WizzInvest
Financial Services
WizzInvest's offer for Institutional Investors
What are your challenges?
Looking for help collecting information on your investments in funds? Do you want to have a consolidated view of your assets, including ESG? Do you invest in unlisted assets?
Discover our solutions:
Regulatory offer
WizzInvest helps you collect and process information on your investments in order to meet your regulatory constraints:
- Data collection on external funds, including inventories for look-through
- Data management services
- Calculation of regulatory ratios, in particular the Market SCR and CCR2 indicators
- Edition of regulatory reporting: QRT....
Risk and investment management
WizzInvest provides you with a consolidated view of your assets, allowing you to manage your risks and your allocation:
- Consolidated view of assets according to your strategic and tactical allocation
- Personalized reporting
- Balance sheet simulations: allocation changes, investment or disinvestment simulations, capital calls for funds invested in unlisted assets...
X-FI, the ESG analysis on your assets
Some examples:
- Calculation of PAI
- Offer Article 29
- Taxonomy alignment calculation
- ESG Scoring
- Controversy analysis
Analysis on your unlisted assets
An offer dedicated to your investments in private equity, private debt, infrastructure and real estate:
- Collection of financial and extra-financial data from GPs
- Trasparisation and analysis of collected data
- Mutiple analysis
- Cash flow projections (calls and distributions)
Realization & referencing
