Tradar InvestmentManager™
Comprehensive support for your investment decisions
Tradar InvestmentManager™ is the leading front office solution for enhanced portfolio managementand offers unrivalled decision support.
Designed to give portfolio managers greater control and enables easier, more efficient tracking of the investment process. Tradar InvestmentManager™ provides sophisticated portfolio modelling, performance and attribution, risk, exposure reporting and scenario analysis.
The benefits include:
- A proven robust, high-performance and scalable solution used by blue chip clients
- Comprehensive functionality and asset class coverage for all fund types including fixed income, equity, currency overlay, asset allocation, liquidity, derivative and liability driven investment
- A single platform across a number of functional areas to increase operating efficiency and decrease the risk associated with multiple systems
Overview:
Deliver Superior Returns
- Execute and track investment strategies from inception and understand subsequent performance impact
- Use daily performance attribution and exposure tools to make informed decisions
- Use scenario analysis to maximize future return by understanding the potential impact of decisions
Control Investment Risk
- Understand exposure in complex funds with full transparency into underlying investments
- Use derivatives effectively for hedging
- Systemised risk control through interest rate, currency and other risk measures along with stress testing
Control Operational Risk and Reduce Cost
- Remove points of failure and reduce costs associated with multiple systems
- Provide audit and control while removing ad-hoc processes such as spreadsheets, allowing you to scale
Gain and Retain Clients
- Demonstrate the strength of your investment process solution to existing and potential clients
- Respond quickly to investor concerns such as exposure to recent news events
Key features include:
- Modelling, hedging & overlay
- Performance & attribution
- Scenario analysis
- Compliance & workflow
- Risk Analysis & exposure
Tradar InvestmentManager™ is implemented as a complete, comprehensive solution enabling extensive flexibility in a complex market. It integrates seamlessly with other front, middle and back office systems.
Portfolio Modelling and Analysis
Market-leading portfolio investment management and modelling functionality, designed for all types of fund managers. It delivers comprehensive support for managing diverse portfolio types including fund of funds and currency or derivatives overlay. The extensive facilities include asset allocation, portfolio modelling, curve risk, what-if analysis, compliance, trade generation, cashflow forecasts, flexible reporting, currency management, P&L, look-through and trading history.
Performance and Attribution
Leading edge price-based performance and attribution that uses transactions and market observable data to provide an intuitive breakdown of absolute and relative returns. It provides comprehensive breakdown of fixed income factors, currency, security selection and asset allocation with drill down to daily and stock level.
Scenario, Risk and Stress Testing
Full ex-ante scenario analysis and stress testing along with FX VaR. It provides the fund manager with all the tools needed to model portfolios and benchmarks under a number of different scenarios. Each scenario can be
expressed in terms of curves, currency, sectors and inflation expectations. Potential trades can also be stress tested to see their potential effect on the portfolio prior to execution in the market.