Build a Better Portfolio

As manufacturers and distributors of funds, asset managers can better distinguish their products and services and move up the advisory chain by evolving beyond high-powered sales and marketing campaigns to provide high touch consultative services that include bespoke model portfolios and investment-grade portfolio analytics and reporting.

Watch the video to visualize the portfolio construction reports analyzing and comparing in details the actual portfolio with the recommended portfolio.

 

BISAM Cognity offers the high-end analytics innovation required to enhance advisory relationships and assist in winning new business.

  • User-defined views of aggregated portfolio risk 
  • Rollup and look-through reporting from a single enterprise view 
  • Most extensive reporting framework available with over 80 statistical measures for comparison across historical, normal and multiple fat-tailed models


Download the brochure

 

Cognity Awarded Best Risk Initiative at the BST Awards 2016 with Natixis for Portfolio Construction - read more

 

 

Fill in the form below to download the Cognity Portfolio Construction Report Book described in the video.