Technical View

Business Intelligence tools & technologies, to extract & present data along industry standard models;

• Developing a strategy framework to effectively translates initiatives into outcomes
• Performance Snapshots: Sector / Stock / Class level, Top/Bottom Contributors, Multi Fund, Payment Behavior Index, Exchange Rate Volatility, Credit Rating index
• Ratio Analysis, Asset Scorecard, Exposure Scorecard, GICS, Stock Holdings, Portfolio Sizes and IMD reports,Consolidated Client, Tax, Compliance, Risk
• Analyze these goals and metrics by a number of dimensions to find the trends and opportunities by-Fiscal month / year, Division / department, Plan / actual, Brand and Product line.
• Financial Metrics by a number of dimensions to find the hidden revenue potential in the data in each fiscal month/year, balance sheet lines/class, division/department.

Some Key Analytics for Investment Management
Performance Analytics | Cashflow Analysis | Product Profitability | Risk Matrix | Exposure Analysis | Spread Analysis | Funds Analytics | Funds Factsheets | Exposure Scorecard | Operating Margins and Asset Efficiency | Investment Portfolio | Net Present Value (NPV) | Rate of Return (IRR)