Through SENSIS® the labor-intensive investment process becomes more precise and manageable with less effort
Investment process ongoing actions
- Compliance check of investment guidelines
- Assessment of the risk / return potential
- Optimisation of pre / post-tax returns
- Proposals for asset allocation structure
- Simulation of any time horizon
- Adapting asset allocation to research opinion
- Improvement of portfolio efficiency
- Monitoring the compliance with investment guidelines
- Best-in-class analysis
- Ongoing review of manager performance
- Risk / return expectation update
- Monitoring of attributions, selection, timing performance
Investment process with SENSIS®
Precise management in less time
Mandate restriction
- Mandate restriction in SENSIS®: e.g. dynamic allocation, 6% return before coast and tax
Asset Allocation
- SENSIS® calculates the asset allocation considering research preferences and individual performance scenarios to make the best results available for the customer.
Selection
- SENSIS® assigns appropriate securities in accordance with the managers preferences and the mandate requirement
Portfolio management and investment controlling
- With SENSIS® daily monitoring of the portfolio is automated: is the portfolio development still with the objective of the client agreement? SENSIS® acts as a controlling and early warning system