Products / PORTFOLIOAI
A next generation investment management solution
PortfolioAi
Designed For
- Pension Funds
- Sovereign Wealth Funds
- Endowments
- Foundations
- Hedge Funds
ElectrifAi's PortfolioAi enhances an investor's ability to make informed portfolio and allocation decisions and allows investment teams to focus on alpha-generating activities.
Everyday, portfolio managers use dozens of internal and external data sources, making it near impossible to make well informed real-time decisions about positions, risk, exposure and returns across asset classes. ElectrifAi’s PortfolioAi provides institutional asset managers a holistic, systematic way to evaluate a manager or a portfolio of managers.
BENEFITS
What’s in it for you?
01
Portfolio Intelligence
- Performance analytics and attribution including insights to understand drivers of performance
- Trade timing effectiveness
- Risk, scenario, headline event and exposure analysis
- Offset/overlap positions across managers for a holistic view of exposures
- Rules and alerts engine to eliminate manual oversights
02
Custom Portfolio Analysis
- Sensitivity of custom portfolios to factors and risks
- Portfolio diversification analysis
- Ability to include prospective managers
03
Compliance and Research
- Transparency provided at desired level to meet increasingly required compliance mandates
- Access to market research and trends including benchmarks returns, factor performance, average correlation, dispersion
- Track, document, and share notes on managers with colleagues
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Case Studies
