Wealth Management

Investment Strategy & PMS

Investment Strategy & PMS

Optimize returns in a mature market
Our Investment Strategy and Optimization module allows you to analyze all your investments options. It guides you through an informed process in selecting the best asset allocation for your portfolio’s risk profile taking into account extreme events. Our financial models have been built on over 20 years of combined academic research aimed at finding an improvement of the risk metrics commonly used.

Identify the risk profile of your portfolio and propose the optimal asset allocation based on your risk preferences. The portfolio optimization tool seeks to minimize risk metrics such as volatility, tracking error, parametrical and historical expected shortfall, Monte Carlo expected shortfall and maximum drawdown. Visualize graphically a portfolio’s components, benchmarks and credit risks and how the credit risks are being reduced. This efficient system has also been designed to minimize brokerage fees so that the customer achieves a higher Alpha.

 

360° overview of models, funds & portfolios
Enjoy direct access to a 360° overview of any specific portfolio or portfolio consolidation (such as portfolios related to a model). Our powerful Model, Fund and Portfolio Overview empowers you to fine-tune your investment strategy to make value-creating investments. It enables you to compute and analyze performance using a variety of methods: now you can slice and dice P&L into several dimensions, compare your portfolios against individual or blended benchmarks, access all of your analytics libraries and take advantage of several other features, including suggestions for calls to action : ‘rebalance’, ‘liquidate’ ‘specify’ or ‘currency hedging’.

 

Model management
Prospero allows you to manage your portfolio models in accordance with your investment strategies. Prospero keeps it simple: now you can tailor your portfolio weights to match their tactical and strategic objectives in a single click. You have also the capability to automatically track market fluctuations using drifting models to ensure that each portfolio is weighted correctly. Our multi-level model overview leaves you in control of every specific need you have in terms of analytics. Prospero then outlines the trade orders required to automatically or semi-automatically rebalance the portfolios in the context of its individual investment constraints and compliance rules.

 

Your personal dashboard
The investment strategy and portfolio management dashboard is a customizable dashboard, providing a 360° overview of daily tasks, notifications and recent activities. Prospero offers the ability to design and configure dashboards the way you need them, from configurable task generation to widgets and notifications you need to access. In this way, it becomes easy to know when you have to rebalance portfolios relative to a specific model or price change.


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