Portfolio Management

Benefits to Portfolio Managers:
Capital Investment integrates sophisticated risk analytics with portfolio management and trading tools to help you make more informed investment decisions and operate more efficiently. And the transparency Capital Investment provides can save hours each day that you may otherwise devote to reconciling data between disconnected systems – freeing up more time to focus on the important strategic work that can have the biggest impact on your portfolios.

Capital Investment’s integration of risk analytics, portfolio modeling and trading helps you move seamlessly from analyzing securities to implementing trading decisions – across a full universe of fixed income, FX and derivative product types. Using Capital Investment means you can easily see your holdings, exposures and risks – sliced and diced the way you want to view them – while accessing valuable analysis and order modeling tools. Capital Investment makes managing the data easier and helps you focus on the important strategic work that can have the biggest impact on your portfolios.

Fundamental equity
Capital Investment combines sophisticated risk analytics and performance attribution with portfolio management, trading and compliance tools on a single integrated platform. Using Capital Investment means you can more easily see your holdings, exposures and risks – sliced and diced the way you want to view them – while accessing valuable analysis and order modeling tools.

Here are several other ways Capital Investment can help you:

Seamlessly model orders across one or many portfolios, including rebalancing to targets or representative accounts, so you can move quickly to keep up with markets.
View intraday P&L and daily performance attribution, to see the impact of your investment decisions and determine where you can continue to add value.
Access and overlay internal research onto your holdings and exposures so you can see how you are positioned against different recommendations and benchmarks.
Benefit from a single integrated system that supports a seamless process – from risk analysis to portfolio modeling to creating orders that are automatically routed to the appropriate trading desks and checked against necessary compliance guidelines.
Rapidly test thousands of potential scenarios every day – answering questions like, “How will inflation affect me?” “What impact will a change in oil or gas prices have?”, or “What happens if there’s a recession in Europe?” – that help you anticipate, interpret and respond as changes – big and small – happen across the world.
Index equity
Capital Investment combines sophisticated risk analytics and performance attribution with portfolio management, trading and compliance tools on a single integrated platform. Capital Investment provides a highly scalable platform that supports one-click rebalancing against market or custom benchmarks across thousands of names, quickly and seamlessly.

Access comprehensive index modeling services, including coverage of a broad universe of index families and support for custom client benchmarks.
Utilize Capital Investment’s integrated optimizer to rebalance portfolios, including to projected benchmarks before month-end, while minimizing tracking error.
Full support for a variety of account types including separate accounts, commingled vehicles and ETFs.
Benefit from a single integrated system that supports a seamless process – from risk analysis to portfolio modeling to creating orders that are automatically routed to the appropriate trading desks and checked against necessary compliance guidelines throughout the order modeling and trading process.
Fixed income