Portfolio Management
Make better investment decisions, faster and more efficiently
Our cloud-native, API-first Portfolio Management capabilities allow you to make better, faster and more efficient investment decisions.
LUSID, our market leading investment and data management platform provides your team with the tools they need to take positions, conduct operations, and generate detailed accounts.
Learn more about Portfolio Management
Grow the value of your investments
Create innovative strategies by leveraging data that was previously out of reach.
Improve efficiency
Reduce manual intervention, overcome your dependence on legacy systems, and consolidate your capabilities with a single vendor.
Impose controls and manage risk
Impose pre and post trade controls easily and alert teams and users when a risk arises.
1. Monitor investments in near real-time
Investment book of record (IBOR)
Use dashboards to monitor your securities, positions, P&L, exposure, valuations, and cashflow
Scenario planning and stress testing
Model market events and stress test your positions using highly customisable pre-configured calculations called 'recipes'
Portfolio Contruction
Define, and quicky modify your investment model by allocating weights to your portfolio to achieve your desired exposures
2. Book trades and manage them through the entire trade lifecycle
Bottom up or top-down allocation
Book trades by altering your investment models weights, or by selecting specific securities
Customize rules
Define preferred brokers and set highly customisable rules for each order
Monitoring and data capture
Monitor trades as they progress through the trade life cycle and set automatic alerts prompting teams to act
3. Define rules, controls and processes to ensure compliance with regulations
Pre and post-trade compliance
Create rules that prevent orders being placed for securities that would compromise governance rules, or the portfolio's make up
Smart alerts and notifications
Create custom rules that trigger notifications to users which prompt them to initiate decisions
Only FINBOURNE...
Enables robust investment decision making
End users can get instantaneous access to every piece of information, financial or non-financial, that their organisaiton has sourced internally or externally.
Provides a wide suite of advanced solutions
Our investment management solutions enable seamless cooperation across the front, middle and back office and deliver everything from accounting, operations, and data management solutions.
Deals with every asset class
Able to deal with both public and private market assets, we eliminate the need for organisations to use separate systems for each asset class.
Is easy to deploy
We can interact with clients’ existing technology, algorithms, and processes via APIs OR replicate them in FINBOURNE’s systems with highly configurable workflows.
Who we serve
Front Office
Generate alpha and make better investment decisions by giving your team access to clean, mastered, and timely data.
Middle Office
Drive operational efficiency by managing every asset class in a single, front-to-back system, with automated pre and post-trade processes.
Back Office
Guarantee compliance and mitigate risks by establishing clear rules and processes that ensure that your investments align with your fund's rules.
Technology
Minimise cost and future-proof your technology by investing in an open, scalable, SaaS based, data management solution.
Want to learn more?
Download our LUSID Investment Management System (IMS) brochure today to find out how we can help you gain clarity, improve efficiency and reduce costs.
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