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Portfolio Management

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Combine multiple modules for a customised operating system – don’t settle for standard software; we crease a customisedplatform for you. Our smart algorithms intelligently connect optimisation, forecasting, and automation.

Smart Portfolio Management

Folivora Analytics‘ customised decision and forecasting models enable you to digitally map your portfolio strategy and stay informed about key KPIs in real time. Use the decision models to develop and implement individual scenarios.

Data Driven Decision Making & Forecasting

Designing decision models for data-driven decision-making and automated implementation, as well as developing forecasting models to increase portfolio value. Make informed investment and divestment decisions.

Data is Key

Establish a smart data infrastructure and efficient data management. Data consolidation and validation leading to the creation of a data lake as the basis for a data-driven decision-making model. Make data-based, system-integrated investment and divestment decisions.

Operational Excellence

Development of digital solutions for the automation of standard portfolio management processes.

ESG Compliance

Smart reporting within the framework of the Corporate Sustainability Reporting Directive (CSRD) and Sustainable Finance Disclosure Regulation (SFDR), European Public Real Estate Association (EPRA), GRESB, ECORE.

Digital Portfolio Management Strategy

Unaware of the full potential of automation and smart applications in your portfolio management processes? We analyse and model the potential and implement smart systems for optimal portfolio management.

Third Party Audit & Management

Auditing of outsourced services. Analysis and implementation of smart interface systems and reporting routines, and development of automated outsourcing controlling.

Stakeholder Information & Reporting

Digital information and reporting infrastructure for real-time stakeholder communication.

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