KUALA LUMPUR, May 25 (Bernama) -- Eze Software -- a Boston-based global investment technology provider, has partnered with Sherpa Funds Technology to offer advanced portfolio construction and factor analytics capabilities to its clients.
Managing Director of Eze Software in Asia Pacific, R.G. Manalac said: "We are always looking for ways to help our clients simplify their portfolio construction processes, enabling them to generate better returns while minimizing unwanted risk.
He added that the partnership will enable users to account for all their business goals while optimising their portfolios by accessing Sherpa´s time-tested models and processes, aided by Eze Order Management System.
Sherpa tools´ help funds build portfolios that dynamically express investment managers´ alpha decisions, their risk appetite and market conditions, a statement said.
The technology also enables portfolio managers to deliver more consistent and better returns whilst matching the risk exposure objectives of investors and consultants.
Clients can specify criteria they want their portfolios to follow, including liquidity, style factor, yield and sector exposures, access Sherpa´s powerful risk portfolio and performance analytics and receive a portfolio construction that best expresses their alpha.
The suggested portfolio can then be seamlessly loaded into Eze OMS and implemented.
Further information can be accessed at www.ezesoft.com.
--BERNAMA
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