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Generating intelligence for investment decision makers Generating intelligence for investment decision makers
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The gateway to swifter investment decisions
The challenges of an investment business. How to distil and transform all the available data and formulate an investment strategy? How to ensure investment intelligence is preserved so that it becomes active, is not overlooked and can be shared across the business or with clients? How to generate efficiencies, robustness and consistency in investment and economic analysis?

StrategyEngine has been designed to meet these challenges.

This platform for developing and presenting investment strategies can be used by the investment manager, strategist, economist or analyst involved in equity strategy, asset allocation, fixed interest and economics. It facilitates sharing of information and ideas amongst investment professionals.

A small insight into the capabilities of StrategyEngine Identify key drivers of assets, sectors, interest rates, stocks Event impact studies Identify extremes, trend changes, patterns Build models and investigate scenario sensitivities
Correlation analysis Establish watches/alerts/monitors
Build chart packs and presentations Maintain notional portfolios Create decision trees Rank stock, sector, asset class performance under different conditions

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Distilling information throughout the investment team and the business

StrategyEngine allows intelligence to be stored and shared within teams and across the business, ensuring that intellectual capital is maintained within the business, is universally accessible and easy to locate.


Wide range of analytical tools & techniques Intelligence warrants action

StrategyEngine’s range of analytical tools and techniques enables fast and easy manipulation of data. The software allows investment professionals to investigate, test and discover rules and relationships, develop models and establish triggers for action. Whether linked to existing data sources or to data supplied by Heuristic Investment Systems, investment intelligence is automatically updated and preserved

 

Intelligence warranting action is brought to the attention of investment professional’s through a system of alerts, scans and monitors, ensuring that data does not sit passively within the software and valuable information is not be overlooked or ignored.
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