Portfolio Management
Challenges for the Portfolio Managers
Portfolio managers are in constant search for early signals converging from multiple sectors toward trends for the portfolio. It is particularly complex in highly uncertain and volatile environments. A number of challenges including those below can be anticipated:
Liquidity crunch
Post-pandemic impact of inflation, interest rates creating havoc on portfolio debt, interest expense and cash flows.
Information overload
Difficulties to extract leading risk indicators and action plans from a continuous flow of various financial risks, ESG related compliance, natural disasters, or diverse failures.
Geopolitical
Navigating through the new trade alliances, sanctions and watchlists, evolution of ‘friend-shoring’.
Technological
SaaS tools and open AI are offering new avenues for this sector to anticipate risks and opportunities efficiently and timely.
Solving Problems for this Sector
It is not an easy task especially for regional financial institutions and PE (Private Equity) firms to sustain their own liquidity when a crisis of confidence is brewing amongst its depositors or investors. It is even more difficult to assess the financial risk exposure of portfolio companies these institutions are invested in.
We see two areas to address:
1
A cohesive look at multiple risks and trends to make decisions, which will be summarized for prioritization and resilience planning
2
Our solution is not just about workflows, but an extensive external risk and market content that can be combined with internal data for each company. The need being met goes beyond daily alerts or running only a credit check for a vendor or customer.
Maintain or grow your market share
Achieve sustainable growth
Enterprise and Supply Chain Risk Analysis
With Our intuitive enterprise and supply chain risk analytics, we can identify, assess, prioritize and monitor on-going risks relevant to supply, sales, markets or location. We take a comprehensive approach by combining internal risks with macro external risks such as geopolitical or natural disaster risks. This holistic assessment is deployed via a user-friendly cloud platform which not only eliminates IT installation but promotes collaboration among global teams.
