Portfolio Construction Monitoring and Alerts Reporting Research and Analysis Order Management Risk and Compliance

Portfolio Construction

Monitoring and Alerts

Reporting

Research and Analysis

Risk and Compliance

Order Management

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

IMTC
IMTC

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

IMTC

Reporting

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

IMTC
IMTC

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

IMTC

Risk and Compliance

Flexible risk and compliance capabilities equip teams with the tools to track firm-wide exposure and successfully navigate rate, credit and operational risks with limitless specificity

  • Codify granular CUSIP, portfolio and aggregate guidelines based on over 250 bond- and portfolio-level analytics
  • Deploy investment strategies that are compliant with industry regulations as well as firm- and client-specific guidelines
  • Establish organization-wide permissions to maintain consistency across processes and uniform access to portfolio data
  • Maintain an audit trail with timestamped activities linked to specific user accounts

IMTC
IMTC

Order Management

Fully-integrated OMS module transitions clients from idea generation to execution and improves transparency across the organization

  • Create pre-trade allocation schemes for primary and secondary trades across multiple portfolios
  • Record and store user actions (i.e. trade authorizations, guideline waivers) on auditable operation log
  • Improve cross-team collaboration by offering professionals a unified, real-time view of portfolio activity
  • Mitigate the risk of human error from manual data transfers with connectivity to execution management platforms

IMTC