MAXIMISING ASSET YIELD STARTS WITH HAVING THE RIGHT TOOLS IN PLACE

Fund managers are increasingly faced with greater oversight and complexity when executing a fund’s investment strategy. Ensuring compliance is an essential requirement for any fund to maintain the trust and confidence of investors.

Investor Confidence Is Number One

With CS Lucas, fund managers now have a professional tool to automate manual processes and monitor compliance with investment policies and rules. Complex compliance rules set by clients can be easily and accurately implemented within the system. Controls can be pro-actively reviewed and trades actively monitored.

Execute More Informed Decisions

Past performance is captured within the system, providing fund managers with an efficient way to analyse and evaluate information for portfolio allocation. Investment decisions can then be translated into trades and orders that can be managed within the system.

As the CS Lucas solution is fully auditable and you also build up the trust and confidence of your clients in how the portfolio is being managed.

Key features: