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1. |
An overview of each portfolio's key analytics-covering risk, performance and compliance. |
2. |
Proactive alerts of issues on the portfolio: addresses issues before they become compliance issues and move to exception-based portfolio reviews. |
3. |
Quantifies the portfolio’s risk against mandate and benchmark(s). |
4. |
Lists the investment types, within the current portfolio; equities, fixed interest, funds etc. Fully customisable and interrogative portfolio asset allocation based on any criteria – i.e., holdings, region, asset allocation etc. |
5. 6. |
Full record of portfolio activity. Realised return against benchmark(s). |