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i-P-A has been built by seasoned investment performance measurement and portfolio risk practitioners with the aim to help further the investment analysis profession and also to help those using our outputs or services. This area of asset management is linked to so many others that i-P-A believe we can add value, colour and life
meta-tags and key words
performance analyst,client reporting manager,risk analyst,head of performance, head of risk,recruitment,performance,investment performance,sharpe ratio,information ratio,investment risk,GIPS,performance analysis,sharpe,ipa,i-p-a,i-performance-analysis,analytics,iperformanceanalysis,TWR,MWR,IIR,BAI,performance measurement,beta,alpha,tracking error,standard deviation,GIPS,CFA institute,CIPM,money weighted returns, time weighted returns,attribution,performance theory,attribution theory,global investment performance standards,portfolio analytics software,attribution analysis,performance and attribution,performance measurement,performance measurement software,aimr,aimr pps,aimr-pps,analytic solutions,anthony howland,carl bacon,colin morrison,david spaulding,spaulding,journal of performance,asset management software,asset management industry,attribution,attribution reporting,attribution tools,client verifiers,data analysis,data hub,data migration,data reconciliation,financial software,fund management software,geometric attribution,industry standards compliance,performance software,performance tool,personal portfolio,portfolios,portfolio analysis,portfolio analytics,portfolio management,pps composites,price performance management systems,aimr gips-pps,performance presentation standards,risk management,tracking error,transaction based analysis
i-P-A 60 Second Interview with Philippe Grégoire, CEO Orfival
Can you please give us some ideas of what is in the pipeline for your GPMS product?
The pipeline for GPMS is considerable as our industry is characterized by constant innovations. We have a strong commitment to serve our clients and it is our clients who decide our development priorities.. Inter alia the next release will offer new functions in the areas of for data control, for Liability Driven Investment and for attribution for corporate bonds. We have developed a new function that allows the user to set up his own data control and to launch it automatically before running performance reports. As several clients of GPMS are insurance companies, we have included functions that measure the risk of the portfolio under liability constraints. These functions will allow our insurance and pension funds clients to be Solvency II compliant. As shown by the current financial crisis, the sensitivity of corporate bonds to changes in the level of the spread is significantly different from the bonds’ modified duration. We have added the facility to consider this feature. The medium term pipeline includes upgrades of some modules to VB.Net and optimization of the GPMS current performance library to compute performance numbers and generate reports for a large number of portfolios within our large-scale client time target. The long-term pipeline includes developments to enhance the ergonomics of the system and new functions for our front-middle-back office modules.
IT architecture and modularisation is something that is becoming more and more important to the industry. Where does Orfival see this area moving towards over the medium turn?
Orfival has anticipated for some years the new challenges required by software in the next 10 years. The key success point is the modularity of the modules and the “services” approach. It makes it easier to add supplementary functions to the software and it allows distribution of the workload on multiple application servers to enable optimum response times.
Hosted solutions, in the current environment, are attracting a lot of interest. Are you able to offer this as an option?
Yes, for hardware hosting, we have a partnership with Trasys, a large hosting company that offer high quality computing services 24 hours a day, 7 days a week, with 100% availability. For all software, we offer a facilities management service. We have clients who use our hosting services in France, UK and Kazakhstan, which makes life very easy for them, as they just need to connect through a VPN.
Asset Managers are always looking to differentiate their client reporting services to clients. How does your product offering help?
This is certainly one of our main advantages. We have build a specific concept, which allows the client to create his own, set of calculations, to run in any time period with fixed or data dependent frequency and to create his own presentation template within Microsoft Office tools. The concept is based on 3 independent building blocks that are openly associated to produce attribution and performance numbers specific to any part of the portfolio (fixed income, derivatives, equities, etc.) and to slice and dice the numbers. On top of the calculations engine, we have developed reporting tools that are user friendly and because they are based on Microsoft Office they offer all of the MS Office graphics and layout capabilities.
Rapid-fire section
Oscar preferences: Slumdog Millionaire, The Wrestler or Milk?
