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Portfolio Navigator

Your next-gen asset allocation

Portfolio Navigator is specifically designed to help investment managers master the complexities of asset allocation. Blending innovation and automation into one seamless, easy-to-use tool.

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Portfolio Navigator

Understand how your organization can benefit

Exposure management

Build your Exposure Book of
Record leveraging your ABOR and IBOR datasets.

Dynamic rebalancing

Maintain portfolio balance with
real-time insights and automation.

Breach management

Define Stop/Warn thresholds, and add workflows to notify users and rectify breaches.

Liquidity

Liquidity breakdown including forecasting the impact of known open transactions.

Overlays & hedging

Integrate your overlay and
hedging implementation strategies seamlessly.

Scenario testing

Simulate market shifts and assess impacts with intuitive 
on-screen features.

Paul Abraham 
Executive Manager, Investment Operations at CSC

​"I would say ICS stood out because they understood our problems. They took a lot
more time to deeply understand what we were after.


Also, we see this as a marriage. This is going to be a long-term relationship.​ They gave me confidence that I could deliver what I promised to deliver, on time and on
budget"​

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Working with ICS direct from our clients

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