Solutions - Asset Management
 
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Research   Performance & Analytics   Client Reporting
Trading & Order Routing   Controlling & Reconciliation   Portfolio Management
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Asset Management

Asset managers take responsibility for investment decisions concerning portfolios held by pension funds, companies, foundations, trusts and private clients. Due to the fact that institutional investors have expert knowledge of their own, they expect a very high degree of professionalism from their asset manager.

We have practical knowledge of the following processes within an asset management company:

Performance & Analytics
Client Reporting
Portfolio Management
Performance & Analytics

In asset management, analyses are crucial because the performance and quality of a portfolio manager need to be determined impartially and accurately.

Therefore, key return and risk figures are calculated and compared to benchmarks as well as decomposed by means of performance attribution.

Furthermore, documentation in accordance with Global Investment Performance Standards (GIPS) has to be produced for marketing purposes such as presentations to potential customers.

Our CAIRE Business Logic masters a broad range of analysis methods and is easily extended by client-specific methods or key figures.

For further information please see:
CAIRE Business Logic
Client Reporting

The client reporting of an asset management firm is directed at highly qualified recipients. The client’s requirements regarding content often exceed the functionalities of the systems in use and special analyses therefore have to be produced manually.

However, only the automation of the whole client reporting process ensures the desired quality as well as reduced costs.

Our CAIRE™ product-suite fulfils these requirements by offering the necessary flexibility at a maximum level of automation.

After working for many years with leading asset managers, we have gathered in-depth understanding of the issues involved in client reporting and can offer you the following products and services:
CAIRE™ product-suite
Portfolio Management

The portfolio manager takes investment decisions on behalf of the client. The decision-making process has to be highly professional and explicable as well as transparent for the client.

The complex processes in portfolio management need to be automated. Typically, tools like a portfolio management system and software for real-time market data, compliance, order routing, performance attribution, as well as for client reporting have to be fully integrated.

From numerous projects, we are familiar with the data flows in portfolio management and are able to help you to increase efficiency. Our product range includes analysis tools to control the investment process as well as a client reporting component.

For further information please see:
Products









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