Features
Chief Investment Officer
- View Team Members Productivity by activities, strategies and themes
- Schedule notifications for new activity based on performance, key dates, or news
- Oversee entire portfolio dynamics
Risk Manager
- Run multi-factor correlations with over 170 market factors at your fingertips
- Design Stress Test Analysis on individual investments or the portfolio as a whole
- Review analytics whether fund NAV or position level transparency
Operations Teams
- Manage trade execution, confirmation and reconciliation
- Procedure implementation and transparency for operational due diligence
- Integrate Portfolio Accounting , trade management, risk mapping, and reporting within a single system
Investment Analyst
- Monitor Manager documents, meeting notes and presentations from multiple internal and/or external sources
- Track investment style drift by viewing all reported exposure
- Detail portfolio performance attribution by style, investment manager, and positions
Investment Committee Member
- Track target allocations and breaches of investment guidelines
- Run real-time Investment Committee Books at any time of the year
- Ensure that the Investment Team is following fiduciary due diligence with best practices
Technology Associate
- Develop Open Source functionality with ASPN API capabilities
- Coordinate your technology with ASPN integrations with Microsoft Office Suite tools
- Secure all data within Microsoft Azure Cloud Storage