Our Portfolio Construction module gives investment decision makers a set of tools that streamline and enhance the process of planning fund portfolios in future periods. It brings together rich, best-available information enabling you to make accurate and informed decisions and seamlessly promote trades through their lifecycle

Empower Your Strategic Decision Making

• More informed decisions - With information flowing between front, middle, and back
  office, portfolio managers can make decisions based on the most up-to-date,
  accurate information.
• Increased efficiency - Having one continuous workflow makes the planning process
  faster, eliminates duplicate work, and reduces key-personnel dependencies.
• Documented scenario approval process - If you are asked to demonstrate your internal controls,
  you’ll have the recommendation, the approvals, and any emails, documents and
  notes associated with a scenario in one place.
• Easy compliance checks - Portfolio Construction integrates with the compliance Report
  Card function, allowing you to check whether a scenario portfolio meets your
  fund’s investment guidelines.

Key Features:

• Create multiple portfolio scenarios for the same periods at the same time
• Drill down to performance, cash projection, liquidity, and exposure detail views
• Compare your scenario to a model, and to your portfolio before your scenario trades are applied
• Link scenarios together to see the effect of one on the other
• Attach emails, task lists, comments and documents to any scenario
• Recommend, revise, and approve scenario trades
• Easily enrich and promote trade recommendations into accounting