Automating Portfolio Guidelines for Asset Management

Running time: 4 minutes

Asset managers have rules they must adhere to when managing a fund. Extracting rules from management agreements and implementing them as automated checks is a very time consuming and expensive process.

We will discuss three pillars of CONTXT to automate this - Content, Automation and Management.

Hover over the video and open the chapters menu to skip ahead. These chapters cover:

  1. Discovering collections to define our data
  2. Importing rules and translating to guideline code
  3. Managing and visualising data flows
  4. Publishing our results
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