IMPACT is a fund manager dashboard offering real-time drill-down access to current investment strategies, ex-ante what-if scenario analysis and user-specific reporting to match the workflow of the manager.
IMPACT utilises each client’s existing analysis and systems, to present the key relevant data to the investment manager in an informative manner. It helps each manager focus on key portfolio issues and helps address the issue of information overload.
IMPACT’s value is in combining and controlling the portfolio positioning, performance, analyst research, risk analysis and style characteristics in a dynamic manner so that they become more than the sum of their parts. The GUI is uniquely designed to highlight and alert the user to extreme and unintended risks.
Benefits
By delivering higher quality, timelier, more comprehensive portfolio information, IMPACT empowers better investment decisions, more informed sales people and more effective external communication. These in turn drive fund inflows and ultimately fund manager revenues and profitability.
Key features
- Consolidated real-time view of exposures, risk, performance, style and analyst research
- Ex-ante what-if portfolio construction analysis across all user-specified factors
- Reporting flexibility through an “analysis menu” of any screen in the system
- Long/short fund partitioning and detailed analysis
- Fund of funds look-through
- Derivative exposure analysis
- Stock screening and watch list workflow
- Embedding of websites, news feeds, internal apps for detailed user drill-down
Modern technology architecture
The technology behind IMPACT has been designed with one key requirement in mind – it must be simple to install and maintain. To this end, utilising Microsoft’s latest .Net platform, IMPACT is a genuine service orientated architecture supporting plug and play integration that is compatible with all the leading portfolio accounting and risk management systems available in the marketplace today.