How to achieve efficiency and quality of execution?

iBalance^TM has the answer: Through collaborative workflow involving both compliance officers and portfolio managers.

With iBalance^TM you reach the following objectives:

• Improved efficiency
• Better control on processes through standardization

Key features:

• Role based: Manager, Compliance Officer, Trader, etc.
• Specific access control (To model, portfolio, portfolio asset class, etc.)
• Automatic email notification
• Multilingual

Optional usage scenarios:

• Centralized compliance, modeling and rebalancing
• Centralized compliance and modeling with decentralized rebalancing
• Overlay portfolio management (Unified managed account)