Portfolio Research and Operations
Our ‘Portfolio Research and Operations practice provides support to a number of asset managers on activities across the portfolio management value chain, including the following:
Performance and risk analytics dashboards
Performance measurement and attribution
Risk metrics and analytics – beta, VaR, tracking error, correlation, risk attribution
Analytics using third-party platforms
Middle Office support
Portfolio Operations
Investment reporting
Portfolio analytics maintenance work on platforms such as FactSet, Barra Aegis, Axioma, Wilshire Axiom, Bloomberg and POINT
Portfolio Analytics and Reporting
We have distinguished ourselves from peers through our innovative products and client-centric and thought leadership approach in portfolio analytics and reporting and management. We enable clients to work on a "lean" model by offshoring analytical and technology requirements, increasing their bandwidth to focus on value-added strategies. We also help clients leverage our industry experience for superior portfolio risk analytics, efficient investment operations, enhanced reporting solutions, robust data integration and management, and bespoke applications, tools and dashboards. Our customers have experienced significant value from our strong capital markets knowledge coupled with data and technology capabilities to build innovative and tailored managed service solutions.
Who we serve
Support We Offer in Portfolio Research and Operations
Support We Offer in Portfolio Research and Operations
How we are different
Globalisation of best practices for portfolio analytics and reporting functions
Efficiencies from centralised processes
Automation-enhanced productivity
Greater operational flexibility
Cross-functional talent pool
In the News

“Business alpha – The confidence trick to liquidity”
Business alpha refers to the way a business model can create value for an investment firm. On the other hand, investment alpha relates to portfolio management decisions, and operational alpha is all about utilising better data and technology in investment strategy.
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