We help our clients to comply with new regulations like MiFID, the upcoming European Commission initiatives on Packaged Retail Investment Products and on UCITS IV 
To deliver first-class value to our clients, we rely on advanced scientific research and development orchestrated around our partnership with leading academics in Finance 
FolioMaster
The Portfolio Optimisation & Management Solution
A Modular Approach
Profile
FolioMasterTM enables Asset Managers to parametrize the risk preferences and strategic allocation for their investment portfolios. It allows a comprehensive configuration of the portfolio constraints whether mandated within the firm or by regulators.
Optimise
FolioMasterTM uses a sophisticated but proven optimisation method that focuses on objective and rational use of diversification to optimise investment portfolios, on measuring accurately the risky assets and on the best trade-offs between risk and return. The tool is widely used by asset managers to complement their investment expertise.
The tool works with an investment universe selected by the firm and performs optimisations that match a configured risk profile with the return distributions of the assets available for investment. The optimisation methods have been rigorously tested and are proven to be reliable, even in the most challenging and extreme financial market conditions.
Comply
FolioMasterTM includes the latest development in analytics for risk measurement, comprehensive stress testing and scenario analysis. They have been designed for the Risk Managers and Compliance Officers, who wish to measure, monitor and report on financial performance and risks. The tool can produce at various frequencies a number of reports, either off-the-shelf and/or tailored in various ways.
"FolioMasterTM : A flexible, responsive and robust portfolio optimisation tool that combines powerful asset allocation with effective monitoring and reporting of risks in an investment portfolio in all market conditions"
Why you should use FolioMasterTM
FolioMasterTM is used by Asset Managers Hedge Funds, Banks, Insurance Companies Pension Funds, Wealth Managers and more. It provides an opportunity to leverage your investment expertise, deliver and demonstrate to your client base optimal portfolio allocations in all market conditions.
FolioMasterTM also provides your Risk Managers with better tools to monitor compliance of portfolios behaviour with risk strategy and regulations. The tool can be rapidly implemented and offers a low total cost of ownership (TCO) and an accelerated return on investment.
Unlocking powerful optimisation functionality
Its simplicity of use, as well as ease of customisation, makes FolioMasterTM one of the simplest, yet most powerful portfolio optimisation and management tool ever created. The software is very flexible having been developed and continually enhanced in line with client requests and working with leading academics.
The tool has been developed to integrate easily and rapidly with your existing systems and other sources such as market data providers or custodian feeds.
FolioMasterTM adapts to your corporate culture and investment expertise. Asset managers will be, without a doubt, enthusiastic, reassured and motivated by this tool that assists them in their investment decisions with objective portfolio analyses and re-balancing recommendations.
The tool provides endless options for monitoring the portfolios. Using easily configured option panel, Risk Managers can take control over the extent of information and measures to be reported and the scheduling and distribution of the alerts and reports.
For more details on the various modules included in FolioMasterTM,
download our brochure or contact us...