Expertise

• Overview
• Client Management
• Portfolio Management
• Trading
• Post-Trade (Middle Office)
• Accounting
• Compliance
• Data Management
• Fixed Income Analytics

Portfolio Management

To remain competitive in today’s investment industry, you need your portfolio managers to spend their time doing what they do best: making investment decisions. Adeptyx consultants can help you manage the information needs of your investment team so they can dedicate their time analyzing data rather than gathering and producing data.

Adeptyx has expertise in many portfolio management systems including such areas as portfolio analysis, research management, analytics, order creation, risk management and performance and attribution.

Systems Expertise: Algorithmics (Algo Suite), BlackRock Solutions® (Aladdin® and Risk Analytics), Barra, Bloomberg® Data License, Capital IQ (ClariFi), FactSet, Interactive Data Corp (BondEdge, FI Interactive), POINT, SS&C (Sylvan™), Stat Pro (Portfolio Analytics), PORTIA Perform, Yield Book

Case Studies: Risk Management