Portfolio Management

A seamless, leading-edge, investment-processing solution

Global investment managers operate in a highly competitive environment. Those who wish to maintain a competitive advantage have been obliged to develop and implement innovative investment strategies, and expand their coverage to cover an increasingly exotic and complex array of new investment instruments. To help portfolio managers handle risk while implementing strategies to optimise portfolio returns, SimCorp offers Portfolio Workbench, a state-of-the-art tool that enables the efficient management of, multiple strategies within a single application.

Portfolio Workbench

Portfolio Workbench is part of SimCorp’s full, Straight-Through-Processing front office offering, which includes Order Manager and Compliance Manager. The front office suite is an integrated part of SimCorp Dimension, the world’s most advanced and comprehensive enterprise solution for the investment management industry.

Superior, user-friendly investment processing

Portfolio Workbench is an intuitive, real-time position-analysis and decision-implementation platform that helps portfolio managers improve their daily investment processing. It allows portfolio managers to handle trade simulations, order entries and pre-trade compliance for multiple portfolios with ease, speed and confidence. Its comprehensive analytical and informational capability, across all asset classes, enables Portfolio Workbench to provide managers with real-time portfolio monitoring and total risk display. All features are available in user-friendly formats, and include customisable views and report-generation.

Transparency and speed

Portfolio Workbench can be tailored to reflect an organisation’s specific workflow, and provide a portfolio overview quickly at any time. Having comprehensive, up-to-the-minute management information to hand allows users to instantly act upon it, thus helping them to establish a competitive advantage. As a single-database solution with integrated system architecture, SimCorp Dimension minimises the need to manage different instruments on separate systems, which lowers both costs and risk.