La sélection des instruments d’investissement est devenue un exercice de plus en plus complexe, coincée entre la prolifération des fonds, une réglementation omniprésente et des clients qui exigent de la transparence en plus de la performance. La Quantitative Dashboard de FIDAworkstation se présente comme une boussole pour les asset managers, les conseillers et les family offices : un environnement analytique qui permet de constituer des peer groups, de définir des scorecards multicritères et de transformer des données brutes en classements et visualisations sophistiquées. Une méthode qui rend chaque choix de portefeuille réplicable, défendable et communicable.

Investment selection has become an increasingly complex exercise, caught between the proliferation of funds, pervasive regulation, and clients who demand transparency alongside performance. The Quantitative Dashboard of FIDAworkstation positions itself as a compass for asset managers, advisors, and family offices: an analytical environment that enables the construction of peer groups, the design of multi-criteria scorecards, and the transformation of raw data into rankings and sophisticated visualizations. A method that makes every portfolio decision replicable, defensible, and communicable.

La selezione di strumenti d’investimento è diventata un esercizio sempre più complesso, stretto tra proliferazione di fondi, normative pervasive e clienti che chiedono trasparenza, oltre alle performance. La Quantitative Dashboard di FIDAworkstation si propone come bussola per asset manager, consulenti e family office: un ambiente analitico che consente di costruire peer group, definire scorecard multicriteriali e trasformare dati grezzi in ranking e visualizzazioni sofisticate. Un metodo che rende replicabile, difendibile e comunicabile ogni scelta di portafoglio.