Showing blog posts tagged with: portfolio-management (2)

Portfolio Compliance Reporting and Optimization

A buy-side client required a solution to apply complex ‘what-if’ portfolio mix compliance rules to both pipeline and held positions, as well as produce branded internal and external reporting.

Asset Modeling and Portfolio Management

In order to manage active asset portfolios, as well as perform cross-asset modeling to better understand broader risk exposures, a sophisticated solution framed within a known asset management platform environment was needed.