This platform for developing and presenting investment strategies can be used by the investment manager, strategist, economist or analyst involved in equity strategy, asset allocation, fixed interest and economics. It facilitates sharing of information and ideas amongst investment professionals.

Enhance the investment management process

• Improve the consistency and robustness of your investment process through a range of analytical tools and methodologies (correlation analysis, model building, event analysis, filter analysis, regressions)
• Ensure important information continues to ‘bubble’ to the surface. Scan markets for change, extremes and be alerted to events and triggers for potential investment decisions
• Applicable across all asset classes and securities (Strategic Asset Allocation, TAA, equity sectors, stocks, interest rates, economic analysis)

Achieve efficiencies in managing data and undertaking analysis

• Analytical tools provide significant efficiency gains
• Avoids the idiosyncratic and unstable features of spreadsheets
• SE can become a central repository for all your economic and financial market information
• Data easily updated from IRESS, spreadsheets, own proprietary data
• Charts/models/tables updated continually as data is uploaded
• Data and charts copied to Excel, Word

Share, preserve and distribute information

• Analysis, presentations, chartpacks accessible across the organisation
• Produce presentations, chartpacks for internal/external consumption