Providing an advanced solution for portfolio management
Position keeping
Multidimensional, flexible, interactive portfolio monitoring tool
Customizable break-down criteria and analytics
Rigorous and coherent representation of derivatives exposure
Complete look-through of underlying vehicles
Risk analysis
Short-term and long-term ex-ante risk estimates based on proprietary models
Risk break-down according to customizable risk drivers
Scenario analysis and stress test
Performance measurement
Multidimensional, flexible, interactive performance measurement & attribution
Customizable break-down criteria
ESG Monitoring
ESG monitoring through a flexible and interactive console
Broad and customizable set of ESG criteria and analytics
Designed to dialogue with any ESG data provider
Portfolio construction
Portfolio construction and rebalancing (in absolute or relative-to-benchmark mode) with short or long-term horizon
Manual (what-if analysis) and optimized construction engines
Designed to work with financial and/or legal & compliance constraints
Dashboard monitoring
Top-down monitoring tool with financial and ESG metrics of large numbers of portfolios in a single report
Historical and trend analysis
Daily storage of positioning, risk and ESG data
Portfolio analysis as of any date in the past
Trend analysis for the portfolio metrics of client’s interest
Tailored reporting
Bespoke reporting
Textual (xlsx, csv, json, xml), graphic (svg, png, jpg) e documental (pdf) export
Providing an advanced solution for portfolio management
Position keeping
Multidimensional, flexible, interactive portfolio monitoring tool
Customizable break-down criteria and analytics
Rigorous and coherent representation of derivatives exposure
Complete look-through of underlying vehicles
Risk analysis
Short-term and long-term ex-ante risk estimates based on proprietary models
Risk break-down according to customizable risk drivers
Scenario analysis and stress test
Performance measurement
Multidimensional, flexible, interactive performance measurement & attribution
Customizable break-down criteria
ESG Monitoring
ESG monitoring through a flexible and interactive console
Broad and customizable set of ESG criteria and analytics
Designed to dialogue with any ESG data provider
Portfolio construction
Portfolio construction and rebalancing (in absolute or relative-to-benchmark mode) with short or long-term horizon
Manual (what-if analysis) and optimized construction engines
Designed to work with financial and/or legal & compliance constraints
Dashboard monitoring
Top-down monitoring tool with financial and ESG metrics of large numbers of portfolios in a single report
Historical and trend analysis
Daily storage of positioning, risk and ESG data
Portfolio analysis as of any date in the past
Trend analysis for the portfolio metrics of client’s interest
Tailored reporting
Bespoke reporting
Textual (xlsx, csv, json, xml), graphic (svg, png, jpg) e documental (pdf) export
Beyond the platform:
Advisory for high-value projects
We support our clients in developing projects and models for the forecasting of financial and macroeconomic variables
We assist asset managers by providing our methodologies and models for the design, development and testing of investment strategies
Beyond the platform:
Advisory for high-value projects
We support our clients in developing projects and models for the forecasting of financial and macroeconomic variables
We assist asset managers by providing our methodologies and models for the design, development and testing of investment strategies
They trust us
Wish a demo?
For further information about our solution or to arrange a demo, please fill the form in
Wish a demo?
For further information about our solution or to arrange a demo, please fill the form in below