PM1 delivers high-performance portfolio management across complex, multi-asset and multi-currency environments, combining deep consolidation, fast query-driven computation, real-time risk analytics, and full performance and attribution analysis across all portfolio levels, supported by rich, interactive visualisation.
Portfolio Management
We provide the capability to build and maintain models, including tree structures, to easily change their weighting, and to hold assets in both strategy and portfolio based models.
Our Portfolio Simulator gives users the ability to rebalance single sections/chosen assts/entire portfolios/households, and one can adjust the type of rebalance activity on the fly.
You can easily manage/set up a multi-tiered hierarchical structure to represent multiple layers - Clients, Mandates - Portfolios (including sub portfolios and consolidated portfolios) and to then valuate and report on all levels.
You are able to carry out performance attribution and contribution across consolidated portfolios grouped by strategy, for example. Attribution is calculated using the Brinson Fachler Model.