Enhancing Investment Decisions
Credit Suisse HOLT leverages a suite of proprietary products and services to deliver 'alpha' generating solutions to institutional investors worldwide. HOLT uses its global database and robust analytical tools to generate unique insights by asset class, country, sector, industry, and company. HOLT employs a consistent, disciplined, and rigorous approach to valuation, providing a platform that allows investment managers to focus on their core competency: investment decision-making.
Portfolio Allocation
HOLT has developed new analytical tools which facilitate the aggregation of markets, indices, sectors, and industries - providing insights into the allocation of capital between asset classes, regions/countries, investment styles/sizes, and sectors/industries.
Idea Generation
The HOLT™ Valuation system includes a global database of over 18,000 companies, converted to a common measure of economic performance, and powerful screening and scoring tools using hundreds of proprietary and traditional financial metrics to help investors identify companies with specific investment criteria.
Filter Ideas
The HOLT™ Framework corrects for accounting distortions in reported financial statements to measure real economic performance and deliver global comparability, allowing investors to quickly and easily assess the investment potential of an idea and increase the productivity of the investment process.
Fundamental Analysis
The HOLT™ Framework provides a broad range of customizable analytical and modeling tools to help investors quantify embedded expectations, assess upside potential and downside risk, and better understand the link between corporate performance, competitive strategy, and valuation.
Monitor Portfolio
HOLT provides powerful portfolio analytics, as well as objective portfolio reviews by HOLT Portfolio Consultants, highlighting risks and opportunities within a portfolio and facilitating comparisons with a benchmark.
Execution Services
Credit Suisse offers a variety of best in class execution services, including traditional cash trading, algorithm and program trading, ETFs, derivatives, trade diagnostics, structured products, and other proprietary execution services.