Investment Portfolio Excellence: The Conviction of One Truth

This collaborative report assesses how investment managers can gain an accurate, comprehensive view of their portfolios to enhance their competitiveness.

As we move out of 2020 and into 2021, the need for investment managers (IMs)1 to get an accurate, comprehensive hold on their portfolios has only accelerated. For firms to be alpha-competitive and fulfill chartered investment mandates, an enterprise view of all assets and portfolios, cash, transactions and positions is now mandatory.

Chartis has conducted a series of in-person interviews with investment management industry practitioners, focusing on the importance of having a comprehensive view of their portfolios – or ‘One Investment Truth’. These interviews, and an accompanying survey, were conducted in Asia-Pacific, Europe and North America.

In this research we focus on six key areas:

• What is One Investment Truth?
• The importance of One Investment Truth for portfolio management excellence.
• The cost of not having a holistic view across investments.
• The best path to securing One Investment Truth.
• Front-office innovation.
• The accelerated importance of digitalization.

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