Portfolio Research and Operations (PRO) support

Portfolio Research and Operations

Overview

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

We have distinguished ourselves from peers through our innovative products and client-centric and thought leadership approach in portfolio analytics 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 and 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.

How we are different

Globalization of best practices

Efficiencies from centralized processes

Automation-enhanced productivity

Greater operational flexibility

Cross-functional talent pool

What we have done

Portfolio Research and Operations for an Institutional Asset Manager
What we are proud of

$1.4M

in annualized savings

80%

faster turnaround time

Our perspective on Portfolio Research and Operations
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Our Expert's View

Ankita Jhawar on empowering investment managers with high-end portfolio research and operations solutions

Meet our experts

Stevi Joseph

Associate Director, Portfolio Analytics

Stevi heads the Portfolio Research and Operations (PRO) practice, and manages teams working with investment. He has over 12 years of experience in the investment management industry across portfolio analytics, manager research, investment reporting and data management. He holds an MSc in Physics.

Stevi Joseph
Stevi Joseph

Associate Director, Portfolio Analytics

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