Capital Cube recognized amongst ‘Category Leaders’ in Portfolio Management Platform vendors in the Chartis’ report titled “Portfolio Management Platforms, 2021 – Market and Vendor Landscape”.
Portfolio construction and management is at the core of asset management. The success of a fund depends on the extent to which portfolios are created in line with investment mandates and styles, how decisions are rebalanced, and how thoroughly investments are monitored.
This report examines portfolio management platforms (PMPs) that are used by financial institutions to manage their portfolios and investments. The PMP is a core component of the investment management lifecycle: other types of asset management functionality (such as trading, portfolio construction/modeling, performance, and risk analytics) are layered on top of the platform, across multiple asset classes that are used to drive businesses and investment styles. Many vendors covered in the report have created a bundle of portfolio management modules and services that provide basic data management platforms for transactions and positions. These can also extend into specific investment management lifecycle functions and very specific asset classes backed by decision analytics (including portfolio/construction modeling, market risk, credit risk, liquidity risk, portfolio risk, stress and scenario analysis) that can extend into multiple modules, depending on asset class, investment style, investment charter and other operational components.
This quadrant report has assessed vendors’ PMP solutions as a suite of products, focusing on their primary portfolio management components and the linked components they provide access to PMPs starting with primary functionality: storing and managing core atomic investment transactions and positions with essential reference, pricing and meta data. Intellect’s Capital Cube is rated as ‘Category Leaders’ in the space.
About Intellect Design Arena Limited
Intellect Design Arena Ltd. has the world’s largest cloud-native, API led microservices-based multi-product FinTech platform for the Global leaders in Banking, Insurance and Capital Markets. It offers a full spectrum of banking and insurance technology products through its four lines of businesses – Global Consumer Banking, Global Transaction Banking (iGTB), Risk, Treasury and Markets, and Insurance. With over 25 years of deep domain expertise, Intellect is the brand that progressive financial institutions rely on for their digital transformation initiatives.
Intellect pioneered Design Thinking to create cutting-edge products and solutions for banking and insurance, with design being the company’s key differentiator in enabling digital transformation. FinTech 8012, the world’s first design center for financial technology, reflects Intellect’s commitment to continuous and impactful innovation, addressing the growing need for digital transformation. Intellect serves over 240 customers through offices in 97 countries and with a diverse workforce of solution architects, domain and technology experts in major global financial hubs around the world. For further information on the organisation and its solutions, please visit www.intellectdesign.com.
