Amiral Gestion, an independent management company managing more than €3.7 billion for institutional investors, private banks, family offices and individuals, has selected CACEIS and its OLIS Performance tool to facilitate the management of its funds' investment strategy.
OLIS Performance, a module of CACEIS's OLIS web portal, offers institutional investors and asset managers performance and risk monitoring data on their financial portfolios. The data collection process with controls operated at each stage is fully integrated and automated all the way to final reporting. Clients thus benefit from analysis tools for performance measurement, asset allocation analysis, contribution analysis, breakdown of performance by asset, and risk analysis.
Benjamin Biard, Deputy CEO of Amiral Gestion, stated “OLIS Performance provides access to a wide range of dynamic reports and indicators that are a reliable and relevant source of information. We are very satisfied with this solution, which we have extended to the majority of our funds.”
Joe Saliba, CACEIS Deputy CEO of CACEIS commented, “We are delighted to strengthen our partnership with Amiral Gestion. With OLIS Performance, an innovative online reporting tool, our clients have a turnkey solution for efficient management of their investment processes and risk exposure.”