ORS Solutions for Finance

RAMS Suite - Risk&Asset Management Studio

ORS offers a range of highly sophisticated tools to support financial professionals at every level. From portfolio optimization to risk management, asset allocation and financial planning, ORS empowers its clients to make the most of the market.

Optimization

The RAMS suite offers a wide range of optimisation models to tackle the challenge of Asset Allocation and portfolio selection (stock picking). Building on classic mean/variance models, RAMS allows users a flexible approach, where they can focus on specific factors and minimise risk. RAMS includes sophisticated and cutting-edge optimisation models, such as the Black/Litterman model or the minimisation of CVaR.

Risk

To achieve results, portfolio managers need to understand the potential impact of investment choices. With ORS’ sophisticated applications, portfolio managers have complete performance attribution and risk evaluation tools to help them understand their broad range of considerations: whether they’re looking at a group of portfolios or a single financial instrument.

Performance

The performance module by ORS allows in a powerful and efficient way to implement the methodologies and the representation schemes more suitable to one’s own system. The programme uses a number of calculation models, including Time Weighted, Money Weighted and Internal Rate of Return, and of performance parameters, which apply to every level of portfolio, manager, area aggregation, with the possibility of comparing with the benchmark. This tool allows an analysis with the factorization up to the detail of the performance of a single asset.

Relationship

In the arena of the private portfolio management, it is more and more important for a manager responsible of relationship having all information referring to a specific customer in a definite area.

Insurances, managed portfolio, administered portfolio, current accounts and even debts can all be viewed in the same financial position. Further supplementary information such as risk profile, personal interests and investment obligations allow supplying the most advantageous consultancy.

Reporting

Results obtained from ORS applications can be quickly and easily printed in high-quality, easy-to-read format (as PDF files) – helping clients to review and understand information. In addition, ORS offers DART, a highly-flexible, easy-to-use tool for producing professional, customised reports of varying complexity.

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