For more information contact: emailus@marcusevans.com 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. For more information contact: emailus@marcusevans.com

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 wealth
Interview with: Urs-Peter Oehen, investment environment occur. management organization.
Co-Founder, Chairman and Chief
E x ecu t i v e O ffi c er , E x p ers o ft If family offices choose to do this
Systems. process by themselves, they will need
software that shares the same
interfaces as their depository banks. A
Wealth Management Software Suites lot of time is saved on manual input as
can be used to consolidate data can be transferred directly into a
investments into one report, so that consolidated investment portfolio.
Technology
the performance of each asset class can
be shown, says Urs-Peter Oehen, What strategic growth advantages
Co-Founder, Chairman and Chief do these solutions offer?
Executive Officer, Expersoft Systems.
Risk Management can be improved by
putting measurements in place to follow
the 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
clearer
he goes on to say. goals within each family office. Using a
standardized software solution for the
From a vendor of Portfolio and Wealth necessary business processes within the
M 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 the
attending the upcoming marcus evans
Latin Investors Summit 2013, in
Panama City, Panama, February 25-26,
key to reach the strategic goals of the
family office. picture of
currency
Urs-Pe ter Oehen discus ses how Based on a general ledger and trusted
technology provides the possibility for accounting practices, this solution offers
Fund Managers to control their single a daily risk and performance control of
investments with a look through for a the investments done. Straight-through
clearer picture of the Fund’s real asset
allocation, the performance and
associated risk.
processing and electronic order
management help to reduce cost and
booking errors.
exposure
How can innovative software How can technology minimize risk
solutions help Latin investors in a diversified portfolio?
increase returns?
Daily tracking and hedging against
A modern Portfolio Management System market developments can determine the
can consolidate an investor’s wealth value at which assets are at risk and the

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.
www.latininvestorssummit.com
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: press@marcusevanscy.com
For more information please send an email to info@marcusevanscy.com
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About Expersoft Systems
Expersoft Systems provides leading-edge software solutions and services for family offices, private and retail banks, asset
managers 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 and
control investments in one flexible, integrated, and easy-to-use environment.
www.expersoft.com
About marcus evans Summits
marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss
strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to
individually tailor their schedules of keynote presentations, think tanks, seminars and one-on-one business meetings.
For more information, please visit: www.marcusevans.com
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To view the web version of this interview, please click here: www.latininvestorssummit.com/UrsPeterOehen