Client : BCEE Asset Management

Issue : Implement a fully automated storage solution for data, automated reporting and risk calculation for the investment funds industry.

Gambit’s solution : Risk management solution

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« A simple, user-friendly, solution »

BCEE-AM

  • Manages over 50 sub-funds and institutional portfolios currently worth over €4 billion.
  • Funds include all traditional asset classes.
  • Acts as a consultant to a private bank and manages several institutional mandates.
  • Uses a sophisticated risk management model based on the APT (Arbitrage Pricing Theory).
  • Recognized four years running by rating agency FundClass.
  • Achieved FundClass award in 2016 for companies managing 26-40 European funds.

 

The challenge

To establish a fully automated centralized storage solution for data, automated reporting and risk calculation for the investment funds industry. With only 20 employees, a high number of sub-funds and the heterogeneous nature of the data sources, this presented a significant challenge.

Why Gambit?

“We were looking for a simple, user-friendly solution, one that was easy to adapt to our needs and quickly integrate into our IT infrastructure and workflow” declares Luc Neuberg, CEO, BCEE-AM.

The Gambit solution

Gambit implemented a risk management solution that incorporated multiple data sources, automating import and management positions and allowing BCEE-AM to centrally store fund positions, generate risk/performance measures and produce customized reports. One year later, BCEE-AM extended its Gambit solution to include regulatory risk measures: commitment, concentration, counterparty risk and coverage rules.

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