Expertise

Over the past twenty years ANALYSIS has offered financial information and software solutions, allowing investors to analyze financial market data and assisting in the investment decision-making process by providing advanced tools for analysis, reporting and managing a broad range of multi–asset portfolios:

  Interest rate products and structured product risk portfolio management, extending over several aspects of bonds pricing and evaluation

Specific modules and functionalities for mutual funds analysis and selection, providing complex evaluations and instrument-tailored scoring methods

  Domestic equity market analysis, based on current and historical corporate finance data.

Complete portfolio management solution integrated in the overall system, offering  detailed tools for performance and risk analysis

Innovation

Asset managers and private bankers are currently going to be more focused on financial instrument selection as they need to bring better results to clients. On the other hand private bankers need to expand from asset management to wealth management, this is the reason why ANALYSIS has implemented a proprietary solution as an application service provider via Internet which is fully integrated with an extensive financial database.

ANALYSIS solutions finally offer a combination of financial market data and analysis tools so private bankers can easily fine-tune a multi-asset strategy with clients; investors can compare funds, bonds and stocks with real or model portfolio and indices in a matter of seconds.

ANALYSIS "Forum"

Since its inception in 1987, ANALYSIS organizes the "Forum", prestigious event which meets senior managers of institutional investors, industrial , banking, insurance and financial groups to discuss about  major current economic and financial issues.

The "ANALYSIS Forum", which adheres to a highly qualified panel of members of the senior management of the major groups and institutional investors in Italy, is divided into agile quarterly meetings. The Forum is a closed-door event dealing with an operating approach the most topical issues of economy and financial markets.

Given the constant presence as participants of the most qualified Chief Officers (Executive, Financial and Investment)  working in Italy, the meeting has concentrated from 13.00 to 16.45.  The "Forum" benefit of the intervention of economists and experts of international renown, among which we mention in the recent past Mario Draghi, Giulio Tremonti, Lorenzo Bini Smaghi, Vittorio Grilli, Paul Krugman, Robert Mundell, Jacob Frenkel, Otmar Issing, Mervyn King Henry Kaufman, John Lipsky, and Myron Scholes.