionary Portfolio Management none none none none
    Placeholder none none

    Discretionary Portfolio Management

    Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution

      Please send me notifications, I agree with your Privacy Policy & Terms of Use

      Capabilities

      “
      Portfolio Management

      “Real-time portfolios analysis (single and customer list), alerting, modelling, rebalancing (single and bulk) and monitoring”

      “
      Performance Management

      “Performance analysis contribution and attribution, performance measurement and benchmarking”

      “
      What-if Simulations

      “What-if analytics on expected return, absolute and relative risk, drawdown, back and forward testing on proposed rebalancing to support decision making”

      “
      Investment Compliance

      “Managing investment compliance pre and post trade to address transparency, risk tolerance and regulatory issues, with active alerts and dashboarding”