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Portfolio & Asset Management

Increasing pressure on margins and the changes in customer needs as well as design options resulting from digitization are forcing asset managers to continually rethink and modernize their products, value chain and systems. Starting points often arise in areas such as mass customization, straight through processing, digital provision of products and content, and outsourcing and cooperation for individual process stages. The needs of asset managers vary greatly depending on the type, number and size of products and mandates. Based on many years of experience in asset management projects of various types, our experts support you in the design and implementation of your individual target operating model.

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Evaluation of Portfolio Management solutions (PMS)

Even small and mid-sized asset managers are now replacing their proprietary Excel solutions with proven standard solutions. Our proven evaluation procedure ensures the selection of the most suitable solution.

Structured products

Structured products as combinations of conventional and derivative financial instruments exist in various forms. In order to be able to classify the different types, the Swiss Structured Products Association (SSPA) has introduced the Swiss Derivative Map.

Risk Management

Risk management at banks is one of the most important disciplines. Due to the extensive regulation, banks have been subject to many requirements.

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