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:
- Discovering collections to define our data
- Importing rules and translating to guideline code
- Managing and visualising data flows
- Publishing our results