Consolidating Portfolio Data for more               Investment Overview and Risk                                          ...
About the Latin Investors Summit 2013  The   Investment        Network        –                                           ...
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Consolidating Portfolio Data for more Investment Overview and Risk Controlling - Interview: Urs-Peter Oehen, Expersoft Systems. - Latin Investors Summit


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An interview with: Urs-Peter Oehen of Expersoft Systems, a vendor of Portfolio and Wealth Management platform solutions, presents its solutions at the marcus evans Latin Investors Summit 2013 on the Consolidation of Portfolio Data as the key for strategic Asset Allocation, Risk Controlling as well as resulting investment decisions and high sophisticated client reporting.

Join the 2015 Latin Investors Summit along with leading investors and global asset managers in an intimate environment for a focused discussion of key new drivers shaping institutional investment strategies today.

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Consolidating Portfolio Data for more Investment Overview and Risk Controlling - Interview: Urs-Peter Oehen, Expersoft Systems. - Latin Investors Summit

  1. 1. Consolidating Portfolio Data for more Investment Overview and Risk including non bankable assets, like real possible loss during that day. The estate, artworks, private equity and measurements that have been put in bankable investments, like stocks and place will then follow the potential risk bonds, into a consolidated report. on an investor’s chosen asset allocation. Risk can be analyzed for the present This can help investors identify which and the future, helping to avoid asset classes lead to earnings and by investments that may not perform as how much. well. Reporting can then be done on a daily Technology provides a great opportunity basis in order for the current situation to stay in a daily or near time control of to be known and for actions to be the consolidated investments of the planned if certain changes in the family office or another wealthInterview with: Urs-Peter Oehen, investment environment occur. management organization.Co-Founder, Chairman and ChiefE x ecu t i v e O ffi c er , E x p ers o ft If family offices choose to do thisSystems. process by themselves, they will need software that shares the same interfaces as their depository banks. AWealth Management Software Suites lot of time is saved on manual input ascan be used to consolidate data can be transferred directly into ainvestments into one report, so that consolidated investment portfolio. Technologythe performance of each asset class canbe shown, says Urs-Peter Oehen, What strategic growth advantagesCo-Founder, Chairman and Chief do these solutions offer?Executive Officer, Expersoft Systems.Risk Management can be improved byputting measurements in place to followthe risk of a chosen asset’s allocation, The preservation of wealth in uncertain times and the growth of wealth over the middle and long-term are strategic can set a clearerhe goes on to say. goals within each family office. Using a standardized software solution for theFrom a vendor of Portfolio and Wealth necessary business processes within theM a n a g e m e n t p la t f o r m s o l u t io ns Portfolio and Wealth Management is theattending the upcoming marcus evansLatin Investors Summit 2013, inPanama City, Panama, February 25-26, key to reach the strategic goals of the family office. picture of currencyUrs-Pe ter Oehen discus ses how Based on a general ledger and trustedtechnology provides the possibility for accounting practices, this solution offersFund Managers to control their single a daily risk and performance control ofinvestments with a look through for a the investments done. Straight-throughclearer picture of the Fund’s real assetallocation, the performance andassociated risk. processing and electronic order management help to reduce cost and booking errors. exposureHow can innovative software How can technology minimize risksolutions help Latin investors in a diversified portfolio?increase returns? Daily tracking and hedging againstA modern Portfolio Management System market developments can determine thecan consolidate an investor’s wealth value at which assets are at risk and the
  2. 2. About the Latin Investors Summit 2013 The Investment Network – This unique forum will take place at the Trump Ocean Club, Panama City, Panama, marcus evans Summits group February 25-26, 2013. Offering much more than any conference, seminar or trade delivers peer-to-peer information show, this exclusive meeting will bring together esteemed thought leaders in private on strategic matters, professional wealth management and market leading asset and fund managers for a highly trends and breakthrough focused and interactive networking event. The Summit includes presentations on innovations. regulatory and judiciary environmental effect on asset allocation and expanding opportunities in real estate, tourism and infrastructure. Contact Please note that the Summit is a Maria Gregoriou, Journalist, marcus evans, Summits Division closed business event and the number of participants strictly Tel: + 357 22 849 400 limited. Email: For more information please send an email to All rights reserved. The above content may be republished or reproduced. Kindly inform us by sending an email to press@marcusevanscy.comAbout Expersoft SystemsExpersoft Systems provides leading-edge software solutions and services for family offices, private and retail banks, assetmanagers and brokers. Offering quality solutions for over 20 years, Expersoft is a trusted leader in Portfolio Management software.Today, Expersoft’s cutting-edge offering provides its customers with unrivalled capabilities to analyze, strategize, implement andcontrol investments in one flexible, integrated, and easy-to-use environment.www.expersoft.comAbout marcus evans Summitsmarcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discussstrategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity toindividually tailor their schedules of keynote presentations, think tanks, seminars and one-on-one business meetings.For more information, please visit: www.marcusevans.comUpcoming EventsEuropean Pensions & Investments Summit - www.epi-summit.comPrivate Wealth Management Summit (North America) - www.privatewealthsummit.comTo view the web version of this interview, please click here: