Accurate and economically meaningful analytics are what one should expect from an investment analytics provider. However, in the era of big data and modern financial market complexity, actually deliving accuracy and meaninful analytics is a significant challenge. Opturo's performance engine provides accurate calculations at all levels of investment portfolios and at any point in time. Our innovative attribution engine enables users to build custom models on-the-fly, whether for fixed income attribution, decision attribution, or multi-asset portfolios, and integration with third party factor models can be deployed rapidly.
Our company's culture is based upon a passion for building and developing solutions. Opturo offers your firm with the opportunity to partner with some of the industries most innovative developers. Our platform is not a "black box" and has been built to provide the flexibility and scalability to be configured to meet the unique needs of each client. Whether the center piece of a best of breed approach to your back/middle/front office systems, or a tactical solution used to compliment functional gaps in legacy systems, Opturo is positioned to be a responsive partner in offering and developing the investment analytics your firm requires in the present and the future.
Institutional asset managers operate businesses with broad investment analytical and data management requirements. Opturo's platform offers Asset Managers with a broad menu of tools to address practical business challenges. The following is an itemized example of how an Asset Management business can deploy Opturo's platform. This example is comprehensive, but the platform was designed to be modular and enables specific solutions be deployed rather than imposing an "all or nothing" decision.
Performance & Attribution
Accurate performance calculation at all levels of portfolios, including derivatives, eliminating error terms and securing investment staff buy-in.
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.
Bolt-on solution which can integrate with exhisting IBOR/ABOR systems such as Eagle, Geneva, etc.
Source requisite analtyical data such as benchmark, segment, and attribute data from any 3rd party vendor or system, including Bloomberg, Reuters, Rimes, etc.
Utilize any ex-ante or factor model and apply to ex-post portfolio returns.
Truly automate and streamline the sourcing and consolidation of requisite data from multiple systems, sources and file formats.
Composite Management
Composite construction and reporting may be fully automated for an unlimited number of composites and accounts using Opturo's fully scalable and dedicated composite solution, VICAP.
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.
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 seemlessly integrate with newly calculated composite returns.
Reporting
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 vendords 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
Opturo platform architecture strategically designed to address the robust and complex data management requirements of modern Asset Management businesses.
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 platfrom 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.
Leverage the data management tools within VIA and SAYS in order to help address functional gaps in other systems and applications.
Wealth Managers
Wealth Managers often times face a decision weather to invest in large integrated software platforms or try to build a "best of breed" approach to financial planning, CRM, accounting and reporting. Opturo offers Wealth Managers a platform which enables a "best of breed" approach, while also the ability to tactically deploy specific solutions to meet functional gaps in integrated systems. For example, if your system doesn't offer a robust composite management solution, our composite manage solutions may be deployed to fill that gap.
Composite Management
Composite construction and reporting may be fully automated for an unlimited number of composites and accounts using Opturo's fully scalable and dedicated composite solution, VICAP.
More tactical composite management needs can be met using SAYS, our cloud hosted platform.
VICAP is a stand alone and comprehensive composite management solution. It is not a "throw in" as part of a larger integrated platform.
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 seemlessly integrate with newly calculated composite returns.
Reporting
Customize, configure, automate and distribute reports within timely and reliable workflow processes.
Brand marketing-oriented reports using your firm's logo, color palette, custom commentary and disclosures.
Opturo can integrate with any 3rd party application or platform to enhance reporting flexibility, whether it is BI vendords such as Tableau, or report writers.
Output analytical data to any database, data warehouse, excel, PDF, or text.
Opturo may be integrated with web portals to make data and/or reports available to be included with client reporting.
Performance & Attribution
Ex-post return and risk analytics and reporting may be done on-the-fly, comparing portfolios with benchmarks.
Portfolio/Fund fact sheets may be created and run on-the-fly.
Blended and/or custom benchmarks may be built and maintained, including the use of spreads and rebalancing logic.
