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Analytics
& Monitoring
portfolio visibility, timely access, and review of
investment holdings are key to sustainable growth
It is common to see the development/ performance of a particular instrument, manager, or portfolio steer away from the initial investment thesis or objective. Investors and companies tend to be sticky with their initial investment decisions, but should some market factors change, failing to act swiftly will probably lead to underperformance or undesired results.
It is common to see the development/performance of a particular instrument, manager, or portfolio steer away from the initial investment thesis or objective. Investors and companies tend to be sticky with their initial investment decisions, but should some market factors change, failing to act swiftly will probably lead to underperformance or undesired results.
How it works
Constant and ongoing portfolio and investments monitoring is equally important to initial deployment.
We assess your portfolio to identify the required key metrics and holdings information to review
Design your reporting templates and streamline the update process in line with a suitable internal framework
Provide the needed KPIs and analytics enabling a proper review and keeping you informed and ahead
A snapshot of what we offer
Design & Ongoing Reporting
Create the desired format, identify your KPIs,
and automate the process for your various
reporting needs
Portfolio Performance
& Analytics
Instill needed computations and derive absolute
and relative portfolio drivers
Risk & Sensitivities
Stress test your portfolio against market shocks
& other factors
Holdings Monitoring
Keep a constant tab on your investments and
portfolio managers
How it helps
Correctly capture portfolio performance drivers and
compare and validate against
your intended goals
Spot early warning signs or troubled investments against
initial thesis
Preempt deterioration, limit your downside, and enhance overall returns
Timely and informative
updates for agile decision-making
Interested and
want to discuss more?
Tell us about yourself, what you are looking for, and we will reach out for next steps.
