Web platform
Economatica Platform
Robust and accurate historical data for sound and secure decisions.
Support fund analysis, manager due diligence, ALM, committee reports and investment governance controls for EFPC and RPPS, with regulatory references aligned to your regime.
When every analyst recalculates limits in a spreadsheet and reports to the board run late, the regulator pushes back. Start with the problems, not the tools.
How do I evaluate outsourced managers every month?
Performance, mandate adherence, drawdown and ANBIMA class. Platform + Add-in + APIs support the assessment of funds and managers with performance, class, risk, and history data.
Does my portfolio follow the governance controls required under the applicable regulation?
Limits by segment, issuer and manager, with consistent data to support internal monitoring. APIs + Data Feed support internal governance controls; regulatory validation should be done by the entity and its legal advisors.
Are my assets matched with the actuarial liability?
Yield curves, historical series, and data to feed the entity's ALM models. Excel Add-in + APIs + Data Feed feed the ALM model with consistent and traceable data.
Does my report to the committee and sponsor go out on time?
Performance, limits, attribution and benchmarks in a single PDF. Platform + Add-in enable user-generated exports and reports to support committee and board meetings.
Does my history have traceable sources to support audits?
Adjusted NAV, ANBIMA class, performance fee, traceable source. Economatica delivers 40 years of history, supporting the organization of data and evidence for internal reviews and audits.
You don't have to buy every product on day one. Start where it hurts the most, and the stack grows organically as the team relies on the Economatica base.
It's not a closed bundle: you build the stack around the bottleneck that's burning. Most clients enter through Platform + Add-in and add APIs and Data Feed as limit monitoring plugs into the internal system.
Manager due diligence, performance and attribution for the entire investment team.
Native functions that pull yield curves, NAVs and historical series directly into the ALM model.
Data Feed and integrations available on request can feed internal systems, subject to viability, to support governance controls and limit monitoring.
Monthly factsheet for the board, governance reporting and traceable PDF materials, by product/contract.
Book a call and design with our team the right Economatica stack for due diligence, limits and ALM.
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