With their thorough knowledge of instruments' pricing and valuation models, Finalyse consultants can help you design new investment products such as complex structured products, review and validate your pricing and valuation models, and identify the associated risks.

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During the research step of the investment process investment and trading themes and ideas are generated by identifying, analysing and scoring relevant factors. The aim is to generate ideas that will eventually translate into alpha. Finalyse consultants have the quantitative skills required to help you in the design and validation of such models.

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During this second step of the investment process, capital market expectations are formed, based on quantitative and qualitative assessments, strategic asset allocation is created, and core model portfolios are constructed, assets being allocated across asset classes, industries and countries. Global asset allocation is concerned with the long-term market expectations while Tactical asset allocation takes into account short-term deviations from the long-term expectations. Finalyse expertise in the implementation of decision-support systems as well as its consultants' deep understanding of the asset management process and broad knowledge of asset classes and investment products can prove valuable in this framework.

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Portfolio managers need reliable and robust solutions allowing them to easily analyse and value portfolios, model trade scenarios, and generate orders. The increase in the number of clients and assets under management leads to a need to industrialise the process. Whether you are interested in designing your own internal portfolio analysis tool or selecting a package and implementing it, Finalyse consultants can put their expertise in these matters at your disposal.

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With an increasing regulatory burden and stricter risk reporting and compliance requirements, it becomes essential for firms to invest in new systems allowing for effective compliance monitoring and management. Finalyse consultants can bring you their knowledge of compliance applications and their understanding of legal, regulatory and client specific rules.

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Whether you are concerned with the risks taken in the clients' portfolios or at the level of your enterprise, Finalyse consultants can help you. They address the analysis, design and implementation of risk management systems, risk budget allocation issues, ex-ante and ex-post tracking error, delta-adjusted exposure for derivatives, assessments of financial risks such as market risk, credit risk, liquidity risk, ..., or non-financial risks such as operational risk, model risk, ..., Monte Carlo simulations, risk measurement, monitoring and reporting issues.

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The dealing desk is a key component of an asset management firm's front office operations as it is during the execution step of the investment process that plans are turned into reality, with all the attendant real-world challenges. Finalyse can help you tackle issues such as integration of portfolio management and trading systems, confirmations and settlements, speed of execution, direct links to markets, electronic connectivity networks, brokers or market makers.

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Whether a portfolio is managed against a benchmark or on an absolute return basis, investment performance must periodically be evaluated to assess progress towards the achievement of investment objectives as well as to assess portfolio management skills. Performance measurement involves the calculation of the portfolio's return while performance attribution involves determining the sources of a portfolio's performance. Finalyse has experience in these two domains, it ranges from mastery of the different return computation methods and definition of equity and fixed income attribution factors to the design of performance reporting guidelines and reports and full implementation of performance and attribution packages.

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Finalyse has a great deal of experience in the design of underlying data flows, data storage and the most effective reporting to support management decision making as well as the requirements of external stakeholders.

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Drawing on their extensive knowledge of the different processes and workflows, Finalyse consultants can help address issues related to business process management and re-engineering, definition and integration of new processes and workflows into your operational systems, streamlining of existing processes and workflows, automation and straight-through-processing (STP).

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Whether you are concerned with client or market data, data management is crucial for your operations. Finalyse consultants have extensive experience building comprehensive data management solutions, ranging from the design of complete data warehouses, interfaces with new data providers, including benchmark providers, to the inclusion of real-time data feeds into existing operational systems, and definition of data validation controls.

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Knowing your client and efficiently managing the relationship you have with him/her is a very important aspect of the business. With its expertise in the industry and in business intelligence Finalyse can help you anticipate your clients' needs, tailor solutions addressing them, nurture long-term relationships, deal with issues such as client segmentation and client retention, design targeted responses to the needs of a segmented and demanding client base, create results for customer satisfaction and improve customer relationships, build customer data to identify potential clients, determine data and research to understand your mass affluent, high net worth and ultra high net worth client base, identify different types of clients, understand their needs and establish their risk and return objectives and constraints, develop higher margin segmentation strategies based on client segmentation and rating systems, and overall improve your commercial efficiency.

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