Portfolio Management & Trading

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
Capabilities

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

Portfolio Management & Trading

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

Key Benefits

Reduce costs todeliver increased front-office efficiencies

Guarantee pro-active compliance by monitoring portfolios and business rules in accordance with the latest regulation

Manage risk exposure and volatility effectively and proactively

Optimise returns and increase profitability

Provide consistent reporting and attribution of performance to clients