In development

Total Portfolio Management

Total Portfolio Management (TPM) shifts the focus from traditional asset-class allocation to a holistic, goal-driven approach.

Instead of managing investments in silos, TPM integrates risks, returns, sustainability factors, and regulatory constraints into one coherent framework. Giving asset managers a complete and dynamic view of the portfolio.

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Features

From Balance to Control

In today’s interconnected markets, balance alone is no longer enough. TPM enables you to translate client mandates into measurable targets, monitor exposures and limits in real time, and proactively manage risks. The result is smarter decision-making, stronger compliance, and portfolios that are aligned with long-term objectives.

Holistic Portfolio View

Move beyond asset classes to manage risks and objectives in one integrated framework

Exposure Heatmaps

Visualize concentrations across regions, sectors, and factors at a glance

Dynamic Allocation Insight

Align every investment decision with long-term portfolio goals

Mandate-Driven Targets

Translate client goals into measurable return, impact, and risk metrics

Integrated Sustainability

Incorporate ESG and impact objectives directly into portfolio steering

Four-Eyes Governance

Strengthen control with built-in review and approval workflows

Limit Monitoring

Detect mandate breaches instantly and act before risks escalate

Scenario Comparison

Evaluate alternative allocations and compare outcomes with confidence.

Actionable Dashboards

Turn complex data into clear, decision-ready insights

Holistic Portfolio View

Move beyond asset classes to manage risks and objectives in one integrated framework

Mandate-Driven Targets

Translate client goals into measurable return, impact, and risk metrics

Limit Monitoring

Detect mandate breaches instantly and act before risks escalate

Exposure Heatmaps

Visualize concentrations across regions, sectors, and factors at a glance

Integrated Sustainability

Incorporate ESG and impact objectives directly into portfolio steering

Scenario Comparison

Evaluate alternative allocations and compare outcomes with confidence.

Dynamic Allocation Insight

Align every investment decision with long-term portfolio goals

Four-Eyes Governance

Strengthen control with built-in review and approval workflows

Actionable Dashboards

Turn complex data into clear, decision-ready insights

Holistic Portfolio View

Move beyond asset classes to manage risks and objectives in one integrated framework

Limit Monitoring

Detect mandate breaches instantly and act before risks escalate

Integrated Sustainability

Incorporate ESG and impact objectives directly into portfolio steering

Dynamic Allocation Insight

Align every investment decision with long-term portfolio goals

Actionable Dashboards

Turn complex data into clear, decision-ready insights

Mandate-Driven Targets

Translate client goals into measurable return, impact, and risk metrics

Exposure Heatmaps

Visualize concentrations across regions, sectors, and factors at a glance

Scenario Comparison

Evaluate alternative allocations and compare outcomes with confidence.

Four-Eyes Governance

Strengthen control with built-in review and approval workflows

Request a demo

Total Portfolio Management

Setup TPM Client Targets

Define portfolio objectives directly from the client mandate. Translate strategic goals into measurable return, impact, and risk targets to continuously monitor alignment and signal deviations.

19%

Additional conversions registered after usage

Total Portfolio Management

Breaches & Limits Monitoring

Stay in control with automated portfolio limit monitoring. Detect breaches early and take action proactively to remain compliant with mandates and regulatory requirements.

Total Portfolio Management

Identify Exposures

Gain instant clarity on concentrations across regions, sectors, and factors. Heatmaps and visual insights reveal risks, outliers, and hidden imbalances.

Total Portfolio Management

Reporting & Decision Support

Receive actionable insights and scenario comparisons to support better investment decisions. TPM empowers managers with data-driven guidance while retaining full flexibility.

Total Portfolio Management

Review Transactions & Mandates

Ensure governance with built-in four-eyes review workflows. Verify manual inputs and system outputs before approval to strengthen oversight and reduce operational risk