Solutions | Tindeco
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VISION Portfolio Management

VISION Portfolio Management distinguishes itself via flexibility, speed and integration.

  • Data management, full auditing, user rights administration and flexible asset model provide the foundation.
  • VISION PM allows you to examine full performance attributed across capital appreciation, income flows and f/x between any two dates with blinding speed.
  • Flexible interface, which allows slicing and dicing of data fields and automatically calculates aggregated figures for subgroups whenever it makes sense.
  • VISION is based upon “new technology” and a variety of proprietary modeling techniques. The unique modelling allows for the delivery of features and flexibility generally absent.
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VISION CRM

VISION CRM focuses on the regulatory aspects of Client Relationship Management.

  • Delivers the functionality required to manage assets in a complex and changing regulatory environment.
  • Extends beyond and allows asset managers to implement and design Client on-boarding processes that flow straight into their investment management processes.
  • Pre-trade risk and compliance rules also integrated into VISION Order Management.
  • Risk limits at the portfolio, group and position level that are monitored by VISION’s multi-asset class and multi factor risk engine.
  • VISION CRM provides an intuitive interface for collecting Client data related to KYC, MiFID and FATCA.
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VISION Order Management

VISION Order Management delivers functionality for managing order workflows and connecting to execution platforms.

  • Integrated with VISION CORE Technology suite and can be configured to perform a pre-trade risks, compliance checks, and receive orders from portfolio management.
  • Modular workflow design is highly flexible to support most front office trade workflows.
  • Workflow engine enables users to process orders in a different ways.
  • Supports the FIX protocol for sending and receiving orders from the configured execution platforms.
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VISION Risk Management

VISION Risk allows you complete flexibility to choose how you model the risks in your portfolios.

  • Flexibility begins by allowing the user to select or create custom risk factors for inclusion into a risk model.
  • Specific choices allow you to vary between a risk assessment approach where every stock is mapped to itself as a risk factor or a risk model designed to help measure and allocate risk.
  • VISION Risk allows you to choose the investment horizon to examine by altering the decay factor. Historical, parametric and full Monte Carlo risk models are available.
  • VISION Risk is fully integrated with VISION Portfolio Management and VISION Order Management, making risk limit monitoring based on any risk metric available to the system and done in real time.
  • VISION Risk is a tool for a risk-aware organization from the PM – to the Risk Manager – to the CIO – and CEO.
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VISION Portfolio Structuring

VISION Portfolio Structuring allows you to allocate risk and add structure to portfolio via derivatives and dynamic trading strategies

  • Optimisation:  Vanilla optimisation and Bayesian approaches, such as Black-Littermann, are supported at the asset allocation and position level-with mixed/non-linear constraints.
  • Unique approach to Limit Setting: Manage the structure of your portfolio by targeting and limiting the Greeks the of your portfolio across a range of scenarios.
  • Automated rebalancing: Limit breaches kick-off the rebalancing algorithm of your choice to quickly bring portfolios back in-line with your guidelines.
  • Embed derivative replicating strategies: Choose between trading in derivatives or utilising dynamic replication strategies.
  • Link to Backtesting:  Assess your chosen structuring techniques with sophisticated back-testing capabilities.
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VISION Quantitative Strategies

VISION Quantitative Strategies offers the tools to create and implement a variety of quantitative investment strategies.

  • Create a wide variety of systematic strategies: Choose from a wide variety of strategies from straightforward price momentum to complex statistical arbitrage strategies.
  • Automate the way you want to manage cash balances and f/x exposures.
  • Report clearly: Strategies treated both as positions and portfolios. Combined positions may make up a single instance of a strategy and reported as such.
  • Allows you the flexibility to look-through the strategies and see the components.
  • Enjoy the power of full Integration: VISION Quantitative Strategies is integrated with VISION Risk, CRM and Order Management modules, allowing dynamic strategies to be implemented with real-time pre-trade risk and investment compliance.
  • Scenario analysis: Understand your impact on strategies within portfolios for various scenarios
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VISION Analytics Workbench

VISION Analytics Workbench provides the workspace for Clients to identify ad-hoc but quantifiable investment ideas

  • Analyse: Run a variety of analyses on financial and economic data to identify investment ideas.
  • Find Strategies: Systematic, repeatable ideas can be defined to be strategies
  • Monitor:  Quantitative relationships supporting ad-hoc investment ideas (i.e. not strategies) can be monitored to ensure the investment case remains valid.
  • Test:  The Analytics Workbench is fully integrated with Portfolio Structuring and Quantitative Strategies to ensure dynamic portfolio management techniques can be researched and fully understood
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Mid & Back Office

At Tindeco we are happy to discuss how we can support you running and growing your business. We have expertise in Operations, Risk Management, Compliance and Investment Management. If you are interested in outsourcing parts or all of these functions please contact us to arrange a personal meeting.

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Advisory and Mgmt.

At Tindeco we are happy to discuss how we can support you running and growing your business. We have expertise in Operations, Risk Management, Compliance and Investment Management. If you are interested in outsourcing parts or all of these functions please contact us to arrange a personal meeting.

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Customized Solutions

At Tindeco we are happy to discuss how we can support you running and growing your business. We have expertise in Operations, Risk Management, Compliance and Investment Management. If you are interested in outsourcing parts or all of these functions please contact us to arrange a personal meeting.

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