Solution introduction

NOVA is a front-to-back, cloud-native investment management solution purpose-built for financial professionals

Portfolio Construction
NOVA covers the entire investment management process from front-to-back office, achieving optimal risk-adjusted outcomes for investors

  • Enhance decision making by deploying our optimization algorithms that provide recommendations to rebalance or correct compliance breaches across portfolios
  • Save time by streamlining the allocation process for new issues and secondary market purchases
  • Analyze the impact of what-if trade scenarios simultaneously across multiple portfolios and investment strategies
  • Automate manual workflows such as investing excess cash and portfolio rebalancing

Monitoring and Alerts
Customizable monitoring capabilities allow clients to efficiently stay on top of macro developments, daily market movements, and compelling investment opportunities across the bond universe

  • Glean tailored insights into your market segment exposure
  • Customize alerts that notify you when individual securities breach predefined limits or when issuers undergo rating changes
  • Stay abreast of specific market movements by creating watchlists that track compelling credits
  • Encode your compliance rules and always know which portfolios need to be addressed

The NOVA reporting module automates time-intensive construction of reports for internal and external distribution

  • Automate the creation of customized reports that display critical,
  • client-specific information
  • Produce portfolio risk and compliance-related reports for internal and external meetings
  • Streamline client communication by instantly retrieving current and
  • historical portfolio summaries
  • Leverage batch reporting functionality to further minimize
  • time-intensive manual workflows

Research and Analysis
Unified research and analysis module allows users to identify security-level investment opportunities and conduct side-by-side comparisons to make better, more informed investment decisions

  • Perform granular security- and issuer-level diligence via a single interface
  • Access native CUSIP database with comprehensive analytics and terms and conditions
  • Automate the analysis of specific credits across key risk and return metrics
  • Identify comparable securities to inform pricing and complete relative value analysis

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