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To make decisions about the portfolios they manage, advisers need information: irrefutable and up to date facts. Not in a couple of weeks, days or hours, but the very moment the facts are required. Having every piece of information to hand, rather than just some of it, enables managers and advisers to make timely and confident decisions. But portfolio management data, assuming it exists, can take time to unearth. Even when found, it may have to be interpreted, pieced together and ‘tidied up’ to be of any real use.
On-demand portfolio analytics, oversights and insights with no stone left unturned
JHC’s tools can scrutinise every holding, on and off book, in every asset class, alternatives included, in every portfolio across the firm, taking full account of mandates, weightings, benchmarks and idiosyncrasies. The scanning process—which is entirely automatic—is performed every day (ex ante) across the firm’s entire book. Findings are summarised and displayed in one, all-encompassing view so managers can see, at a glance:
Enhancing service, adding value
Knowing exactly where each portfolio stands at any point in time, managers are always fully informed, demonstrating that their firm is committed to looking after their clients’ best interests. Being able to provide a consistently proactive and valued service over the long term, secures client commitment and provides opportunities to increase assets under management.
JHC’s technologies transform opaque data into charts, diagrams and graphics which advisors and clients can more readily relate to and digest than any spreadsheet format. Rich and engaging visuals are created on the fly for screening on any device.