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

OPM

Capabilities
Model Portfolios
Management of multi-level portfolio strategies, partial rebalancing

OPM

Capabilities
Order Management
Comprehensive order management and executions on financial instruments

OPM

Capabilities
Investment Compliance
Ex-ante and ex-post control of regulatory constraints, fund rules and internal limits

OPM

Capabilities
Reporting
Portfolio performance and risk reports, asset allocation, register for orders and executed trades

OPM

Capabilities
Capabilities

Key Benefits

Make portfolio management processes more efficient by reducing manual interventions

Benefit from a continuous updates on the status of investments

React quickly to market changes

Ensure compliance with regulation and internal management rules and policies

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 KeepingOPM

“Analysis of invested portfolio composition and cash flow in real time and at varying historical depth”

“
Model PortfoliosOPM

“Management of multi-level portfolio strategies, partial rebalancing”

“
Order ManagementOPM

“Comprehensive order management and executions on financial instruments”

“
Investment ComplianceOPM

“Ex-ante and ex-post control of regulatory constraints, fund rules and internal limits”

“
ReportingOPM

“Portfolio performance and risk reports, asset allocation, register for orders and executed trades”

Key Benefits

“

“Make portfolio management processes more efficient by reducing manual interventions”

“

“Benefit from a continuous updates on the status of investments”

“

“React quickly to market changes”

“

“Ensure compliance with regulation and internal management rules and policies”

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