PAT Asset Manager

In the current economic environment, institutional investors are constantly taking new approaches to protect assets, enhance their investment process, manage risk and shape their future growth and profitability. Portfolio and risk managers therefore need technology solutions that also help them meet tightening regulatory requirements and demand for transparency and risk management while exploiting new opportunities such as the growing demand for separately managed accounts.

Specifically designed to support Long/Short and Active Portfolio Managers, PAT for Asset Managers (PAT AM) is an interactive, flexible platform for integrated portfolio management, risk and performance analysis. The platform supports multi-asset classes and separately managed accounts.

PAT AM handles equity, fixed income, foreign exchange, and derivatives instruments. It generates extensive analytical, risk and performance metrics and provides detailed and consolidated reports of portfolio holdings, risk, performance and attribution with What-If Scenario capabilities.

PAT AM features a robust, scalable n-tier architecture that can support asset managers of all sizes.It provides full inter-operability with Excel and interfaces to many third party systems (The Yield Book, POINT, Barra, Sungard, etc.). All data is stored within a powerful data warehouse which provides consistent and reliable data across all user groups including portfolio and risk managers, analysts, and operations staff.

PAT AM requires limited investments in infrastructure and allows investment managers to strengthen their business relationship with institutional clients and thus achieve higher asset retention.

PAT AM key functions include:

Multi-asset coverage: equity, fixed income, foreign exchange, derivatives.
Interactive portfolio management with extensive scenarios and what If capability.
Integrated market, transactional, and price information.
Analytical, risk, and performance measures across market factors.
Views and reports of portfolio holdings, risk, performance, and attribution.
Customizable interface and plug and play interfaces to accommodate internal and industry analytics and risk methodologies.

PAT AM is the ideal platform that portfolio managers can rely on for decision-making on integrated data enriched with analytical, risk and performance metrics.

PAT AM Brochure