COIN provides reporting tailored to each clients specific needs. Our digital tool Analyzer provides relevant, clear and educational follow-up av the portfolio and the states guidelines. Analyzer also helps to break down results and analyze sub-portfolios, external managers and individual holdings.
COINS:s reporting service is able to handle all asset classes and instrument types and is not tied to any platform, custodidan or provider of asset management.
MONITORING / RISK CONTROL
ALL YOU NEED TO MONITOR AND ANALYZE YOUR PORTFOLIO
Analyzer is a powerful, web-based tool to monitor, analyze and steer your portfolio towards stated goals.
The tool is able to provide monitoring services ranging from return drivers (attribution analysis), analysis of risk and risk drivers, adherence to guidelines/limits, look through from an ESG perspective.