Sophis, a provider of cross-asset, front-to-back portfolio and risk management solutions, launch es Sophis VALUE 4.1, its investment management solution. The culmination of more than 10 years development, VALUE 4.1 provides a single integrated investment platform for asset managers with complete cross-asset coverage ranging from equities, fixed income, forex, commodities and energy to all types of derivatives, OTC contracts and structured products.
Designed to make navigating the challenges posed by cross-asset portfolio management significantly easier, this latest release incorporates key developments in investment decision support, order origination and compliance management as well as powerful new reporting capabilities.
Denise Valentine, Senior Analyst, Aite Group said, Spending priorities remain at a conservative level for asset managers and hedge fund firms. However, they are keen to gain momentum in time for the recovery, and so investment management systems that improve people and internal processes will remain central to budget decisions.
Decision support and order originationVALUE 4.1 enables portfolio managers to build, analyse and rebalance investment strategies easily in a powerful and flexible user interface:
o Investment ideas are a keystroke away with fast order builder;
o Buy intention order management;o Customisable order workflow;
o Ex-ante tracking error management;
o Slice / dice data to create custom views of portfolios;o Drill down into performance and risk indicators;o Enhanced look-through capabilities for funds of funds.
The new Compliance module in VALUE 4.1 provides a single framework for regulatory compliance incorporating internal, risk management and client specific rules. It provides the ability to perform pre-trade compliance checks at any step of the investment process and to schedule post trade compliance sessions. Its flexible administration system has an intuitive rules builder, enabling users to implement a compliance programme quickly and easily. Alert workflows are matched to the compliance programme to warn about breaches and enable efficient exception handling.
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