An asset manager tracks the performance of each of their analyst’s stock recommendations for portfolio weighting throughout the year and currently this is being done via an excel spreadsheet and emails. This requires manual aggregation of the data that is time consuming and may be prone to errors. The asset manager would like to automate this task as much as possible and has asked Suite3 to provide an application solution. The main goals of the tracker application were to simplify the collection analyst recommendation, notify portfolio managers when recommendations are added or changed, and calculate a cumulative return for the analyst recommending.
Case Study: Asset Manager Analyst Tracker READ