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Terminal Economatica
Plataforma
The Economatica platform enables users to perform any number of simulations and optimize portfolios, with the option of using constraints according to specific investment profiles. The system allows evaluating fund managers using various performance metrics and filters, and overall asset allocation. Users can also analyze fundamentals supported by financial information collected directly from primary sources including data such as securities lending.
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Economatica provides all the data and functionality that you need for your advisory.
Based on the Markowitz model, this tool will analyze a selected universe of securities to find all portfolios (with or without constraints) for which the risk-return ratio is best; i.e. portfolios belonging to the efficient frontier.The number of securities which can go into the Markowitz model is unlimited. The model can apply quantitative or qualitative constraints with various priority levels.
This tool enables portfolio simulation with holdings and can be performed in values or percentages, and it allows the use of custom benchmarks.Rebalancing of assets can be performed for all simulated portfolios, reflecting updates made by the analyst during simulation, which leads to advanced portfolio recommendations supported by the platform’s built-in intelligence.
The platform can generate fund rankings based on quantitative trading data (Net Assets, Inflows, Benchmark premium) and/or filter by asset allocation (X% of equities, fixed income, credit, foreign investments, etc.). This last option can consolidate FOF holdings.
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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