Powerful analytics to inform your decisions
PORTFOLIO ANALYTICS
Analytics for complex wealth
Segment analytics by complex ownership structures, multiple asset classes and multi-currency scenarios. Analyse at entity level or deep dive all the way down to individual transactions for the insights you need to take decisive action.
PERFORMANCE INSIGHTS
Understand the drivers and detractors of performance
Gain instant insights on the levels and sources of performance, with performance contribution and attribution.
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RISK MANAGEMENT
Risk management for the modern family office
Family offices need risk analytics that can cope with today's multi-asset class, multi-currency portfolios. Mitigate risk with analytics powered by MSCI BarraOne, including:
- Factor exposures
- Stress tests and scenario analysis
- Risk decomposition and VaR calculations
- Key liquidity risk measure monitoring capabilities
STATS & BENCHMARKS
Put portfolio performance in context
Choose from a wide range of portfolio returns and statistical measures including: 3M, 12M, YTD, Annualized Returns, Annualized Volatility, Sharpe Ratio, Sortino Ratio, Max Drawdown, Correlation, Beta, Realised & Unrealised P&L.
Compare performance against benchmarks on an absolute or relative basis.
LIMITS & ALERTS
Keep on top of portfolio limits
Daily alert notifications and pre-warning levels to guard against portfolio limit breaches. Use automated alerts to stay on top of risk limits, sector exclusions, country of risk and more.
Experience the power of Sesame's analytics for yourself
You'll be in great company
Following an impressive demonstration of Landytech’s offering, we asked them to pitch alongside a reputable competitor. The decision to choose Landytech was unanimous. Their offering was far superior in terms of functionality, ease of use and presentation. During the course of our relationship, Landytech have delivered exactly what they promised and more. I cannot speak highly enough of both the platform and the team.
Each family’s got to look at that reporting system and feel that it is theirs. It needs to be the right colour, it needs to be branded, it needs to be white-labelled, it needs to look like it's come from our office. Landytech have mastered that well for us. For reporting to evolve, you need to work with a dynamic team growing their business with the same enthusiasm as yours so the two grow together. Landytech tick those boxes.
Landytech has developed a unique tool and solution for Family Offices. Sesame allows us to monitor a wide range of assets (traditional and alternatives), multi-currencies reports, a depth of data accessible in an organised manner.
Sesame makes my life far easier. I can see everything in my portfolio in the detail I require and updated in real time – rather than a series of disparate and intermittent snapshots. Working with better information makes my investment management more effective and less stressful.