Portfolio Management
Implements investment strategies by combining efficiency and flexibility, complying with the guidelines of the portfolio management mandate and with regulatory constraints
Capabilities
Position Keeping
Analysis of invested portfolio composition and cash flow in real time and at varying historical depth
Capabilities
Model Portfolios
Management of multi-level portfolio strategies, partial rebalancing
Capabilities
Order Management
Comprehensive order management and executions on financial instruments
Capabilities
Investment Compliance
Ex-ante and ex-post control of regulatory constraints, fund rules and internal limits
Capabilities
Reporting
Portfolio performance and risk reports, asset allocation, register for orders and executed trades
Capabilities
Capabilities
Key Benefits
Portfolio Management
Implements investment strategies by combining efficiency and flexibility, complying with the guidelines of the portfolio management mandate and with regulatory constraints
Capabilities
Key Benefits
