|Universe screening||Broker ticket parsing|
|Optimization computer||Orderbook reconciliation|
|Model backtesting||Pre-trade checks|
Nowadays, a growing part of the investment portfolios applies a partial or total quantitative management process.
FundProcess aims to offer investment managers with a homogeneous framework integrating all features needed for portfolio construction and periodic rebalancing: universe screening, model backtesting, optimization computer, calculation agent, composite benchmark, monitoring (alert on performance, analytics, stop-loss, etc.).
FundProcess assists the investment manager in his R&D to implement his strategies either, by interfacing his “in-house” quantitative models (Matlab, R routines, VBA code) or with a re-development in co-creation from scratch.