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Tc Economatica
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The Economatica platform offers the most complete, simplest, and quickest access to rankings of funds and asset managers so you can reach the best investment decisions. The system allows fund managers to obtain robust information to evaluate their funds’ performance and analyze each individual investment fund in their portfolio. Access all of the funds’ essential data from one central location. Consult securities lending data using the best and most comprehensive database in the market.
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The system allows you to create rankings, automatically generating performance metrics of the funds and/or asset managers, providing an easy way to monitor the top performers. These screens can be saved, so that at any time you can consult these reports using the criteria previously defined and getting an update of the fund managers you wish to track.
Use this feature to create indexes and projections, which could be used as composite benchmarks, allowing the fund manager to measure performance relative to a custom benchmark. Once created, the benchmark becomes a security that’s part of the database, and therefore will be stored, maintained and updated automatically.
This tool enables portfolio simulation with funds holdings and can perform asset contribution during specified periods of time. Rebalancing of assets can be performed for multiple dates, calculating the portfolio performance automatically and generating insightful performance reports with graphs and risk metrics.
A powerful Data Mining platform, being fed continuously with data that can be utilized to generate insights, perform complex simulations, build reports, compare assets, test out hypotheses and make informed decisions.
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Economatica is a fast, sophisticated and easy-to-use web platform for fundamental and qualitative investment research. Access the platform from any computer or tablet with an internet connection, making it simple for an analyst to sit with a client. Your reports, factsheets and analysis are in the cloud, at your disposal anytime.
The platform can be accessed on any computer or tablet connected to the internet, making it simple for analysts to deliver client presentations. Your reports, factsheets and analyses are hosted in the cloud, always at your disposal. reports as well as portfolio risk & performance reports that can be easily distributed internally or to clients.
Discounted Cash Flow (DCF), Markowitz Portfolio Optimization, Long/Short, among others, were designed under the guidance of highly regarded academic experts in the field, while also assisted by experienced market professionals.
The platform enables analysts to input pricing series for securities that are not available in Economatica, and thus make use all of the system to calculate indicators. These user-made series can then be utilized in portfolio simulations.
With the Excel Add-in tool of the Economatica system, you can generate detailed reports of market indicators, fundamentals, etc. Your Excel report will automatically update without needing to access Economatica’s proprietary interface, enabling integration with all of Excel’s native features.
Economatica meets the highest standard of security to ensure data integrity and data protection. The information is updated within minutes after the primary sources release it to the market, ensuring analysts have access to the timeliest information available. The platform’s processes run in the Cloud environment hosted by the Amazon server infrastructure.
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