Portfolio managers
Pursue alpha with unmatched precision.
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Landscape
See it through.
The path from idea generation to order execution is rarely a short journey. It starts with analysts searching for the best candidates. Risk-adjusted returns must be calculated. “What-if” analyses must be run. Exposures must be uncovered. And, to ensure that analysts can evaluate as many securities or instruments as possible, they need vast computational resources.
Once the right idea is found, the investment process enters its most delicate stage: entering a position at the right price. For large orders, a portfolio manager needs both real-time visibility of order status as well as a rules-based market access—which can prevent alpha-eroding errors during execution.
With seam-free integration between its PMS, OEMS, compliance and analytics modules, Enfusion frees analysts to do their best work while giving portfolio managers total oversight of critical orders.
From portfolio construction to monitoring and beyond.
Challenge
How Enfusion Can Help
Challenge
Manual processes are slow and offer limited oversight.
How Enfusion Can Help
Fully integrated compliance rules and risk analysis.
Challenge
Business travel can keep PMs away from their desk at critical times.
How Enfusion Can Help
Secure mobile and web access.
Challenge
Security master data is difficult to reconcile across stitched-together application stacks.
How Enfusion Can Help
Pre-populated security master.
Challenge
Portfolio managers need to integrate a wide range of third-parties into their system.
How Enfusion Can Help
Open APIs.
Challenge
A lack of transparency with the trading desk has led to poor execution.
How Enfusion Can Help
Open communication with OEMS.
Challenge
New features are only available through time-consuming upgrades.
How Enfusion Can Help
Continuous behind-the-scenes updates.
Statistics
Strength in numbers.
9
OFFICES ACROSS FIVE CONTINENTS
18
YEARS OF CLOUD-NATIVE SAAS
775+
Implementations
Insights
All things in perspective.
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Mar.16.2021