PRE-TRADE INVESTMENT STRATEGY IMPACT ANALYSIS

Master the financial and non-financial impact of investment strategies before you act.

 

Investment decisions rarely affect a single dimension of a portfolio. A strategy that improves performance may also alter asset allocation, affect ESG objectives, impact figures or create compliance issues.

One strategy. Multiple impacts.

Before implementing an investment strategy, investment teams need to understand how it may affect:

  • Financial figure
  • Strategic asset allocation 
  • ESG indicators and sustainability objectives
  • Accounting 
  • Regulatory and compliance requirements

Beyond impact analysis, portfolio managers need scenarios that reflect their own investment framework. Understanding the impact of a decision is only the first step. The real challenge is evaluating and validating investment strategies within a comprehensive and controlled framework.

 

Investment strategy hexagone

 

TURNING INVESTMENT INTENTIONS INTO INFORMED DECISIONS

 

AMINDIS enables investment teams to test, compare and validate multiple scenarios based on real-time portfolio positions.

Whether adjusting allocations, rebalancing portfolios or defining target allocations, users can instantly evaluate the impact of their decisions before execution.

AMINDIS provides a consistent analytical view of portfolio holdings, helping ensure that investment scenarios are assessed against the same underlying positions and data.

 

 

    1. CURRENT POSITION

    Build a comprehensive view of the current portfolio

    AMINDIS provides a real-time analytical view of portfolio holdings, ensuring that every perspective remains aligned with the latest portfolio positions.

    Understand the current portfolio through multiple analytical dimensions tailored to the organization's needs. Beyond traditional classifications such as sector or country, portfolio holdings can be organized using duration buckets, CIC classifications, accounting structures, risk buckets or any organization-specific investment criteria.

    2. INVESTMENT STRATEGY

    Simulate multiple investment scenarios

    Explore different investment strategies by adjusting target allocations manually to test specific investment convictions, tactical reallocations or portfolio restructurings.

    Alternatively, optimization algorithms can automatically generate target portfolios based on different investment objectives, including both financial and non-financial considerations.

    3. IMPACT ANALYSIS

    Measure the financial and non-financial impacts

    Assess how proposed allocation changes may affect portfolio indicators before implementation.

    Chosen strategies are evaluated through a configurable analytical framework capable of recalculating financial and non-financial indicators in real time.

    Multiple scenarios can be compared side by side, enabling investment teams to understand the expected consequences and trade-offs associated with each strategy.

    4. CHECK CONSTRAINTS

    Verify investment and regulatory constraints

    Evaluate preferred strategies against investment guidelines, regulatory requirements and organization-specific governance frameworks.

    Constraint breaches are identified immediately, quantified and traced back to the positions responsible for the violation, allowing portfolio managers to iteratively refine strategies while maintaining compliance with internal policies and regulatory requirements.

    5. INVESTMENT DECISION

    Select the optimal strategy and execute

    Once a strategy has been approved, target portfolios are automatically translated into executable instructions.

    Orders can be grouped according to dealing structures, broker routing rules and execution workflows, ensuring consistency between investment decisions and operational processes. Full traceability is maintained between the original investment decision, generated orders and final portfolio implementation.

 

 

 

AMINDIS enables portfolio managers and investment teams to design, compare and validate investment strategies, assess their impact and transform them into executable orders within a single integrated framework.

 

 

KEY BENEFITS

 

    better investment decision icon

    BETTER INFORMED INVESTMENT DECISIONS

    By understanding expected outcomes, organizations can improve the consistency, transparency and quality of investment decisions across portfolios.

    risk & compliance icon

    ENHANCED RISK & COMPLIANCE CONTROL

    Early identification of potential breaches reduces execution risk, strengthens compliance oversight and ensures that investment decisions remain aligned with internal policies and external obligations.

    operational efficiency icon

    GREATER OPERATIONAL EFFICIENCY

    Bring portfolio analysis, strategy simulation, impact assessment, constraint validation and order generation together in one single decision framework.

 

 

 

EXPLORE MORE: RELATED TOPICS

 

    Front office

    Explore how investment teams design strategies, analyze impacts, validate constraints and transform decisions into executable orders.

    Learn more

    Client Portal

    Provide clients, business users and decision-makers with configurable dashboards, portfolio reporting and self-service analytics based on real-time portfolio data.

    Learn more

    Compliance

    Validate portfolios against internal policies, regulatory requirements and governance frameworks through integrated pre-trade and post-trade controls.

    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. 

PMS
PMS

 

 

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TAKE THE NEXT STEP

Ready to transform investment ideas into informed decisions?

Design, compare and validate investment strategies within a single framework. Assess their impact across financial and non-financial indicators, verify compliance with investment constraints and automatically generate executable orders. Empower investment teams to move from analysis to execution while maintaining full transparency, governance and control.

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