Asset Manager
Our solutions will help you make informed investment decisions, manage risk, attribute performance, and ensure compliance for all your funds.
Multi-Asset Class
Designed to model any asset class. Extensible data warehousing for assets, trades, portfolios, and other entities. Purpose-built modules, workflows, and metrics. Aggregate key metrics across asset classes.
CLO Deal Analysis
Dive into the analytics and relative value metrics of any specific deal. Run valuations and liquidation NAVs. View distributions of collateral across various fields.
Performance Metrics
Attribute performance to different segments of your portfolios. Slice and dice P&L and identify performance outliers.
More Features
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Compliance
Quickly define restrictions on investable assets, ratings, issuers, and other characteristics. Specify concentration limits using our powerful rules engine. Monitor compliance at trade-time and on an ongoing basis.
Tailored Workflows
Streamlined trade pipeline, including manual or automated review and approval. Define multiple strategies for allocation, tax lot selection, and more.
Excel Integration
Take advantage of Excel by using the Vantage Excel plugin to pull in assets, holdings, trades, and other data warehoused in Vantage.
