Transform data into investment excellence
A Portfolio Construction & Management platform offering a 360° investment management cockpit to leverage a scalable data foundation, integrating sophisticated investment research capabilities and in-depth analytics with advanced portfolio optimization. Our unified platform eliminates operational friction between research and implementation, enabling portfolio managers to seamlessly move from investment thesis to portfolio construction with full transparency and control.
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Portfolio Visualization & Analytics
Analyze portfolio in-depth for faster time-to-insight
Interactive dashboards and advanced analytics for portfolio managers. Features customizable visualizations with drill-down capabilities from portfolio-level to individual elements analysis, including securities, countries, issuers, currencies etc. Create custom views to monitor portfolios with the information that is relevant for your investment philosophy.
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Portfolio Optimization
Construct portfolios with a rule-based approach
Powerful optimization engine transforming investment insights into implementable portfolios. Offers a comprehensive library of objectives and constraints to balance returns, risk, transaction costs, and ESG requirements simultaneously. Provides real-time portfolio rebalancing capabilities and seamless integration with backtests for strategy validation, or with order management systems for immediate implementation.
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Portfolio Backtest
Validate your strategy in a matter of seconds
As data challenges are solved upstream, business teams can instantly leverage all available data for research purposes, and configure with ease any type of backest. Thanks to the power of the underlying technology, backtests are run in seconds, multiplying the potential of teams, while ensuring rigorous strategy validation using historical data with point-in-time integrity.
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Portfolio Risk Management
Assess your risks through your own lens
Configure risk models using explicit or statistical factors to get relevant and precise risk decomposition. Risk models are instantly available across the solution to be used either in backtests, optimization parameters or to simply analyze portfolio risks through configurable interfaces.
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