Investment- & Portfolio Management

Project: Rollout of a private equity software
Evaluation of a Private Equity Software for the investment controlling and reporting process. Based on the evaluation the client decided to build an in-house solution. Finalix was responsible for design, implementation and rollout of this custom-built private equity application. For the customer relationship management (CRM), the standard software package Wincard from team Brendel was selected and introduced. 

• Prime contractor with responsibility for the overall project

Contact person:
Marco Pedrocchi

Project: Risk analysis and optimization of Asset Management portfolios
Evaluation and implementation of a system providing risk analysis and optimization functionality for asset management portfolios. The client opted for the software APT Optimiser (Advanced Portfolio Technologies).

• Planning and conduction of the software evaluation
• Conception of the target solution and integration in the existing system architecture and processes
• Implementation planning

Contact person:
Marco Pedrocchi

Project: Definition of an application architecture for the Investment Management of a major Life Insurance
Design and implementation of a new front-to-back application architecture for the Investment Management (Portfolio Management, Risk, Operation, Accounting and Reporting)

• Program Office
• Vendor evaluation
• Implementation planning

Contact person:
Beat Wirt

Project: Modernization of Fixed Income Portfolio Management
Implementation of a new innovative semi-synthetic approach for the asset management of fixed income mandates based on Portable Alpha. Transformation of the existing investment funds (institutional and private mandates) into the new production. Detailed design and engineering of the products, investment process, legal setup, IT setup and marketing activities.

• Project Management
• Business Analysis

Contact person:
Marco Pedrocchi

Project: Implementation of a portfolio management system for a Swiss bank
Evaluation and implementation of a new portfolio management system for the asset management of institutional and private customers.

• Project Management
• Business Analysis

Contact person:
Beat Wirth

Project: Enhancements of a portfolio management system for a Swiss Asset Manager

As a support for the customer advisors a portfolio management system is introduced. The requirements of the users are recorded. Based thereon the required functionalities are specified and implemented. The system is rolled out gradually across the country.

• Project management (functional side)
• Assessment and prioritization the functional requirements
• Functional specification of the required functionalities
• Conducting user acceptance tests
• Preparation and attendance of the rollouts
• Implementation of communication activities and training

Contact person:
Beat Wirth

Project: Allocation of securing funds for a major Life Insurance
New regulatory guidelines required the allocation of securing funds in different segments. This required a complex portfolio structure to be established. The assets had to be split and allocated in the different segments according to ALM criteria. Processes and systems were adapted to the new circumstances.

• Support of the evaluation and selection of assets for the different segments
• Modeling of the new portfolio and deposit landscape
• Process development and implementation with regard to the application of the new instructions
• Design, detailed specification and testing of the new functionalities required
• Project management for the domain securities

Contact person:
Beat Wirth