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,
- 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.
- 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