Investments use cases
Analytics at your fingertips based on a trusted source of investment data
As the amount, availability and demand for more diverse data continues to grow, we need modern tools to integrate and centralize the information coming from various platforms and providers.
ICS ATHENA enables you to access your investment data from a single source - current and historical - to efficiently manage your investment processes.
Know your exposures across all asset classes
Centralize all your asset classes into ATHENA for a complete overview of your exposures.
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Slice-n-dice the information across any dimension within your data set.
Look-through investment structures or decompose instruments
Drill down into your investments across complex structures to understand exposures from top to bottom.
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Decompose funds, indices or derivatives to build even stronger analytics for your team.
Calculate fund or portfolio level returns and analytics your way
Calculate returns as well as statistical risk ratios including Sharpe Ratio, Information Ratio, Beta and more.
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Integrate with external analytics engines and platforms for security level performance, attribution and risk.
Automate your target
monitoring and rebalancing process
Maintain your investment targets and allocations across your investment structure or model portfolios.
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Automate the process of rebalancing, integrating instructions with your custodians or other external parties and platforms.
Integrate your preferred investment and analytics tools
Connect to ATHENA for access to all your investment data, without having to spend time on data management or manipulation.
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ICS clients work with a range of external tools such as R, Python and internally developed investment process applications.
Automate reporting packs like investment committee reports
Reduce the time spent on regular reporting packs, such as investment committee and client reports.
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ATHENA will automate the collection, aggregation and validation of the required data including portfolio and fund commentaries.
