The Investment Decision Process
HOLT can provide the tools and insights to support the critical parts of the
investment decision process
. HOLT provides tools and insights for the entire process
Enhancing the Process:
Identify Macro Themes, Trends, and Aggregate Insights
Credit Suisse HOLT aggregates at the sector or regional level to provide economic return and DCF valuation insights. This helps in sector or regional allocation decisions, strategic or tactical investing strategies, and sensitivity analyses.
Generate Ideas Through Screens and Scorecards
The HOLT™ Valuation product provides screening and scoring models using proprietary and traditional financial metrics. These tools facilitate quick and consistent identification of companies according to specific investment themes. HOLT can help with idea generation, portfolio analysis and opportunistic research.
Assess Performance, Valuation, and Embedded Expectations
HOLT has developed a full spectrum of performance and valuation tools. These facilitate the efficient analysis of historical performance, key valuation drivers, and market expectations.
Perform Portfolio Analysis and Diagnostics
The HOLT™ Valuation software conducts portfolio analytics by combining metrics central to the CFROI® Framework with methodologies broadly adopted by the market. This HOLT perspective helps to identify the risks, opportunities and style exposure of a portfolio.
Benefits to You:
Global Comparability
The HOLT™ Methodology and global team of Sector Specialists ensure accounting and inflation distortions are systematically removed or treated. This enables more insightful benchmarking, performance appraisal and scenario analyses.
"What's in Today's Price?"
The HOLT™ economic valuation framework helps you understand market embedded expectations. HOLT™ Methodology provides modelling tools with differing levels of sophistication and functionality, allowing investors to quickly value alternative scenarios.
Efficiency and Effectiveness
The HOLT™ Valuation system's global coverage, robust methodology, and range of services aid quick access, scale, and productivity enhancement across the whole investment process.
Customized Solutions
We deliver proprietary data, tools and insights to meet your specific needs.