Portfolio Managers - Enfusion

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Portfolio managers

Pursue alpha with unmatched precision.

Featuring a powerful analytics engine, Enfusion’s portfolio management system allows analysts, risk managers, and traders to collaborate seamlessly in real-time—removing the barriers that stand between investment talent and investment performance.

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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.

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From portfolio construction 
to monitoring and beyond.

Challenge

Manual processes are slow and offer limited oversight.

How Enfusion Can Help

Challenge

Business travel can keep PMs away from their desk at critical times.

How Enfusion Can Help

Challenge

Security master data is difficult to reconcile across stitched-together application stacks.

How Enfusion Can Help

Challenge

Portfolio managers need to integrate a wide range of third-parties into their system.

How Enfusion Can Help

Challenge

A lack of transparency with the trading desk has led to poor execution.

How Enfusion Can Help

Challenge

New features are only available through time-consuming upgrades.

How Enfusion Can Help

Statistics

Strength in numbers.

9

OFFICES ACROSS FOUR CONTINENTS

Our global footprint allows for 24/6, follow-the-sun support.

15

YEARS OF CLOUD-NATIVE SAAS

The architecture of our platform predates the rise of SaaS for the industry.

600+

Implementations

Hundreds of funds trust Enfusion technology for their operations.

Insights

All things in perspective.

Awards
Mar.16.2021

Enfusion Wins Best Institutional Investment Solution at the 2021 FinTech Breakthrough Awards
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Events
Jun.3.2021

Japanese Hedge Funds – a Hidden Gem in a Turbulent World
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Events
Jan.20.2021

Webinar Replay: Catalyst for change – how the current crisis is accelerating tech trends
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White Papers
Mar.15.2021

FUTUREPROOF: Building Systems For Speed And Scale
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Blogs
Jun.10.2021

A Golden Rule for Outsourcing
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Gain a clear advantage.

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