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Portfolio management system: Readiness and efficiency in times of strong volatility

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New Access is a leading provider of a scalable and modular Core-to-Digital solution suite designed to meet the specific requirements of the private banking and wealth management industry. New Access provides a comprehensive and modular suite to efficiently run and digitize your business

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New Access - Core-to-Digital solutions

Our core-to-digital solution suite includes an advanced and comprehensive wealth management core banking system (Apsys), a portfolio management system (Equalizer) and a digital client lifecycle management platform (Banker’s Front). Through our offer, we are proud to empower private banks, wealth managers, advisors and asset managers towards their successful business growth....

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by New Access – an FNZ company
| 01/03/2021 12:00:00

During the last two decades and especially since the 2008 crisis, the market volatility has changed its pattern. It went from a U shape curve to having cycles within that curve.

COVID-19 in 2020 has increased this new trend and has strengthened its impact. It has had a huge influence on the way asset managers, but also private banks, manage their assets.

There are two ways to see this new normal. First, as Gerald Moser (1) said in a recent article, volatility can be used to boost portfolio return since, in a 3 to 6 months window, markets are up 8 times out of 10. But you can also be more conservative and adopt a “wait and see” approach which seems to be the case for most portfolio managers, especially since the VIX went way above 30 points in March 2020.

Whichever position you choose to adopt, there are some things in common between these two approaches.

To make the good decisions for your investments and your clients, you need to:

  • Precisely monitor your portfolio and its associated risk,
  • Be quick if there is a need to change the allocation when the correlation hits the portfolio,
  • Do so while being sure that you are compliant with the regulation and what your clients require.

Therefore, having the right system is para-mount in today’s market.

In this analysis, we will try to understand which are the key features a Portfolio Management System (PMS) needs to provide, to support you through your investment decisions in an ever-changing context.

Click on the image below to access and download the full report.

(1)Gerald Moser, Chief Market Strategy at Barclays Private Bank.

About New Access
New Access is a leading provider of a scalable and modular Core-to-Digital solution suite designed to meet the specific requirements of the private banking and wealth management industries. New Access enables digital transformation and improves client’s satisfaction with our digital front-end solution, including an advisor cockpit, client life cycle management (CLM) and a client/EAM portal. New Access has been operating for over 20 years exclusively in the private banking and wealth management sectors, supporting more than 55 customers, globally.