Cogendi Analytics

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Overview

Cogendi is a developer and provider of bespoke portfolio and investments analytics solutions to the multi asset management market, through it's flexible and customisable Cogendi Analytics product.

Key Features

Transactional portfolios and portfolio modeling ✓ Multi Asset classes and currencies ✓ Aggregation by manager,families,individuals,bankaccounts+ ✓ Modelisation,carve-­‐out,optimisation ✓ investments,exposures and Risk analysis ✓ Performance contribution and attribution ✓ Comprehensive and highly customisable reporting

Quantitative analysis (portfolios & investments) ✓ Performance,risk and standard statistics ✓ Peer group analysis ✓ Investment challenge workflow ✓ Standard and personalised time series ✓ Series distributions ✓ Personalised charting

Investment research ✓ Full investment details tracking ✓ Investments lists management: private/public lists,watch-­‐lists+ ✓ Standard and personalised profiling ✓ Comments, meeting notes, memos ✓ Flexible due diligence

Marketing & Sales ✓ Investors knowledge, profiling ✓ Portfolios performance ✓ Products proposals ✓ Subscripton/Redemption history

Reporting & communication ✓ One click reporting ✓ Multiple output:Pdf,Excel,word,web ✓ Fully customisable reporting ✓ Accessible on any device

Key Benefits

We give you what you need

We employ both our understanding of your requirements, and our expertise to deliver a solution that complements your business. We offer the most flexible open solution in this market space.We meet expectations of standards (Gibbs), rigour (Dietz), compliance.

 We deliver fast and efficiently for you

We offer a responsive, transparent, and no bureaucracy approach; you will pay only when you are in production and our contracts are flexible. We have a strong track record of working closely with our customers and creating effective relationships.