{"id":233,"date":"2022-08-25T09:57:50","date_gmt":"2022-08-25T07:57:50","guid":{"rendered":"https:\/\/r.cp-srl.it\/?page_id=233"},"modified":"2025-02-28T10:18:06","modified_gmt":"2025-02-28T09:18:06","slug":"the-platform","status":"publish","type":"page","link":"https:\/\/rationis-tech.com\/en\/the-platform\/","title":{"rendered":"The platform"},"content":{"rendered":"

Providing an advanced solution for portfolio management<\/h2><\/div>
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Position keeping<\/h3><\/div>
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Multidimensional, flexible, interactive portfolio monitoring tool
\nCustomizable break-down criteria and analytics
\nRigorous and coherent representation of derivatives exposure
\nComplete look-through of underlying vehicles<\/p>\n<\/div><\/div><\/div>

\"Rationis<\/div>

Risk analysis<\/h3><\/div>
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Short-term and long-term ex-ante risk estimates based on proprietary models
\nRisk break-down according to customizable risk drivers
\nScenario analysis and stress test<\/p>\n<\/div><\/div><\/div>

\"Rationis<\/div>

Performance measurement<\/h3><\/div>
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Multidimensional, flexible, interactive performance measurement & attribution
\nCustomizable break-down criteria<\/p>\n<\/div><\/div><\/div>

\"Rationis<\/div>

ESG Monitoring<\/h3><\/div>
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ESG monitoring through a flexible and interactive console
\nBroad and customizable set of ESG criteria and analytics
\nDesigned to dialogue with any ESG data provider<\/p>\n<\/div><\/div><\/div>

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Portfolio construction<\/h3><\/div>
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Portfolio construction and rebalancing (in absolute or relative-to-benchmark mode) with short or long-term horizon
\nManual (what-if analysis) and optimized construction engines
\nDesigned to work with financial and\/or legal & compliance constraints<\/p>\n<\/div><\/div><\/div>

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Dashboard monitoring<\/h3><\/div>
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Top-down monitoring tool with financial and ESG metrics of large numbers of portfolios in a single report<\/p>\n<\/div><\/div><\/div>

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Historical and trend analysis<\/h3><\/div>
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Daily storage of positioning, risk and ESG data
\nPortfolio analysis as of any date in the past
\nTrend analysis for the portfolio metrics of client’s interest<\/p>\n<\/div><\/div><\/div>

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Tailored reporting<\/h3><\/div>
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Bespoke reporting
\nTextual (xlsx, csv, json, xml), graphic (svg, png, jpg) e documental (pdf) export<\/p>\n<\/div><\/div><\/div>

<\/div><\/div><\/div><\/div><\/div><\/div>

Providing an advanced solution for portfolio management<\/h2><\/div>
\"\"<\/div>

Position keeping<\/h3><\/div>
<\/div>
\n

Multidimensional, flexible, interactive portfolio monitoring tool
\nCustomizable break-down criteria and analytics
\nRigorous and coherent representation of derivatives exposure
\nComplete look-through of underlying vehicles<\/p>\n<\/div><\/div><\/div>

\"Rationis<\/div>

Risk analysis<\/h3><\/div>
<\/div>
\n

Short-term and long-term ex-ante risk estimates based on proprietary models
\nRisk break-down according to customizable risk drivers
\nScenario analysis and stress test<\/p>\n<\/div><\/div><\/div>

\"Rationis<\/div>

Performance measurement<\/h3><\/div>
<\/div>
\n

Multidimensional, flexible, interactive performance measurement & attribution
\nCustomizable break-down criteria<\/p>\n<\/div><\/div><\/div>

\"Rationis<\/div>

ESG Monitoring<\/h3><\/div>
<\/div>
\n

ESG monitoring through a flexible and interactive console
\nBroad and customizable set of ESG criteria and analytics
\nDesigned to dialogue with any ESG data provider<\/p>\n<\/div><\/div><\/div>

\"\"<\/div>

Portfolio construction<\/h3><\/div>
<\/div>
\n

Portfolio construction and rebalancing (in absolute or relative-to-benchmark mode) with short or long-term horizon
\nManual (what-if analysis) and optimized construction engines
\nDesigned to work with financial and\/or legal & compliance constraints<\/p>\n<\/div><\/div><\/div>

\"\"<\/div>

Dashboard monitoring<\/h3><\/div>
<\/div>
\n

Top-down monitoring tool with financial and ESG metrics of large numbers of portfolios in a single report<\/p>\n<\/div><\/div><\/div>

\"\"<\/div>

Historical and trend analysis<\/h3><\/div>
<\/div>
\n

Daily storage of positioning, risk and ESG data
\nPortfolio analysis as of any date in the past
\nTrend analysis for the portfolio metrics of client’s interest<\/p>\n<\/div><\/div><\/div>

\"\"<\/div>

Tailored reporting<\/h3><\/div>
<\/div>
\n

Bespoke reporting
\nTextual (xlsx, csv, json, xml), graphic (svg, png, jpg) e documental (pdf) export<\/p>\n<\/div><\/div><\/div>

<\/div><\/div><\/div><\/div><\/div><\/div>
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OUR KNOW-HOW<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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Cutting edge methodologies<\/div>\n
Machine learning and AI<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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Proprietary models based on the most advanced approaches by our qualified team of academic researchers, financial engineers and data scientists
\nUse of machine learning and artificial intelligence techniques in modeling financial and sustainability risk<\/p>\n<\/div>

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OUR TECHNOLOGY<\/div>\n<\/div>\n<\/div>\n<\/div><\/div><\/div>

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SAAS platform<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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SAAS platform available 24\u00d77 via the Web
\nBased on REST API architecture
\nManaged in the AWS cloud, secure, scalable and performing
\nTurnkey managed service<\/p>\n<\/div>

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OUR KNOW-HOW<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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Cutting edge methodologies<\/div>\n
Machine learning and AI<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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Proprietary models based on the most advanced approaches by our qualified team of academic researchers, financial engineers and data scientists
\nUse of machine learning and artificial intelligence techniques in modeling financial and sustainability risk<\/p>\n<\/div>

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OUR TECHNOLOGY<\/div>\n<\/div>\n<\/div>\n<\/div><\/div><\/div>

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SAAS platform<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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SAAS platform available 24\u00d77 via the Web
\nBased on REST API architecture
\nManaged in the AWS cloud, secure, scalable and performing
\nTurnkey managed service<\/p>\n<\/div>

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Beyond the platform:
\nAdvisory for high-value projects<\/p><\/h2><\/div>

We support our clients in developing projects and models for the forecasting of financial and macroeconomic variables
\nWe assist asset managers by providing our methodologies and models for the design, development and testing of investment strategies<\/p>\n<\/div><\/div><\/div>

<\/span><\/div><\/div><\/div><\/div><\/div>

Beyond the platform:
\nAdvisory for high-value projects<\/p><\/h2><\/div>

We support our clients in developing projects and models for the forecasting of financial and macroeconomic variables
\nWe assist asset managers by providing our methodologies and models for the design, development and testing of investment strategies<\/p>\n<\/div><\/div><\/div>

<\/span><\/div><\/div><\/div><\/div><\/div>

They trust us<\/h2><\/h2><\/div>
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Wish a demo?<\/h2><\/div>

For further information about our solution or to arrange a demo, please fill the form in<\/p>\n<\/div><\/div><\/div>

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