Stock picking
Financial Analysis and ESG
Entrepreneurial Asset Manager, € 500 million assets under management
Team of 5 people, 5 portfolios, Asset Management of European Actions
- Equip yourself with a company specific fact sheet including pertinent information including ESG and Intangibles
- Implement an uniform rating system in order to compare different companies
- Analyze the trends of 6000 companies in Europe and Worldwide
- Benefit from a search engine to detect potential targets based on quantitative criteria
- Ability to manually adjust ratings at the margin
- Osmoze server in the Cloud (Microsoft Azure) and Osmoze Excel Add-In client with Web extension
- Creation and deployment of the Stock-Picking module
- Custom scoring calculation module based on the company's methodology
- Live in 5 months
Benefits
Complete Digitalization
of scoring and decision-making processes
Scalability
of the solution allowing to extend the monitored perimeters
Picking enhancement
with more relevant research criteria
