Portfolio management
Increasing pressure on portfolio managers to deliver more yet control costs...
Fidessa provides a suite of decision support tools to help portfolio managers make effective investment decisions and manage exposures, risks and cash. Our tools cover all asset classes, including OTC derivatives, and support all common investment styles and order generation techniques. A key focus is on manager efficiency, by automating routine tasks and providing bulk capabilities across many portfolios at once.
Compliance testing is fully integrated into the portfolio management process, ensuring that all orders are compliant before being dealt.
Key features
- Asset allocation, portfolio modeling and decision support
- Comprehensive order generation and allocation methods
- Integrated best-of-breed pricing and analytics
- Slick, intuitive, spreadsheet-like environment
- Rigorous compliance controls and pre-trade cash flow checks
