Automate the entire investment management process, from asset allocation and portfolio construction to performance measurement and risk management.

Manage investments with BPM

BPM for investment management is the process of using technology to automate and optimize the management of investments. It can help firms to make better decisions about where to invest their money, how to monitor their portfolios, and how to allocate their resources.

In addition, BPM can be used to integrate data from multiple sources and to provide a comprehensive view of the investment landscape.

Benefits of outsourced investment management

Here’s how BPM can help your investments:

Improved performance

Measure the performance of portfolios of investments. Identify underperforming assets and make adjustments to your portfolios.

Greater efficiency

Automate the entire investment management process, from asset allocation and portfolio construction to performance measurement and risk management. Save time and improve the efficiency of your operations.

Enhanced decision-making

Integrate data from multiple sources and get a more complete picture of the investment landscape. Make better decisions about where to invest your money, how to monitor your portfolios, and how to allocate your resources.

Improved risk management

Monitor and manage risk in portfolios of investments. Avoid losses and protect your assets.

Improved customer satisfaction

BPM can help you provide a better experience for your clients by automating the investment management process and providing a more complete view of the investment landscape. This can lead to improved customer satisfaction and increased business.

Cost reduction

Outsource your investment management process to a BPM provider. Reduce your costs and improve your bottom line.

Core BPM functions for investment management

The functions that can be performed by BPM in investment management include:

Asset allocation

Allocate assets across different asset classes and sectors. Optimize your portfolios and achieve your desired level of risk exposure.

Portfolio construction

Build portfolios that are well-diversified and aligned with your investment objectives.

Performance measurement

Monitor the performance of your portfolios and identify areas for improvement.

Risk management

Mitigate risk through comprehensive monitoring and analysis. Identify potential threats to your portfolio and take measures to protect your investments.

Data management

Integrate data from multiple sources and provide a comprehensive view of the investment landscape.

Reporting

Generate reports that are customized to your needs.

Compliance

Ensure compliance with up-to-date regulatory requirements.

Cost management

Reduce the costs associated with managing your investments.

Our investment experts at Ascension International are committed to providing the highest quality of service to our clients. Contact us today to learn more about how we can help you to improve your investment management process.