Using technology in asset management
At a time when information is plentiful and flows quickly, we are taking the lead by implementing our culture of technology to monitor markets constantly and react quickly to market dynamics. That’s where the opportunities lie.
Through our research, we’ve developed our own powerful and robust market intelligence (MI) tool. We’ve integrated all the necessary data into our infrastructure so we can optimize our portfolio management services, our risk control and the returns that we provide. To achieve this goal, we’ve brought together a multidisciplinary team of experts who are proficient in financial modelling and data analysis.
Nautilus, our market intelligence tool, is highly effective and enhances our decision-making process. It performs in-depth analysis of more than 750 issuers and 30,000 securities on the Canadian, American and European markets including bonds, stock options, common shares and preferred shares. By breaking up market partitioning, our technology synthesizes information so that we can quickly assess the intrinsic value of securities and identify the best potential return opportunities. Furthermore, this technology incorporates the issuing companies’ ESG scores, which allows our portfolio managers to invest in companies that are both environmentally and financially sustainable and have strong governance standards that are aligned with our convictions.
High efficiency - operational intelligence
Our company is firmly committed to setting new standards through a sustained effort. Our technological expertise allows us to grow our operational capacity, which is why we’ve developed an operational intelligence (OI) tool.
This tool incorporates data from various sources, whether they’re external market data providers or our own internal systems. Our operational intelligence technology has powerful analytical capabilities to mine and understand the data, allowing us to create interactive dashboards. Access to accurate and up-to-date information makes it possible to understand past performance, assess risk, generate reports and verify regulatory compliance. We believe that strong operational efficiency ensures that the firm’s processes are carried out precisely and reliably. This means that transactions are processed correctly, data are entered exactly and reports are accurate, among other things. Precision and reliability are key to portfolio management. By streamlining processes, our investment managers save time and improve the overall efficiency of their operations.
Strategies are implemented and carried out quicker. Investment processes are put in place clearly, thereby reinforcing fiduciary aspects.