OLIS (EN)

PERFORMANCE MEASUREMENT AND ANALYSIS CACEIS provides you with all the relevant indicators allowing you to analyse the management of your funds and understand portfolio performance in light of market trends. OLIS generates comprehensive management reports based on performance indicators.

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You can benefit from visual dashboards and analytical reports which can be exported to Excel and enhanced with your company visuals and logo.

ASSET ALLOCATION

OLIS’ dashboard gives you an overview of the breakdown of assets in your portfolios and offers many classification criteria. Allocation can be analysed in relative (against the benchmark) or absolute terms. You can obtain

a snapshot of the weighting of each asset on a given date and monitor value and percentage changes.