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Novus (by sei)

Ensure managers meet investment objectives.

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Published on
February 27, 2024
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Description by Vendor

Sophisticated Analytics

Leverage a range of performance, risk, and attribution analytics at the position, fund, and portfolio levels. Gain nuanced perspective on key metrics through custom tagging, portfolio look-through, and more.

Flexible Reporting

Utilize our library of templates to build reports designed for your use case and data type. Customize reports to match your workflows. Export any report to a spreadsheet, PDF, or shareable dashboard.

Data Maintenance

Our data team uses the Novus Platform to integrate directly with your data providers, run routine data checks, and correct issues within both historical and current data.

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Silvan Cloud Rath

Founder, StackGenius

Don't be a stranger.

Question about a Solution?

Drop us a line. We don't hardsell. We don't chase. We believe in Business Karma. If you like us, you'll come back whenever you are ready.

Hello, ✌️

Description by AI

Products and Services

The core offering of Novus includes a suite of analytical tools that allow users to dissect and understand their portfolios in great detail. Key components include:

  • Portfolio Analytics : Offers detailed analysis on portfolio performance, attribution, and risk metrics, enabling managers to make informed decisions.
  • Benchmarking Tools : These tools allow investment professionals to compare their portfolio's performance against a wide array of benchmarks and peers, providing necessary context and performance perspective.
  • Risk Management : Equipped with advanced risk analysis features, it offers insights into various risk factors and how they impact overall portfolio performance.
  • Reporting and Visualization : Novus stands out in its ability to generate customizable reports and data visualizations, making complex data comprehensible and actionable.

Customers and Use Cases

Novus serves a diverse clientele ranging from individual asset managers to large institutional investors. Its tools are particularly useful for:

  • Analyzing and optimizing portfolio performance.
  • Conducting deep dives into investment strategies to identify drivers of success and failure.
  • Risk assessment and mitigation planning.
  • Streamlining investor reporting and compliance processes.

Key Features for Investment Professionals

Investment professionals will find the following features particularly beneficial:

  • Customizable Dashboards : Users can tailor the dashboard to highlight the metrics most relevant to their strategies and preferences.
  • Scenario Analysis : Offers the capability to run various investment scenarios and understand potential outcomes and impacts.
  • Integration Capabilities : Novus platform can seamlessly integrate with other financial software systems and data sources, enhancing its utility.
  • Real-time Insights : Provides up-to-the-minute data, helping users stay informed about market movements and their portfolio's position.

For more detailed information on Novus and its offerings, please visit their official website at https://novus.com .

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Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Silvan Cloud Rath

Founder, StackGenius

Don't be a stranger.

Question about a Solution?

Drop us a line. We don't hardsell. We don't chase. We believe in Business Karma. If you like us, you'll come back whenever you are ready.

Hello, ✌️
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