Investment Management

Intense competition, demanding government regulations, merger and acquisition activities are the major challenges that financial services industry face today. Financial sector companies utilize Business intelligence to improve profitability by identifying the right customers, developing new products and streamlining channels, whilst curtailing risks

Inteliment understands the complexities and issues related to the types of reporting fund managers require along with the common types of systems. We work as BI/Client Reporting partners with firms as well as consultants offering —Private Wealth Management, Mutual Funds, Institutional Asset Management, Hedge Funds, Investment Advisors, Third-party Service Providers

Funds Analytics

• Performance—Sector Level, Stock Level, Multi Fund, Performance Summary Attribution—Stock Level, Class level, Top/Bottom Contributors
• Exposure—Summary and Detailed exposure, GICS, Stock Holdings, Top/Bottom active, Top/Bottom by size, Portfolio Sizes and IMD reports, Client Reporting—Monthly, Quarterly, Fund Fact Sheets

Client Reporting

• Improve customer satisfaction by evaluating the efficiency of the sales channel and improving those that are preferred and divesting with those that are under-used
• The most common reports are: Consolidated Client, Performance, Tax, Compliance, Risk, and Staff Incentive Reporting

Some Key Analytics for Investment Management:

Performance analytics, Cashflow analysis, Product profitability, Risk analytics, Exposure analysis.