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What is Cogendi?

Our platform integrates a variety of asset categories into a single interface, enabling you to thoroughly comprehend your portfolio, conduct calculations tailored to the unique characteristics of each asset type, and evaluate performance through pertinent groupings. By leveraging these specific metrics, we effectively analyze the performance aspects of your diverse multi-asset class portfolios. Our extensive offerings include publicly traded stocks, fixed-income assets, stakes in long-only funds, hedge fund share classes, cash and short-term instruments, currency forwards, as well as Private Equity and Real Estate investments, which can be accessed through direct investments or partnerships, along with futures and options. Additionally, you have the liberty to create your own investment framework to meet your unique needs. You can examine and assess your positions over any chosen timeframe while having the option to view them in-depth or group them based on the factors that are most significant to you, such as asset classes, sectors, regions, asset managers, strategic levels, or any other personalized criteria you select. This customized approach not only enhances your investment analysis but also guarantees that it remains highly relevant and insightful, empowering you to make informed decisions. Ultimately, the flexibility of our platform allows you to adapt your analysis to the evolving dynamics of your investment landscape.

What is BarraOne?

BarraOne serves as a digital platform specifically crafted for risk assessment and performance evaluation of portfolios, aimed primarily at institutional investment teams. It brings together the evaluation of public and private assets, derivatives, and various portfolio types into a unified interface. Users have the ability to explore factor exposures, assess the impacts of risk and returns, perform value-at-risk calculations, and carry out in-depth stress tests and scenario analyses to refine their portfolio strategies. Additionally, the platform's performance attribution feature allows teams to pinpoint the sources of returns across different asset classes, while its liability and funding analytics are particularly beneficial for scrutinizing pension portfolios. Automated reporting capabilities for both investment portfolios and regulatory adherence are also included, along with user-friendly interactive dashboards and web-based access that incorporates role-specific controls. Moreover, the integration with Snowflake streamlines data management and automation, accommodating firms with diverse strategies and reporting needs. This holistic approach empowers investment teams with the necessary tools to manage risks effectively and enhance performance outcomes. By leveraging advanced analytics and user-friendly features, BarraOne ultimately supports informed decision-making within complex investment landscapes.

Media

Media

No images available

Integrations Supported

Integrations Supported

MSCI
Snowflake

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Cogendi

Company Location

France

Company Website

www.cogendi.co.uk/our-platform/

Company Facts

Organization Name

MSCI

Date Founded

1998

Company Location

United States

Company Website

www.msci.com/data-and-analytics/portfolio-management/barra-one

Categories and Features

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management

Private Equity

Not specified

Categories and Features

Investment Management

Not specified

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Popular Alternatives

No Alternatives
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