|
CAPITECTS provides risk services dedicated to understand
and optimize investments with the utmost in transparency and
intuition.
Our solution offers intuitive financial intelligence in the
context of scenario-based decision-making, financial advisory,
products structuring, corporate financial planning and economic
capital optimization.
CAPITECTS complements Algorithmics in addressing target solutions
and methodologies to empower Wealth Management businesses
and facilitate their respective investors' decision-making
with intuitive multi-period optimization.
We help banks and advisors to provide optimal asset-liability
management for investors' portfolios via transparent and intuitive
financial planning:
- Differentiating the offer of investment products by showing
the most appropriate mix of costs and benefits.
- Providing multi-period stochastic simulation of products
and portfolios to enable optimal portfolio analysis.
- Enabling a consistent definition of strategic and operational
asset allocation.
- Delivering simple-to-use, on-demand financial intelligence
to investors and their advisors.
- Resolving transparency rules (MIFID and UCITS compliance).
Private Banking and Financial Advisors
Structuring of all products and investors' portfolios in
a consistent way:
- Enhanced assessment of investment adequacy.
- Effective and intuitive fact-sheet information.
- Meaningful benefits-costs analysis of investments over
time.
- Portfolio optimization by considering market factors,
clients' constraints, time horizons, assets and liabilities.
- Upgrade of processes for achieving risk-based decision-making
within financial planning processes.
Retail Banking
Structuring of all products and investors' portfolios in
a consistent way:
- Enhanced assessment of investment adequacy.
- Effective marketing propositions and completeness of prospectus
information.
- Optimal portfolio definition in the context of real products
catalogue.
- Tailoring of marketing campaigns with ex-ante risk-based
analysis.
Wealth Management
Consistent and more effective asset allocation in order to
achieve:
- Multi-period stochastic portfolio optimization.
- Reconciliation of strategic and operational asset allocation.
- Time simulation of real and prospect portfolios with derivative
strategies and structured products.
For further information please email: solutions@capitects.com
or visit: www.capitects.com
|
