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Portfolio Management System
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View and manage your entire portfolio in a single solution.
Built on our core platforms LUSID and Horizon, FINBOURNE’s Portfolio Management System lets you view and manage your entire investment portfolio across public and private markets in a single solution.
We provide the tools, configurable workflows and fully integrated environments that let your teams unlock value and manage risk across portfolios, no matter how diverse.
Built on our core platforms LUSID and Horizon, FINBOURNE’s Portfolio Management System lets you view and manage your entire investment portfolio across public and private markets in a single solution.
We provide the tools, configurable workflows and fully integrated environments that let your teams unlock value and manage risk across portfolios, no matter how diverse.
Benefits
Full portfolio view
Manage your entire portfolio in a single, unified platform with an enterprise to single asset view.
Increase efficiency and reduce risk
Maximise end-to-end automation to drive efficiencies across investment teams. Impose pre and post trade controls to alert teams when a risk arises over time and better understand risk profile.
Adapt to market changes
Access real time market information and portfolio data to develop investment analysis and portfolio rebalancing capabilities which maximise client upside and minimise risk exposure.
Enhance performance management
Calculate portfolio performance and share data through fully customised and easily accessed user dashboards.
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Features
Speak to an expertSingle unified portfolio view
Enhanced investment decision-making, and risk management based on consistent and accurate information, near real-time lookthrough reporting and comprehensive compliance analysis within a single, integrated platform.
Dynamic portfolio construction tools
Define and modify your investment model with highly customisable tools for rebalancing; workflow-based controls; valuation and risk management analytics; stress testing and scenario analysis; cash flow management; and liquidity valuation analytics.
Composition and performance evaluation
Monitor investments, understand performance drivers and demonstrate portfolio performance in near real-time dashboards supported by flexible valuation models; live granular P&L and returns; and aggregation and drill-through capabilities.
Reporting and compliance monitoring
Create and distribute detailed, customised, on-demand reports across all assets. Manage pre and post trade compliance by creating custom rules that trigger notifications so that users can act based on accurate, up-to-date information and prevent actions that compromise governance rules, or the portfolio’s make up.
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