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  • Automated portfolio monitoring

    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:

    • An instant, complete and transparent picture of the client’s relationship with the firm
    • Where any and every portfolio stands in relation to its risk and suitability mandates
    • How the component parts of the portfolio and the elements within each component, relate to each other
    • The real-time information they need to inform, substantiate and justify decisions
    • Patterns, trends and correlations that would otherwise be missed

    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.

    A graphic-rich and illuminating interface

    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.

    • For compliance: the firm can prove that it takes a proactive, consistent and fully documented approach to the management of clients’ investments.
    • For risk: firm-wide risks posed by managers’ investment strategies on both a collective and individual basis can be monitored. Identifies key themes, trends and trouble spots including recurring compliance issues and how quickly and fully (or not) those issues were addressed.
    • For investment manager: highlights areas of risk across the book and the client base; provides a 360-degree on demand view of a client’s portfolio and the client. When changes need making, managers can choose which clients to contact and when.
    • For senior management: Analyse expected returns of investment managers individually and in relation to others and assess enterprise-wide risks.
    • For clients: rather than trying to grasp theoretical definitions and quantifying the potential consequences of risk, as determined an initial risk profiling exercise for example, investment risk is simplified and conveyed in a form that clients can understand and relate to.

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