COGENDI to deliver a comprehensive vision for Sovereign funds

21 September 2012

Cogendi delivers to the board of a sovereign fund a comprehensive analytical vision of its investments.

Following discussions with the customer and drawing on its expertise in the asset management business, Cogendi was quickly able to gain a clear picture of the needs of the sovereign fund and proposed a solution which responded point by point to each of their requirements. The solution was delivered in just a few weeks.

The solution Cogendi puts in place enables this customer to access updated and structured information to facilitate informed decisions about its investments. Based on a hyper detailed analysis of the global investment portfolio, consolidated on the basis of any set of criteria (classes of regional assets, sectors, etc), Cogendi has set up a platform capable of providing instant information in a clear and relevant manner.

This sovereign wealth fund now has a fully automated solution which can consolidate thousands of assets and hundreds of accounts and that can manage every type of asset class. The connection of the platform to their back-office enables new transactions to be incorporated into the system. Cogendi has configured the platform to enable it to value portfolios, calculate positions, exposures and risks according to criteria relevant for this sovereign wealth fund. The customer can also change or add its own parameters to deal with any new issues that may arise in the future.

The sovereign fund now has a solution that saves them a considerable amount of time: a comprehensive 50 page report on the fund's investments can be generated in just a few seconds today against several weeks of tedious work previously.

This is a brief overview of what Cogendi’s solution can do. Building on this first brick, Cogendi has since progressively added new features, analysis and reporting for this sovereign fund.

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