Challenges of navigate regulatory frameworks and more
Institutional investors like pension funds 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.
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.
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.
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.
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.
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.
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COO, Verium AG
Co-Founder and CEO of 47 Capital AG
Head Institutional Desk Swissquote
CEO VT Wealth Management
COO Finaport Group