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The process of investing in UCITS and Alternative Funds on behalf of asset owners, institutions or organizations to meet their financial 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
Risk, ESG &
Compliance
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution
Capabilities
Compliance Assessment
Real-time and bulk checks on customer portfolios according to business configured outliers and regulatory requirements
Performance Analysis & Attribution
Portfolio analysis, exposure analysis, benchmarking, GIPS compliant performance measurement including performance contribution and attribution
Risk Analytics & Data Quality
Sophisticated risk measures to evaluate portfolio characteristics in terms of market, credit and liquidity risk, operational support for guaranteed consistent and high quality database
Model Portfolio Construction
Strategic and tactical asset allocation for optimal model portfolios, leveraging optimisation algorithms
Key Benefits
- Maximise your client returns by identifying changing market scenarios over investment lifetime
- Document and demonstrate your investment approach using detailed risk analytics
- Focus on the core business automating compliance checks
- Be compliant with regulatory constraints and ready for external audit
- Strongly reduce reputational risk and legal claims by automating compliance checks
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
Risk ESG & Compliance
Risk, ESG &
Compliance
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution
Capabilities
Compliance Assessment
Real-time and bulk checks on customer portfolios according to business configured outliers and regulatory requirements
Performance Analysis & Attribution
Portfolio analysis, exposure analysis, benchmarking, GIPS compliant performance measurement including performance contribution and attribution
Risk Analytics & Data Quality
Sophisticated risk measures to evaluate portfolio characteristics in terms of market, credit and liquidity risk, operational support for guaranteed consistent and high quality database
Model Portfolio Construction
Strategic and tactical asset allocation for optimal model portfolios, leveraging optimisation algorithms
Key Benefits
- Maximise your client returns by identifying changing market scenarios over investment lifetime
- Document and demonstrate your investment approach using detailed risk analytics
- Focus on the core business automating compliance checks
- Be compliant with regulatory constraints and ready for external audit
- Strongly reduce reputational risk and legal claims by automating compliance checks
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
