Fund manager - Economatica | A powerful investing platform for reaching the top.

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The first choice for more comprehensive research and analysis and better decision-making in the fund market

The Economatica platform allows users to follow the fund industry in its entirety and from various angles, exploring in detail the composition of portfolios down to the last level, using a consolidated database based on the merger of official information. With the tool, it is possible to extract extremely detailed information, draw up comparative studies, establish rankings and create benchmarks, among the many possibilities offered. The management, commercial, back office, risk and market intelligence areas all use the same platform with extremely high performance.

Specific Solutions

The most used and preferred platform for fund managers

Detailed information extraction

Monitoring of funds, serving various areas, management, commercial, backoffice and others. The system provides the analyst with all the necessary information provided by the fund managers and their administrators - the CVM and ANBIMA - and allows the user to extract extremely detailed information, using specific parameters to improve the analysis carried out. The vast majority of our tools are equipped with customizable parameters to better meet the needs of each client.

Asset mapping

A powerful tool for monitoring fund portfolios. It allows the user to analyze the portfolios of 100% of CVM 555 funds and determine direct and indirect positions.

Slide customization

Pre-prepared sheets with various fund profiles (Equities, Multimarket, Fixed Income, Credit, among others) can be customized according to the needs and standards defined by the manager.

They can also use Excel spreadsheets with automatic links (Add-in) to prepare the sheets or monitoring reports.

POSSIBILITIES

More ease, intelligence and depth to support your analysis

The tool that revolutionizes data

A powerful Data Mining platform, constantly fed with information, which allows the user to manipulate a large volume of data, create insights, make advanced simulations, generate reports, compare assets to support analysis, project scenarios and make better decisions.

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INFORMATION IS POWER

Everything Economatica brings you

Easy access

Economatica is a fast, sophisticated and user-friendly web platform for fundamental and qualitative investment research. The platform can be accessed from any computer or tablet connected to the Internet, facilitating interaction with the analyst and their client. Your reports, slides and analyses are in the cloud, available to you at any time.

Customization

A powerful reporting system that allows you to create customized company/industry tables and risk & performance portfolios that can be easily distributed internally or to clients.

Analytical modules

The Discounted Cash Flow (DCF), Markowitz portfolio optimization and Long and Short modules, among others, have been designed following the highest international academic recommendations, as well as the experience of market professionals.

Historical series

The modules on Discounted Cash Flow (DCF), Markowitz portfolio optimization, Long and Short, among others, were designed following the highest international academic recommendations, as well as the experience of market professionals.

Data export

The Discounted Cash Flow (DCF), Markowitz Portfolio Optimization, Long and Short and other modules have been designed following the highest international academic recommendations as well as the experience of market professionals.

Indispensable for research and analysis

The first choice for more comprehensive research and analysis and better decision-making in the fund market.