Asset management

Cross Asset Portfolio Management for Asset Managers

Following a period of intense financial turmoil, asset managers now need to balance innovative strategies with cost cutting measures. They also need to adapt to more stringent risk requirements not just from regulation such as MiFID, but also investors, who are understandably much more cautious and selective about how they invest their money.

And despite needing to demonstrate safe and secure investments, asset managers still need to be at the forefront of innovation. They need to react quickly to market demands and develop new cross-asset products rapidly to meet the needs of clients.

Asset managers therefore need an affordable IT system that can be implemented fast and that ensures all IT projects are delivered on time. The system needs to be capable of managing all types of asset classes including derivatives and OTC instruments, ideally along a full STP front-to-back functional chain. It must also be open, scalable and secure, and provide integrated, flexible and user-friendly tools to portfolio and fund managers, risk controllers, operation managers, middle and back office teams and IT.

One of the main challenges in the asset management industry today is to find excellent risk management tools, which are integrated with order management and portfolio management functions.

Our expertise

Sophis VALUE meets all these needs and more in a full front to back asset management system including enterprise wide risk management in a highly secure environment.

Sophis has more than 10 years' experience working with global leading asset managers. We know our clients' business problems and understand their current challenges. Since the very beginning, Sophis has listened to the needs of its clients and invested in R&D so its system meets their evolving requirements. It provides high quality people who can work alongside with you on implementations, problem solving and software upgrades.

VALUE has an average implementation time of three months – a record in the asset management sector. It is user friendly and provides off the shelf functionality, out-of- the-box user screens and easy navigation for all users in one single application.

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