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Terminal Economatica
Plataforma
The Economatica platform enables the user to follow the fund industry wholly and from different angles, exploring in detail the portfolio holdings at a granular level, reinforced by aggregating information from several official sources. Our tools facilitate the extraction of extremely detailed information, and help construct comparative analysis, rankings and benchmarks, and much more. Management, Commercial, Back office, Risk and Market intelligence are all areas that can benefit from our high-performance platform.
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Monitor funds and assist management, sales, back office, and other company areas. The platform provides analysts with all the information collected from the fund managers and its administrators – such as CVM, the Exchange Commissions and ANBIMA – and allows users to extract detailed information using specific parameters to enhance their analysis. Our tools are extremely flexible and can be customized greatly to meet the demands of your clients.
Our powerful platform can monitor the funds’ holdings. It allows the user to fully analyze holdings, whether direct or indirect (in the case of FoF).Consolidate holdings by incorporating FoF data for indirect holdings and create a unique view of the evolution of positions up to the latest reports.
Access pre-built factsheets designed for diverse investment profiles (Equities, Multi-asset, Fixed Income, Credit, and more) which can be customized to meet the specific needs of your Fund Management firm.Your current Excel templates with your calculations and reports can also be linked and maintained automatically (using our Add-in).
A powerful Data Mining platform, being fed continuously with data that can be utilized to generate insights, perform complex simulations, build reports, compare assets, test out hypotheses and make informed decisions.
EXPLORE OUR PLATFORM
Economatica is a fast, sophisticated and easy-to-use web platform for fundamental and qualitative investment research. Access the platform from any computer or tablet with an internet connection, making it simple for an analyst to sit with a client. Your reports, factsheets and analysis are in the cloud, at your disposal anytime.
The platform can be accessed on any computer or tablet connected to the internet, making it simple for analysts to deliver client presentations. Your reports, factsheets and analyses are hosted in the cloud, always at your disposal. reports as well as portfolio risk & performance reports that can be easily distributed internally or to clients.
Discounted Cash Flow (DCF), Markowitz Portfolio Optimization, Long/Short, among others, were designed under the guidance of highly regarded academic experts in the field, while also assisted by experienced market professionals.
The platform enables analysts to input pricing series for securities that are not available in Economatica, and thus make use all of the system to calculate indicators. These user-made series can then be utilized in portfolio simulations.
With the Excel Add-in tool of the Economatica system, you can generate detailed reports of market indicators, fundamentals, etc. Your Excel report will automatically update without needing to access Economatica’s proprietary interface, enabling integration with all of Excel’s native features.
Economatica meets the highest standard of security to ensure data integrity and data protection. The information is updated within minutes after the primary sources release it to the market, ensuring analysts have access to the timeliest information available. The platform’s processes run in the Cloud environment hosted by the Amazon server infrastructure.
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