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Delegating day-to-day management of investment portfolio to the professional, giving discretion to buy or sell securities based on expertise and the agreed-upon investment objectives
Portfolio
Management
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution
Capabilities
Portfolio Management
Real-time portfolio 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
Key Benefits
- Reduce costs to deliver increased front-office efficiencies
- Guarantee pro-active compliance by monitoring portfolios and business rules in accordance with the latest regulations
- Manage risk exposure and volatility effectively and proactively
- Optimise returns and increase profitability
- Provide consistent reporting and attribution of performance to clients
Order
Management
Manage multi portfolio order generation for all type of orders with real-time connectivity and integration with market dealers
Capabilities
Dealing Desk
Order workflow management with multi portfolio order generation, allocation, merging
Order Limits
Managing all type of orders, restrictions and market limits
Connectivity to Markets
Real-time order connectivity through FIX/FIXML/RSP integration with market dealers
Key Benefits
- Reduce costs by handling large volumes of orders automatically via STP
- Fully support the business model of the financial institution by adapting to its internal management and partner interaction requirements
- Cover any client requirement in terms of orders and markets
Portfolio Management
Portfolio
Management
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution
Capabilities
Portfolio Management
Real-time portfolio 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
Key Benefits
- Reduce costs to deliver increased front-office efficiencies
- Guarantee pro-active compliance by monitoring portfolios and business rules in accordance with the latest regulations
- Manage risk exposure and volatility effectively and proactively
- Optimise returns and increase profitability
- Provide consistent reporting and attribution of performance to clients
Order Management
Order
Management
Manage multi portfolio order generation for all type of orders with real-time connectivity and integration with market dealers
Capabilities
Dealing Desk
Order workflow management with multi portfolio order generation, allocation, merging
Order Limits
Managing all type of orders, restrictions and market limits
Connectivity to Markets
Real-time order connectivity through FIX/FIXML/RSP integration with market dealers
Key Benefits
- Reduce costs by handling large volumes of orders automatically via STP
- Fully support the business model of the financial institution by adapting to its internal management and partner interaction requirements
- Cover any client requirement in terms of orders and markets
