MASTER YOUR BUDGET FORECASTING


Budget forecasting is a mission-critical for asset owners—especially when investments represents the majority of the balance sheet. 

To be effective, your forecasts must be solid, strategic, flexible, and defensible. That means: 

  • Anticipating the company’s key monitoring indicators, such as market value, P&L, accounting value, and return

  • Testing the impact of reinvestments or disinvestments on future outcomes

  • Delivering clarity to investment committees with consistent figures, meaningful comparisons, and actionable insights. 

This can't be achieved with spreadsheets or siloed tools. You need a single, transparent, fully integrated modeling environment—bringing together all your data, models, and assumptions in one place.

 

 

FROM BUDGET FORECAST TO STRATEGIC DECISION-MAKING

Turn your budget forecast into a strategic decision-making tool.

AMINDIS empowers you  with a transparent, flexible, and fully integrated modeling environment—so you can simulate scenarios, test strategies, and deliver clear, reliable projections with confidence.

ERM budget forecast process


Initialization: Initialize all data needed for the simulation (holdings, security indicators, ...).


Economic scenario generation: Generate projections and values of risk factors, taking correlations into account.


Financial instrument valuation: Calculate selected indicators (theoretical market value, accounting value, ...) under simulated conditions using risk factor values. 


Investment strategy: Use instrument indicators to apply scenarios, reallocate the portfolio, and factor in new cash flows and investment policy. 


Portfolio evolution: Track reallocations, create and update new positions, and monitor changes in exposures over time. 


Results: Store, compare, and share outputs instantly via dashboards or the Client Portal. 
 

Each step in the simulation workflow is supported by robust features that make your budget forecasting faster, more accurate, and easier to manage.
 

KEY STRENGTHS THAT SET AMINDIS APART

    INTEGRATED & READY-TO-USE DATA

    Stop wasting time on manual extractions or reconciliations. The simulation engine is natively embedded in the AMINDIS platform, giving you instant access to all investment data—positions, cash flows, valuations—from every analytics module. External sources integrate seamlessly for a complete and consistent starting point. 

    EQUATION-BASED LOGIC, FULL CONTROL

    Define and refine your models directly—no IT, no black boxes. Our equation-based engine comes with a rich library of reusable calculation functions. Every change is tracked, every assumption transparent, ensuring your models reflect your strategy. 

    CONTEXT-AWARE SIMULATIONS

    Each run adapts automatically to the chosen context—risk factors, financial instruments— generating execution code on the fly. Stochastic (Monte Carlo simulation) and dynamic generation allows you to explore multiple trajectories for richer, more realistic outcomes. 

    MULTIPLE COMBINED SCENARIOS

    Model several scenarios at once—adjusting interest rates, spreads, FX, productions levels,...—within a consistent framework. Compare complex situations side by side, and see the impact on your portfolios instantly. 

    BUILT FOR CONTINUITY

    All simulations are fully historized, so you can replay, adjust, or compare across planning cycles without starting from scratch. This ensures transparency and accountability in every decision. 

    INSTANT & ACTIONABLE OUTPUTS

    Results are immediately available in dashboards, reports, or your Client Portal. Intermediate and final outputs can be visualized, exported, or integrates directly into your financial and performance reporting. 

 

 

 

STRATEGIC BENEFITS FOR BUDGET FORECASTING

 

INVESTMENT STRATEGY CONTROL

Strengthen decision-making with clear, simulation-based insights.

SAVE TIME

Reduce manual work and speed up forecasting cycles through integrated automation.

TAILORED MODELING

Select and adapt models to match specific business needs with ease.

 

EXPLORE MORE: RELATED TOPICS

    Solvency II

    Automate capital requirement calculations and QRT reporting with AMINDIS Solvency II. Simulate scenarios, apply strategies, and ensure full transparency with equation-based logic and integrated auditability.

    Learn more!

    Asset & liabilities management

    Align asset and liabilities with precision using AMINDIS ALM. Simulate scenarios, test strategies, and gain clear insights through a fully integrated modeling environment. 

    Learn more!

    Performance

    Ensure accurate and consistent performance with AMINDIS. From daily returns to complex instruments and benchmark comparisons, every detail is fully configurable and transparent. 

    Learn more!

 

 

 

FROM INSIGHT TO IMPLEMENTATION: EXPLORE THE RIGHT MODULE

These modules form the core foundation to help you implement your processes efficiently and with precision.
Enterprise risk management module for asset owners

 

 

READY TO ELEVATE YOUR FORECASTING PROCESS?

Still relying on static model or fragmented data for your ERM projections? It's time to shift to a more transparent, accurate, and operationally efficient approach. 

Get in touch with us to discover how AMINDIS' ERM solution can transform your budgeting and simulation workflows. 

 

 

 

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