Asset Managers & Pension Funds

Institutional investors, asset manager and particularly pension funds, find multiple advantages with our platform. etopsOS delivers precision in portfolio management, ensuring optimal asset allocation and risk reporting for investment committees and boards.

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.

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 features

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.

FAQ

Do you have a question? We have the answer.

Is your system compliant with the pension fund regulations?

Etops covers all regulatory requirements with regard to asset classification, bandwidth checks, monitoring of investment diversification and ongoing risk monitoring. The system guarantees full transparency for the authorities and customers and complies with all regulatory requirements (e.g. BVV2 in Switzerland).

Does your system also comply with the new requirements regarding the sustainability of the investment strategy?

Yes, Etop's solution is already prepared for the requirements and fulfils all the recommendations of the industry associations (e.g. ASIP in Switzerland). A corresponding report set is offered as standard and offers you the necessary future compliance.

Where is the data stored?

The Etops Platform is cloud-based. The server instances can be set up regionally so that the data is stored in the desired or regulatory required country. All necessary aspects regarding data security, access rights and fail-safety are taken into account and completely met.

Are there access options for our end clients?

Etops offers optimised views for end clients via web browser or dedicated web apps with appropriately controlled access rights and adapted to the corporate design. Etops also offers the option of setting up customised front ends for end clients based on the API and integrating them seamlessly into existing environments.

Still have questions?

We are happy to answer them personally.

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Use Cases

Solutions for the financial industry

We provide a wealth data platform and services to solve complex financial problems for investment managers across a large variety of liquid and illiquid asset types. Discover how we support you in making better decisions and be more efficient.

Why our clients choose us

Thanks to Etops, we can professionally map the complex asset situations of our clients and offer very comprehensive reporting across all asset classes as part of our overall Verium client experience. This is highly appreciated by our sophisticated family office clients.

David Schneider

COO, Verium AG

By working in partnership with Etops, we can offer our families an easy to read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience.

Alexander Sinn

Co-Founder and CEO of 47 Capital AG

Die Lösung von Etops erlaubt es uns viel Zeit zu sparen und ist effizient gestaltet, damit wir uns auf das Kerngeschäft konzentrieren können. Die detaillierten Reportings haben unseren Service deutlich verbessert und können somit unseren Kunden einen klaren Mehrwert bieten.

Anthony Gimigliano

Head Institutional Desk Swissquote

Mit wenigen Klicks haben die Mitarbeiter Zugang zu allen wichtigen Informationen und somit mehr Zeit sich auf ihre Kernkompetenzen zu fokussieren, nämlich fundierte und anlegerbezogene Entscheide zu treffen.

Sacha Fedier

CEO VT Wealth Management

Mit Etops sind wir schneller und dank Automatisierung auch zuverlässiger und sicherer unterwegs.

Patrick Marty

COO Finaport Group