Asset Managers
Empowering Asset Managers
Drive efficiency and enhance investment strategies with the tools and data necessary to optimize portfolio management and risk assessment. Etops empowers asset managers to streamline operations, ensuring comprehensive market insights and compliance at every step of the process.
Navigating regulatory frameworks and more
Asset Managers need to navigate regulatory frameworks, manage complex portfolios efficiently, and address the evolving demands of pension fund beneficiaries. The changing interest-rate landscape, market volatility, and the pursuit of sustainable and responsible investment practices pose additional challenges.
Empowering Institutional Investors
Etops offers sophisticated portfolio management tools, aiding in optimal asset allocation and risk management. State-of-the-art reporting ensures compliance with regulatory requirements, facilitating seamless operations for institutional investors. Etops also facilitates the integration of sustainable and responsible investment practices, providing the necessary tools to adapt to evolving market trends and meet future regulatory requirements.
Main Benefits
Find asset management’s best products. Overcome regulatory hurdles, adapt to changing expectations, and boost efficiency.
Risk management
Coverage of the permitted asset classes and a corresponding bandwidth check form the basis of the allocation and exposure analysis, allowing ongoing monitoring of the targeted investment diversification. The risk figures provided by the system form the basis for the implementation of effective risk management practices.
Reporting & disclosure
Pension funds are typically required to provide regular reports on their investment activities to authorities and plan participants. Etops proven reporting solution guarantees full compliance with the regulations and provides the required transparency for the investors in a modern, attractive form.
Sustainable investing
Increasingly, pension funds are encouraged to consider sustainabilty factors when making investment choices. Industry associations are calling for ESG criteria to be included in the reports so that all stakeholders involved can track how the funds are invested in terms of sustainability. Etops already provides corresponding reports that cover these requirements and guarantee full compliance.
Transparency
Funds need to provide information to regulatory authorities and plan participants to ensure transparency and accountability. With modern solutions, Etops covers this requirement with conventional yet attractive reports, but also goes beyond this with dashboards and digital access via web apps, providing new opportunities to respond to the ever-increasing demands of the customers.
Products for Asset Managers
Portfolio Management
etops Asset Manager Pro
Ordering & Execution
etops Order Manager
Ordering & Execution
etops FIXhub
Client Management & Advisory
etops Wealth Discovery
Analytics & Reporting
etops Wealth Reporting
Analytics & Reporting
etops Analytics Studio
Analytics & Reporting
etops Fund Monitor
Services
etops AM Services
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