Deprecated: Function get_magic_quotes_gpc() is deprecated in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/utils.php on line 353

Deprecated: Function get_magic_quotes_gpc() is deprecated in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/utils.php on line 353

Deprecated: Function get_magic_quotes_gpc() is deprecated in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/utils.php on line 353

Deprecated: Function get_magic_quotes_gpc() is deprecated in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/utils.php on line 353

Deprecated: Function get_magic_quotes_gpc() is deprecated in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/utils.php on line 353

Deprecated: Function get_magic_quotes_gpc() is deprecated in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/utils.php on line 353

Deprecated: Function get_magic_quotes_gpc() is deprecated in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/utils.php on line 353

Deprecated: Function get_magic_quotes_gpc() is deprecated in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/utils.php on line 353

Deprecated: Function get_magic_quotes_gpc() is deprecated in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/utils.php on line 353

Warning: "continue" targeting switch is equivalent to "break". Did you mean to use "continue 2"? in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-includes/pomo/plural-forms.php on line 210

Warning: "continue" targeting switch is equivalent to "break". Did you mean to use "continue 2"? in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/revslider/includes/operations.class.php on line 2758

Warning: "continue" targeting switch is equivalent to "break". Did you mean to use "continue 2"? in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/revslider/includes/operations.class.php on line 2762

Warning: "continue" targeting switch is equivalent to "break". Did you mean to use "continue 2"? in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/revslider/includes/output.class.php on line 3684

Warning: "continue" targeting switch is equivalent to "break". Did you mean to use "continue 2"? in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/models/block/wfBlock.php on line 536

Warning: "continue" targeting switch is equivalent to "break". Did you mean to use "continue 2"? in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/models/block/wfBlock.php on line 537

Warning: "continue" targeting switch is equivalent to "break". Did you mean to use "continue 2"? in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/models/block/wfBlock.php on line 539

Warning: "continue" targeting switch is equivalent to "break". Did you mean to use "continue 2"? in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/models/block/wfBlock.php on line 554

Warning: "continue" targeting switch is equivalent to "break". Did you mean to use "continue 2"? in /home/clients/62e2748c85a5f2350e6a644b15ef4704/web/test/wp-content/plugins/wordfence/models/block/wfBlock.php on line 557
Investment Strategy & Portfolio Management | SAGE Prospero

IAM & Family Office

Investment Strategy & Portfolio Management

Investment Strategy & Portfolio Management

Optimize returns in a mature market
Our Investment Strategy and Optimization module allows you to analyze all your investments options. It guides you through an informed process in selecting the best asset allocation for your portfolio’s risk profile taking into account extreme events. Our financial models have been built on over 20 years of combined academic research aimed at finding an improvement of the risk metrics commonly used.

 

360° overview of models, funds & portfolios
Our powerful Model, Fund and Portfolio Overview empowers you to fine-tune your investment strategy to make value-creating investments. It enables you to compute and analyze performance using a variety of methods: now you can slice and dice P&L into several dimensions, compare your portfolios against individual or blended benchmarks, access all of your analytics libraries and take advantage of several other features

 

Model management
Prospero allows you to manage your portfolio models in accordance with your investment strategies. Prospero keeps it simple: now you can tailor your portfolio weights to match their tactical and strategic objectives in a single click. You have also the capability to automatically track market fluctuations using drifting models to ensure that each portfolio is weighted correctly. Our multi-level model overview leaves you in control of every specific need you have in terms of analytics. Prospero then outlines the trade orders required to automatically or semi-automatically rebalance the portfolios in the context of its individual investment constraints and compliance rules.

 

Order management
Our configurable order life-cycles are designed to be simple and efficient, while maintaining multi-broker relationships. You can quickly and easily generate pre-filled multi-portfolios or multi-securities orders. Prospero supports a large range of asset classes, from the most common ones such as Long/short equity, Fixed-Income and Funds to more complex derivatives and illiquid classes such as Private equity and Real estate. Prospero’s Order Management checks the compliance with the defined set of rules, including regulatory, and performs collateral monitoring on leveraged portfolios.

 

Your personal dashboard
The investment strategy and portfolio management dashboard is a customizable dashboard, providing a 360° overview of daily tasks, notifications and recent activities. Prospero offers the ability to design and configure dashboards the way you need them, from configurable task generation to widgets and notifications you need to access. In this way, it becomes easy to know when you have to rebalance portfolios relative to a specific model or price change.


Go Back

Our Offices


Switzerland

Rue de Geneve 88
1004 Lausanne
Switzerland
+41 21 653 64 01


Singapore

5 Shenton Way
#10-01, UIC Building
Singapore 068808
+65 6911 6640


Dubai (UAE)

PO Box 500835
256A Business Central Tower
Dubai Internet City
+971 4 428 13 85


Philippines

15/F Citibank Tower
Paseo de Roxas, Makati City
1200 Philippines
+63 2 555 5442