Skip to main content

Investment Service Management

Professional guidance and support to help clients to make well-informed decisions and achieve their goals, navigating complex financial or strategic matters

    Investment Advice

    Objectway Platform Discretionary Fund Portfolio management icon

    Investment
    Advice

     

    Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage

    Capabilities

    Goal Based Advisory

    Defining goals, simulating investment scenarios, generating investment proposals supported by what-if simulations and sharing through web collaboration

    Client Portfolio Optimization

    Optimized, suitable, personalized investment proposals, constraints management and mass customization for a large number of customers

    Client Risk Profiling

    Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis

    Client Reporting

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

    Advisor Analytics

    Advisor alerts and KPI monitoring with detailed information and drill down dashboard view

    Key Benefits

    • Deliver optimised, suitable and personalised investment proposals for a large number of customers
    • Benefit from artificial intelligence, saving times and delivering better QoS
    • Deliver a goals-driven and client-centric advisory process
    • Reduce asset allocation complexity and operational risk
    • Ensure robust methodological approach through an advanced digital advisory experience
    • Monitor investment ideas and improve portfolio quality

    Portfolio Management

    Objectway Platform Discretionary Fund Portfolio management icon

    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

    Objectway Platform Risk and compliance icon

    Risk, ESG & Compliance

     

    Assess and clearly document customer’s risk profile and investment rationale using a real-time engine which provides actionable insight and historical information management

    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