Portfolio Mgmt & 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

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

EXIMIUS

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

EXIMIUS

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

EXIMIUS

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

EXIMIUS

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

EXIMIUS

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 ManagementEXIMIUS

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

Performance ManagementEXIMIUS

Performance contribution and attribution, performance measurement and benchmarking

Order ManagementEXIMIUS

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

Client ReportingEXIMIUS

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

Investment ComplianceEXIMIUS

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

Client Portfolio OptimisationEXIMIUS

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