What is driving your clients' portfolio returns and risks? Find out with our
Integrated Return and Risk Attribution Portfolio Management System
What is driving your clients' portfolio returns and risks? Find out with our
About us
A relentless quest for informational efficiency
We are an independent fintech boutique that delivers sophisticated, integrated information processing systems and advanced metrics through a secure business intelligence platform. Our services cater to wealth management industry service providers, portfolio management firms, and asset owners.
with portfolio risk and return traceability
Our advanced information processing system expertly combines bottom-up fundamental equity market data with top-down macro market statistics, all framed within precise portfolio management calculations for return and risk attribution. Our objective is to provide decision-makers and asset owners with timely, daily traceability of return and risk factors across a high volume of portfolios.
for better firm-wide decision-making processes.
Understanding portfolio returns and risks from three perspectives—by assets, by bottom-up fundamentals, and by top-down market sensitivities—is crucial. Leveraging PowerBI for integrated portfolio management information firm-wide enhances decision-making by significantly reducing the costs and time associated with information gathering and communication. This efficiency allows for more resources to be allocated to reflection and action, enhancing the quality of decisions. Service providers and portfolio management firms gain from increased productivity and competitiveness, while asset owners enjoy real-time insights, ensuring greater value for each dollar spent on management.