Eze Software Partners with Sherpa Funds Technology On Risk Modeling

  • Jun 13, 2018

Eze Software is partnering with Sherpa Funds Technology to offer advanced portfolio construction and factor analytics capabilities to its clients

Sherpa provides tools that help funds build portfolios that dynamically express investment managers’ alpha decisions, their risk appetite and market conditions. The technology enables portfolio managers to deliver more consistent and better returns whilst matching the risk exposure objectives of investors and consultants.

“We are always looking for ways to help our clients simplify their portfolio construction processes, enabling them to generate better returns while minimizing unwanted risk,” said R.G. Manalac, Managing Director, Asia Pacific. “This partnership will enable our users to account for all their business goals while optimizing their portfolios by accessing Sherpa’s time-tested models and processes, aided by Eze OMS.”

Clients can specify criteria they want their portfolios to follow, including liquidity, style factor, yield and sector exposures, access Sherpa’s powerful risk portfolio and performance analytics, and receive a portfolio construction that best expresses their alpha. The suggested portfolio can then be seamlessly loaded into Eze OMS and implemented.

“Partnering with Eze allows Sherpa to deliver its state-of-the-art portfolio processes to Eze's client base with very little integration overhead,” said Richard Waddington, CEO of Sherpa. “This added functionality extends Eze's operational and execution strengths into the decision-making area, where Portfolio Managers, Investor Relations and CIOs can design and deliver product that expresses Alpha in a way that matches their investors’ wishes.”


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