Closed pension funds and RPPs - Economatica | A powerful investing platform for reaching the top.

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The most complete platform for an in-depth evaluation of your investments

The Economatica platform is the most complete, quickest and simplest way to establish fund and manager rankings for better decision-making. The system enables foundation managers to obtain more consistent information in order to better evaluate the results of each of their assets. Data for funds 3792 and 3922 available centrally. Asset rental metrics with the best market coverage.

SPECIFIC SOLUTIONS

The platform most used by Closed Pension Funds

Fund and manager analysis

The system makes it possible to create rankings, automatically calculating what the portfolio's performance would have been and generating the performance of managers and/or funds, in order to monitor those that have shown the best results. Templates can be saved, allowing them to be updated at any time, according to the parameters selected by the investment manager, such as those that comply with resolutions 3722 or 3792 of the National Monetary Council.

Creating composite benchmarks

By composing indices and projections, it is possible to create and define composite benchmarks, allowing the investment manager to gauge the performance of their portfolio against the benchmark determined. Just like all the data and variables in the system, the composite benchmarks created by the user can be stored in the form of indexes for later use, and these will be constantly updated by the system.

Portfolio simulation

Allows you to simulate investment portfolios and identify the assets with the highest and lowest contribution over given periods. The simulator also allows assets to be rebalanced on various dates, calculating what the portfolio's performance would have been automatically and generating historical reports with performance, risk and graphs of the portfolio already generated.

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 investments

The best and most complete platform for an in-depth assessment of your investments.