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EXPLORE OPTURO

Modern investment analytics for Pension Funds

Pension Funds are among the investment industry's most diversified asset owners, with data management, analytical, and reporting requirements which can be very complex. Opturo's platform of solutions is ideally suited to empower Pension Funds with the tools necessary to address their daily challenges.

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How Opturo helps the worlds best Pension Funds

Performance & Attribution

  • Drilldown/look through analytics and reporting with unlimited flexibility to incorporate firm-specific segmentation and aggregation logic.
  • Accurate performance calculation at all levels of portfolios, including derivatives, eliminating error terms and securing investment staff buy-in.
  • Universal asset and strategy type coverage, including but not limited to illiquids/alternatives, notional products, risk parity, long/short, etc.
  • Flexible attribution modeling which enable alignment of reporting with business requirements. Traditional industry models available, as well as enhanced versions developed to better analyze how investment decision makers drive alpha and risk.
  • True bolt-on solution which can integrate with existing IBOR/ABOR systems such as Eagle, Geneva, etc.
  • Build and maintain custom and blended benchmarks with the ability to automate the consolidation of benchmark data from multiple 3rd party vendors.
  • Utilize any ex-ante or factor model and apply to ex-post portfolio returns.

    • Composite Management

  • VICAP offers Pension Funds a dedicated solution which can fully automate the process of composite construction and reporting, which has become more important as GIPS 2020 is adopted.
  • VICAP is a stand alone and comprehensive composite management solution. It is not a "throw in" as part of a larger integrated platform, such as is included in most competing systems. It can be deployed leveraging existing data infrastructure and 3rd party systems of each client.
  • Composite construction and reporting using daily data may be utilized to avoid large cash flow rules required by GIPS. Along with the overall automation with VICAP, can dramatically reduce the amount of human resources required to be allocated to composite-related workflow.
  • Simplify the verification process and rapidly accelerate your timeline for achieving GIPS compliance, which can help business development and marketing efforts.
  • "Lock down" historical returns and seamlessly integrate with newly calculated composite returns.
  • VICAP's rules engine enables users to deploy more complex assignment/inclusion/exclusion rules - all fully automated.

    • Reporting

  • Drilldown/look through reporting enables users to analyze and report at any level using any aggregation or disaggregation logic.
  • Customize, configure, automate and distribute reports within timely and reliable workflow processes.
  • Opturo can integrate with any 3rd party application or platform to enhance reporting flexibility, whether it is BI vendors such as Tableau, or report writers.
  • Utilize Opturo's App Builder application to tailor reports specifically for the requirements of each business group and use case. For example, data and relevant settings may be configured specifically for the marketing group, who may configure reports according to preferred color palette, font, logos, etc.
  • Output analytical data to any database, data warehouse, excel, PDF, or text.

    • Data Management

  • Virtual Investment Analytics (VIA) enterprise data management platform is Opturo's proprietary solution. Along with our SAYS platform, which is a cloud hosted version of VIA, users can normalize data from disparate systems and formats.
  • Opturo's business model is to deploy our platform in alignment with each user's business model, rather than impose our system: Cloud hosted or local install, Oracle or SQL, any ABOR/IBOR system, insource or outsource business model.
  • Opturo's support model is also flexible contingent upon each client's business model. Whether your firm prefers to insource or outsource first and/or second level support, Opturo is willing and able to deploy a support model which meets each client's needs.
  • Leverage the data management tools within VIA and SAYS in order to help address functional gaps in other systems and applications.

    • Analyze Reports in:

    Excel

    PDF

    Interactive Web App