PORTFOLIO MANAGEMENT

JUMP PORTFOLIO MANAGEMENT is a Front-Office module designed for real time position keeping.

JUMP PORTFOLIO MANAGEMENT offers :

  • Multi-custodian holdings aggregation within a central repository
  • Real-time and cross-asset position keeping and valuation
  • Decision support and analysis
  • Real-time simulations
  • Simplified order placements (when combined with JUMP Order Management)
  • Investment performance features

                                                                                  Example of our portfolio & order management tool

 

Main JUMP PORTFOLIO MANAGEMENT features

Real-time portfolio management

  • Multi-asset, multi-currency and multi-strategy
  • Real-time position keeping and valuation
  • Weighted Average Cost and FIFO methods
  • Performance and risk indicators
  • Portfolio modelling
  • Full look-through

Data management 

  • Multi-custodian consolidation
  • Data control automation
  • High-security user access and authorisations
  • Full audit trail

Analytics and decision support

  • Investment management analysis (drill-down, dril-up, slice & dice, drill through)
  • Simplified analysis
  • Intuitive navigation
  • Monitoring dashboards