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Portfolio Management & Advisory

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

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

Eximius Six

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

Eximius Six

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

Eximius Six

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

Eximius Six

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

Eximius Six

Capabilities
Client Portfolio Optimisation
Optimised, suitable and personalised investment proposals for a large number of customers

Eximius Six

Capabilities

Key Benefits

Reduce costs to deliver increasing front-office efficiencies

Deliver in a click an optimised proposal that is suitable and appropriate for the customer

Manage risk exposure and volatility effectively and proactively

Optimise returns and increase profitability

Provide consistent reporting and attribution of performance to clients

Portfolio Management & Advisory

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

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”

“
Client Portfolio Optimisation

“Optimised, suitable and personalised investment proposals for a large number of customers”

Key Benefits

“

“Reduce costs to deliver increasing front-office efficiencies”

“

“Deliver in a click an optimised proposal that is suitable and appropriate for the customer”

“

“Manage risk exposure and volatility effectively and proactively”

“

“Optimise returns and increase profitability”

“

“Provide consistent reporting and attribution of performance to clients”

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