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Tc Economatica
Plataforma
The Economatica platform allows users to analyze and compare different types of assets (funds, stocks, bonds, REITs, securities lending and more) with high speed, quality information and reliability. Economatica also facilitates generating reports directly into Excel using our Add-in, which allows for full customization to meet your particular needs. The tools for portfolio optimization and simulation, DCF Valuation, add to the power at your disposal.
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The platform can generate fund Rankings based on quantitative trading data (Net Assets, Inflows, Benchmark premium) and/or filter by asset allocation (X% of equities, fixed income, credit, foreign investments, etc.). This last option can consolidate FOF holdings.
This tool enables portfolio simulation with holdings and can be performed in values or percentages, and it allows the use of custom benchmarks. Rebalancing of assets can be performed for all simulated portfolios, reflecting updates made by the analyst during simulation, which leads to advanced portfolio recommendations supported by the platform's built-in intelligence.
Portfolio optimization (Markowitz), DCF Valuation, Style Analysis and Long/Short. These advanced tools empower analysts to evaluate strategies with the highest confidence and speed. These impressive modules were built using renowned market theories and have been trusted by market professionals over the past 15 years. Find the optimal asset allocation with 100% confidence and in record speed.
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.
EXPLORE OUR PLATFORM
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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