Facilitate investment decisions for Asset Managers



Which solution allows us to make effective investment recommendations by analyzing huge volume of data?

 

Requirements

  • Be able to analyze large volume of data​

Huge amounts of data available not accounted for analysis

  • Real time investment recommendations 

Investment recommendation implementation lack of efficiency

Recommendation not always in the best timing hence limited outperformance

  • Customizable investment recommendations

Investment recommendations tools are not always personalized

 


Solutions

Active Asset Allocation

“Europe’s leading FinTech in terms of recommended AUM”

  • Design customized asset allocation models in real time  and stress-test them on a large number of simulated market scenarios
  • Able to maximize performance while considering investment guidelines
  • Provide complex algorithm based on client requirements (type of assets, constraints…)

Find more about Active Asset Allocation here.

 

Alpima

“New-generation front-office platform”

  • Implement customized investment strategies
  • Provide smart allocation, automatic re-balancing, systematic risk control
  • Simulate complex portfolios in real time based on millions of structured financial data
  • Can be integrated into existing system 

Find more about Alpima here.

 


How Aurexia can help?

 

PRE-PROJECT: préparation of innovative project

  • Conduct RFP process on business topics

  • Validate data to be proceed by the solution (data preparation)

  • Formalize digital ambitions & business needs

  • Detect relevant business use-cases for specific technology (RPA..)

  • Lead ideation workshops to define pain points and needs

 

DURING PROJECT: End-to-end project delivery

  • Ensure global project management with key stakeholders

  • Design business requirements and adaptive services

  • Review operating model with new solution and business

  • Define IT governance with key stakeholders on new solution deployed

  • Promote solution with an awareness plan and change management strategy

 

AFTER PROJECT: Monitoring project success

  • Ensure change management plan roll-out with users and management

  • Conduct data visualization project to add reporting capabilities

  • Promote the project through a dedicated communication plan

  • Formalize KPI and build project business case

  • Identify new project opportunities (same client with other departments

 

Want to know more? Contact us: finlab@aurexia.com