Composite Management


VICAP is a comprehensive, multi-currency, rapid implementation, composite management solution designed to provide a complete platform for achieving and maintaining GIPS® compliance. VICAP leverages the Opturo platform to offer a fully customizable tool to create, build, and maintain composites and supports current and projected GIPS® reporting guidelines. VICAP configures quickly to efficiently create, maintain and report composites and portfolios in diverse client environments. Design flexibility seamlessly supports the firm’s changing policy & procedures and infrastructure. Innovative architecture offers rapid deployment of the system while significantly reducing implementation time and cost.

VICAP provides for flexible composite assignment criteria/rules and definitions for composite generation, as well as flexible definition of inclusion/exclusion rules. Robust multi-currency and multi-period (daily, monthly, quarterly, annual & defined period) composite/portfolio performance and asset reporting are standard.

Custom reporting for all varieties of client and investment reporting needs in PDF and Excel. Powerful and comprehensive ex-post composite and portfolio performance analytics reports. Advanced report analysis with drill-down and filtering capability allows clients to provide the verifier with relevant data quickly and seamlessly. VICAP offers unique time-series data visualization for composite analysis.

The Opturo Advantage


End-to-End Automation

Tired of the monthly or quarterly grind in creating, maintaining and reporting your composites? Opturo’s VICAP composite management solution can automate the entire process.

GIPS Verification

Get on the road to GIPS® compliance in days instead of months through the rapid deployment of the solution and provide data to verifiers in a format they prefer.

Carve-out Support

VICAP is the only commercially available solution which can accurately provide the performance calculation capability which GIPS compliance requires for carve-outs both historically and on-going.

Ex-Post Analytics

Powerful and comprehensive ex-post composite and portfolio performance analytics reports.

Dynamic Visualization

VICAP is equipped with Opturo’s industry leading advanced report analysis with drill-down, including the Envision dynamic reporting engine.

Trial Period

VICAP can mitigate purchase-risk by allowing evaluation of the implemented system and verification of its results prior to committing to the solution.

Key Benefits


Implementation

Opturo’s various analytical solutions can be implemented in a fraction of the time of competing systems, as we leverage each client’s unique infrastructure. Data formatting, replication and synchronization issues can be minimized or eliminated with an Opturo implementation.

Meaningful Analytics

Gain a competitive advantage by deploying analytics which reflect your investment professionals’ actual decision making processes. Restrictive “black box” analytics can be a thing of the past when you use Opturo’s pioneering marriage of enterprise data management with innovative analytics.

Speed and Scalability

Opturo’s innovative architecture provides clients with a platform which can be scaled to meet the needs and scope of any project. Whether leveraging significant proprietary data infrastructure or going to the cloud, Opturo can help the largest enterprises address their big data challenges.

Advanced Reporting

Opturo offers clients the industry’s most robust suite of reporting and visualization tools. Transparent data and model calculations allow cascading time series drill-down visualization. Clients are provided the tools to create custom reports themselves, or they can leverage our professional staff to assist.

Flexible Customization

Is your infrastructure robust enough to meet the challenges and opportunities the future may present? Opturo offers our clients a modular platform which is inherently flexible and able to respond to emergent trends and requirements, whether it be for data management, reporting or analytical needs.

Cloud or Local Deployment

Opturo can be deployed in the cloud or within a client’s existing infrastructure. Opturo is agnostic and works with each client to insure a deployment that makes the most sense for each client’s business priorities, whether they are regulatory-driven or business model preference.