For those Wealth Managers who may have or are starting an institutional asset management business, Opturo offers attribution models which compare with major industry competitors, as well as our proprietary model.
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 these challenges:
Performance & Attribution
Drilldown/look through analytics and reporting with unlimited flexibility to incorporate firm-specific segmentation and aggregregation 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 exhisting 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.
"Lock down" historical returns and seemlessly 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 vendords 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 platfrom 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.
Sovereign Wealth Funds
Sovereign Wealth Funds are among the investment industry's largest and most diversified asset owners. This size and diversity introduces significant complexity and challenges. Opturo can empower Sovereign Wealth Funds to build "best of breed" processess and systems, as our VIA platform enables data normalization and integration across 3rd party systems. Additionally, Opturo's flexibility enables more tactical solutions be deployed to address functional gaps of large integrated systems such as Aladdin.
Performance & Attribution
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 exhisting 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.
Drilldown/look through analytics and reporting with unlimited flexibility to incorporate firm-specific segmentation and aggregregation logic.
Utilize any ex-ante or factor model and apply to ex-post portfolio returns.
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 platform conforms to your requirements and preferences, and may run on any database (SQL, Oracle, etc.), integrate with any ABOR/IBOR system or custodian, etc.
As many vendors specifically focus innovation on cloud-based solutions Opturo understands that security and business priorities for Sovereign Wealth Funds can make a local install optimal. We continue to invest and develop the locally installed version of our platform, which leverages each clients existing security infrastructure and policies/procedures.
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.
Reporting
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 vendords 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.
Drilldown/look through reporting enables users to analyze and report at any level using any aggregation or disaggregation logic.
Family Offices
Family Offices are confronted with very specific analytical and reporting needs, for which the Opturo platform's flexible architecture is ideally suited.
Reporting
Drilldown/look through reporting enables users to analyze and report at any level using any aggregation or disaggregation logic. This may includes any combination of familial generations/households, trusts, Family LP's, etc.
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 vendords 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 platfrom 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.
The Opturo platform offers low maintenance and support, and can typically be implementated in 4-8 weeks.
Leverage the data management tools within VIA and SAYS in order to help address functional gaps in other systems and applications.
Performance & Attribution
Drilldown/look through analytics and reporting with unlimited flexibility to incorporate firm-specific segmentation and aggregregation 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 exhisting 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 Family Offices 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.
"Lock down" historical returns and seemlessly integrate with newly calculated composite returns.
VICAP's rules engine enables users to deploy more complex assignment/inclusion/exclusion rules - all fully automated.
Fund Adminstrators
Within the investment management industry, Fund Administrators confront some of the most robust and complicated data management challenges. Opturo occupies a unique competitive position with regards to Fund Adminstrators, as our enterprise data management platform offers the specific tools required to address the data management, analytics, and reporting needs of Fund Administrators.
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.
The VIA platform includes an IDE application, which Fund Administrator's professionals can utilize to build and maintain custom process automations.
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.
Web services are available to more efficiently integrate systems.
Custom data models may be rapidly build and deployed to help dramatically reduce the timeline and expense of onboarding new Fund Administration clients.
Reporting
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 vendords 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.
Drilldown/look through reporting enables users to analyze and report at any level using any aggregation or disaggregation logic.
Performance & Attribution
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 exhisting IBOR/ABOR systems such as Eagle, Geneva, etc.
Drilldown/look through analytics and reporting with unlimited flexibility to incorporate firm-specific segmentation and aggregregation logic.
Accurate performance calculation at all levels of portfolios, including derivatives, eliminating error terms and securing investment staff buy-in.
Build and maintain custom and blended benchmarks with the ability to automate the consolidation of benchmark data from multiple 3rd party vendors.
Composite Management
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 firms' timelines for achieving GIPS compliance.
"Lock down" historical returns and seemlessly integrate with newly calculated composite returns.
VICAP's rules engine enables users to deploy more complex assignment/inclusion/exclusion rules - all fully automated.
Analyze Reports in Excel, PDF, and Web-based Interactive Formats
