A Strategic, Investment Style Approach
Portfolio Management Critical Success Factors
- Market Insights & Trends
- Access to Libraries of FWD and DA/RT curves.
- Provides technical market analysis (i.e Fibonacci retracement, Linear Regression analysis, Moving Averages).
- Strategic Approach
- Allows for scenario analysis depicting Best Case, Market valuation, and Worst-Case outcomes for any hedging approach
- Provides ability to compare multiple strategies and the impact to potential range of outcomes
- Provides optimized strategies based on the convergence of the customer’s market outlook and risk profile
- Renewable Integration
- Integrates any (multiple) Renewable Energy offer(s) into the client portfolio as a hedged position
- Strategy Execution
- Allows for multiple tranches to be defined
- Allows for opportunistic Trigger and defensive stop-loss strike prices to be defined and executed.
- Performance Measurement
- Measures monthly preformance to Key Performance Indicators (KPIs) i.e Budget, market, RAROC
