Use Cases

Robust portfolios thanks to advanced technology

Scan your assets to identify their characteristics and build a robust investment universe based on multiple risk and performance measures. Create investment strategies that you can back-test and provide to your clients.
Robust portfolios thanks to advanced technology

Product and portfolio diagnostics

Imagine a solution that allows computing more than thirty risk and performance measures on individual instruments, allowing you to analyse hundreds of assets at one glance. Couple that with an in-depth analysis of portfolios and you have all the tools you need to create robust and thought out investment strategies for your clients.

Product and portfolio diagnostics

Portfolio optimisation and back-testing

Create your investment universe, set your rules (maximum weight of each asset, create groups of assets and set constraints and intergroup constraints, constraints on the entire portfolio), integrate your views if desired, choose your objective function and let the platform compute the optimal portfolio today and in the past. Carry out multiple scenarios to backtest your investment strategies and provide robust portfolios to your clients.

Portfolio optimisation and back-testing

Follow-up and alerts

Has the volatility of your favourite index increased unexpectedly, or the performance of your defensive model portfolio reached a threshold that warrants paying closer attention to it? Create your own rules, as simple or as complex as you want them to be, and get alerts when thresholds are breached to make sure you don't miss out on important market movements.

Follow-up and alerts

Data aggregation

Multiple data sources can be aggregated in a common and proprietary database, including own classifications, product ratings, etc. Sources can be internal data, Bloomberg, Refinitv, SIX Telekurs, etc.

Data aggregation

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