Use Cases > FO Investment Executive

How Finlight helps Investment Executives.

One central place to view your assets, to assess the impact of decisions on the ability to hit goals with your portfolio. You will gain an enhanced workflow, productivity will be increased, and better decisions can be made


I have witnessed our tool leveraged in ways that have greatly improved the workflow, performance and decision making of fellow family officers. I’d like to share some of these use cases with the hopes that it will help other family officers run more impactful decisions and to assist them in hitting their goals and allowing them to construct truly robust portfolios, which wouldn't have been possible without Finlight.


See all assets in one place

See all your assets in one place allowing you to drill down and find out what could derail my performance, you can do this per portfolio or across all assets.

Run stress tests and scenario analysis

Use this set of tools to test ideas and understand the impact they will have if executed. Look at things such as change in oil prices, changes in exchange rates, change in equity prices... and see the combined impact all of those scenarios will have.

Calibrate positions

Helping you to calibrate your portfolio/s to make sure that the position size and risk budget you have chosen deliver your desired output/results.


Central information recipients

Get portfolio related news delivered straight to your inbox, alerting you of anything which may affect your portfolios. Also, receive order notifications about order status and make sure your managers have received all the documentation needed from you. Helping you manage relationships with all stakeholders and showing you the patterns in your data, making sure you do not miss a thing.


Use Cases

See how Finlight is helping asset allocators create seemless workflows for their businesses.

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