BUY-SIDE PORTFOLIO MANAGEMENT SOLUTIONS
Get More Out of your Portfolio Data
Portfolio Analytics and ‘Insights’ for buy-side firms
Our Products for Buy-Side Firms
Portfolio Risk Analytics
Calculate Market Risk
Portfolio Insights
Enable Business Intelligence
Portfolio Risk Analytics
WHAT PROBLEMS ARE WE ADDRESSING?
1. Eliminate Batch processing for Risk Analytics
–> Perform ad-hoc Risk Calculations (Ex-Ante & Ex-Post)
–> Enable What-If Analysis
2. Provide Model Transparency
–> Risk should not be a black-box and complex to understand
3. Integration with existing Data Management
–> Eliminate need to load holdings into risk system
–> Use the same prices used for performance/accounting for risk analytics
4. Simplify custom modeling by Instrument and/or by account
5. Increase Operational Alpha
–> By enabling ‘pay-per-use’ business model using ‘cloud-native’ architecture
Portfolio Insights
WHAT PROBLEMS ARE WE ADDRESSING?
1. Enable centralized data store for both Reporting and BI
–> Consolidated data from multiple asset classes and providers into a single, standardized source to support informed and prompt decision-making
2. Need for liberating data to ‘Users’ for real-time analysis and Insights
–> Portfolio data including Holdings, Risk, Performance and Accounting all in one place for analysis using Business Intelligence (BI) tools and/or using API’s
3. Address data management challenges of data quality, availability and accessibility to enable centralization of data
–> Mostly due to use of legacy systems and/or siloed asset class systems
Need More Information?
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