Discretionary Portfolio Management

Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution


    Capabilities

    Capabilities
    Portfolio Management
    Real-time portfolio analysis (single and customer list), alerting, modelling, rebalancing (single and bulk) and monitoring

    Eximius Six

    Capabilities
    Performance Management
    Performance analysis contribution and attribution, performance measurement and benchmarking

    Eximius Six

    Capabilities
    What-if Simulations
    What-if analytics on expected return, absolute and relative risk, drawdown, back and forward testing on proposed rebalancing to support decision making

    Eximius Six

    Capabilities
    Investment Compliance
    Managing investment compliance pre and post trade to address transparency, risk tolerance and regulatory issues, with active alerts and dashboarding

    Eximius Six

    Capabilities
    Capabilities
    Capabilities
    Discretionary Portfolio Management Portfolio Management Portfolio Management Performance Management Performance Management
    What-if Simulations What-if Simulations Investment Compliance Investment Compliance
    Discretionary Portfolio Management none none none none
    Placeholder none none

    Discretionary Portfolio Management

    Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution


      Capabilities

      Portfolio Management

      Real-time portfolios analysis (single and customer list), alerting, modelling, rebalancing (single and bulk) and monitoring

      Performance Management

      Performance analysis contribution and attribution, performance measurement and benchmarking

      What-if Simulations

      What-if analytics on expected return, absolute and relative risk, drawdown, back and forward testing on proposed rebalancing to support decision making

      Investment Compliance

      Managing investment compliance pre and post trade to address transparency, risk tolerance and regulatory issues, with active alerts and dashboarding