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Investment Reporting
Automated and professional reporting to the customer.
Investment Reporting
What is Investment Reporting? An investment report lists the investments, shows the risks and the results achieved. With the investment report, the financial institution fulfills its accountability, but this report is much more than that. It is an important tool in client communication and with today’s possibilities (digitalization) there are enormous opportunities. We have the necessary products and experience to make your customer communication even better.
Investment Reporting Blueprint for Asset Managers & Global Custodians
System- and Serviceproviders
| Area | Provider | System / Service | Link |
|---|---|---|---|
| Data Vendor | Bloomberg | https://www.bloomberg.com/ | |
| Data Vendor | Thompson Reuters | https://www.thomsonreuters.com/ | |
| Data Vendor | Six Group | https://www.six-group.com/ | |
| Data Vendor | FTSE Russel | https://www.ftserussell.com/ | |
| Data Vendor | Moody’s | https://www.moodys.com/ | |
| Data Vendor | MSCI | https://www.msci.com/ | |
| Data Vendor | Morningstar | https://www.morningstar.ch/ | |
| Data Vendor (ESG) | Sustainalytics | https://www.sustainalytics.com/ | |
| Data Vendor (ESG) | Refinitiv | https://www.refinitiv.com/ | |
| Data Vendor (ESG) | RepRisk | https://www.reprisk.com/ | |
| Data Vendor (ESG) | GRESB | https://gresb.com/ | |
| Data Vendor (ESG) | MSCI | https://www.msci.com/our-solutions/esg-investing | |
| Data Vendor (ESG) | ISS | https://www.issgovernance.com/” | |
| Data Vendor (ESG) | inrate | https://www.inrate.com/ | |
| Data Adaptor | IHS Markit | IHS Markit EDM | https://ihsmarkit.com/ |
| Data Adaptor | NeoXam | NeoXam DataHub | https://www.neoxam.com/ |
| Investment Management System | avaloq | avaloq | https://www.avaloq.com/ |
| Investment Management System | Temenos | Temenos | https://www.temenos.com/ |
| Investment Management System | assetmax | Assetmax | https://www.assetmax.ch/ |
| Investment Management System | Expersoft | PM1 | https://www.expersoft.com/ |
| Investment Management System | Profidata | Xentis | https://www.profidatagroup.com/ |
| Investment Management System | SimCorp | SimCorp Dimension | https://www.simcorp.com/ |
| Data Warehouse | MarkLogic | MarkLogic Data Hub | https://de.marklogic.com/ |
| Data Warehouse | MongoDB | MongoDB | https://www.mongodb.com/ |
| CRM | actico | actico Rule Engine | https://www.actico.com/ |
| Work Flows | Appway | Appway Work Automation | https://www.appway.com/ |
| Work Flows | appian | Appian Low-Code Platform | https://appian.com/ |
| Work Flows | Camunda | Camunda | https://camunda.com/ |