Closely monitoring an investment portfolio in volatile markets

Managing an investment portfolio successfully in times of crisis

Managing investment portfolios is difficult in volatile markets and requires careful feedback on portfolio management. Innovative functions on investment analysis platforms are thus gaining in importance.

So far, investing in financial markets in 2022 requires strong nerves. High inflation, the war in Ukraine, and the looming energy crisis are causing many institutional investors to worry. Volatility on the markets creates a lot of uncertainty and requires investors to manage their portfolios meticulously if they do not want to be caught unawares.

In light of this, it is not surprising that, since the outbreak of the coronavirus pandemic two years ago, demand for financial and portfolio monitoring technologies has increased sharply among pension funds, family offices, and external asset managers. Financial institutions invested heavily in user-friendly investment analysis platforms to help institutional investors make quick investment decisions.

Versatile capabilities of analysis platforms

The investment analysis platform of Credit Suisse Asset Servicing consists of innovative technologies as well as personal advisory services. This enables clients to compare performances, actively manage risks, and closely monitor the investment strategy. Thanks to the three integrated modules, "Online Portfolio Radar," "Investment Analytics Report," and "Investment Analytics Consultant," institutional investors are given full transparency about their investments, can create different reports, and get personalized advice on individual needs.

The services around ESG reporting (environment, social, governance) are also an important part of the analysis platform. Sustainability continues to play a very important role for institutional investors and has gained further importance as a result of the energy crisis. Therefore, as part of the "Online Portfolio Radar" module, investors will find important key figures such as CO2 intensity, red flags, or MSCI ESG ratings regarding sustainable investments. This gives them a compact overview and increased transparency regarding their ESG investments, which in turn leads to a reduction in risk.

Driving innovation and closing gaps

Although advances in technology have provided companies with new tools to measure and monitor environmental impacts, there are still gaps in reporting on key sustainability metrics for investments. Additionally, in a volatile market environment, institutional investors want more clarity, simplicity, and flexibility in investment analysis.

For this reason, the development of investment analysis platforms puts its finger on the pulse of the times. New functions and services in financial and portfolio monitoring should be able to better support investors in their investment decisions.

Credit Suisse Asset Servicing, for example, wants to offer its clients even more transparency and efficiency in data analysis and reporting compilation in the future with the add-on function "MyReports." In doing so, users can decide for themselves to what extent they want to use the tool. For example, they should be able to select periods, attributes, indicators, groupings, and views based on the defined investment structure and export them as Excel or PDF files.

With precisely these approaches to new innovations and technologies, Credit Suisse Asset Servicing aims to not only increasingly close the gaps in terms of sustainability, but also to further simplify the feedback on portfolio management for its clients in volatile times.