Realignment of Pre-trade and Ex-post Investment Guideline Monitoring

For an asset management company, Averroes Concept Lounge GmbH researched a possible realignment of pre-trade and ex-post investment guideline monitoring.

At the starting point we had two different standard systems for pre-trade and ex-post monitoring. Business, technical and microeconomic characteristics as well as valuation and decision-making systems were prepared for three possible conceptual objectives.

Result: It was decided that the portfolio management and trade/order system used for pre-trade analysis would also be used for ex-post analysis.

This consultancy project was perfectly tailored to our expertise. We were able to apply all elements of our specialised consultancy services in investment controlling. For these systems, we were able to rely on our experience gained from a large number of integration projects.