Product
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Solutions
Company
Portfolio Management
Maintain strategic consistency across investment portfolios.
Masttro’s Portfolio Management module solves the challenges of investment drift and non-compliant exposures. It establishes a range of parameters to ensure that Investment Policy Statements and strategies are being implemented.
"Clients value how it solves the pain points of investment drift and non-compliant exposures."
— Masttro Team
Key features
Portfolio Management
Streamline IPS (Investment Policy Statements) and strategy management. Monitor and rebalance your portfolios to comply with investment frameworks. Setup custom benchmarks.
PMC allows users to monitor, mitigate risks by setting up investment profiles, limits, restrictions and diversification policies allowing for investment portfolios to be in line with their risk tolerance and goals.
Get a holistic view of accounts, parameters, investment policies and strategies
Manage investment policies, including exposure, diversification, restrictions, and risk profiling
Configure targets by asset class, security type, and security
Create user-defined, blended benchmarks
Create model portfolios using specific securities
Set risk tolerance to specific aspects
Create allocation models, with custom characteristics (sector, credit ratings, etc)
Intuitive investment dashboard
Provides a holistic view of accounts, parameters and the assigned investment policies and strategies.
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Easily manage investment policies
Define investment requirements, including maximum exposure, diversification policies, investment restrictions, and product risk profiling.
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Assign targets, set benchmarks
Configure centralized investment targets by asset class, security type, and security. Create user-defined, blended benchmarks.
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Create model portfolios, limit risk
Create models using specific securities with a target allocation for each. Set limits on the level of exposure (risk tolerance) to specific aspects.
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Allocation models
Create a portfolio made up of assets with certain characteristics (e.g., assets with exposure to X sector, with at least X credit rating).
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