The Wrestler, but I have not seen any of the films yet
Have you ever experienced any of the following official sports Cheese-Rolling, Bog-Snorkelling or Swamp Soccer?
No, but I’m sure I would enjoy Cheese-Rolling
What’s the last restaurant your visited (non-business)?
Philippe Fauchet. He is a young chef, original and innovative. His restaurant is in a small village near Liège, in Belgium.
What are your three favourite books?
Samarcande (Amin Maalouf), Avicenne, ou la route d’Ispahan (Gilbert Sinoué) and The Kite Runner (Khaled Hosseini)
Where is your next planned holiday?
Biarritz, France. I just love the atmosphere of the city and my kids are fans of big waves.
Belgium's world-reknowned for the professional cycling circuit? Are you a fan?
Not really.
What is your favourite hobby?
I’m a fan of sport; tennis, mountain bike and windsurfing.
www.orfival.com
The pipeline for GPMS is considerable as our industry is characterized by constant innovations. We have a strong commitment to serve our clients and it is our clients who decide our development priorities.. Inter alia the next release will offer new functions in the areas of for data control, for Liability Driven Investment and for attribution for corporate bonds. We have developed a new function that allows the user to set up his own data control and to launch it automatically before running performance reports. As several clients of GPMS are insurance companies, we have included functions that measure the risk of the portfolio under liability constraints. These functions will allow our insurance and pension funds clients to be Solvency II compliant. As shown by the current financial crisis, the sensitivity of corporate bonds to changes in the level of the spread is significantly different from the bonds’ modified duration. We have added the facility to consider this feature. The medium term pipeline includes upgrades of some modules to VB.Net and optimization of the GPMS current performance library to compute performance numbers and generate reports for a large number of portfolios within our large-scale client time target. The long-term pipeline includes developments to enhance the ergonomics of the system and new functions for our front-middle-back office modules.
IT architecture and modularisation is something that is becoming more and more important to the industry. Where does Orfival see this area moving towards over the medium turn?
Orfival has anticipated for some years the new challenges required by software in the next 10 years. The key success point is the modularity of the modules and the “services” approach. It makes it easier to add supplementary functions to the software and it allows distribution of the workload on multiple application servers to enable optimum response times.
Hosted solutions, in the current environment, are attracting a lot of interest. Are you able to offer this as an option?
Yes, for hardware hosting, we have a partnership with Trasys, a large hosting company that offer high quality computing services 24 hours a day, 7 days a week, with 100% availability. For all software, we offer a facilities management service. We have clients who use our hosting services in France, UK and Kazakhstan, which makes life very easy for them, as they just need to connect through a VPN.
Asset Managers are always looking to differentiate their client reporting services to clients. How does your product offering help?
This is certainly one of our main advantages. We have build a specific concept, which allows the client to create his own, set of calculations, to run in any time period with fixed or data dependent frequency and to create his own presentation template within Microsoft Office tools. The concept is based on 3 independent building blocks that are openly associated to produce attribution and performance numbers specific to any part of the portfolio (fixed income, derivatives, equities, etc.) and to slice and dice the numbers. On top of the calculations engine, we have developed reporting tools that are user friendly and because they are based on Microsoft Office they offer all of the MS Office graphics and layout capabilities.
Rapid-fire section
Oscar preferences: Slumdog Millionaire, The Wrestler or Milk?
The Wrestler, but I have not seen any of the films yet
Have you ever experienced any of the following official sports Cheese-Rolling, Bog-Snorkelling or Swamp Soccer?
No, but I’m sure I would enjoy Cheese-Rolling
What’s the last restaurant your visited (non-business)?
Philippe Fauchet. He is a young chef, original and innovative. His restaurant is in a small village near Liège, in Belgium.
What are your three favourite books?
Samarcande (Amin Maalouf), Avicenne, ou la route d’Ispahan (Gilbert Sinoué) and The Kite Runner (Khaled Hosseini)
Where is your next planned holiday?
Biarritz, France. I just love the atmosphere of the city and my kids are fans of big waves.
Belgium's world-reknowned for the professional cycling circuit? Are you a fan?
Not really.
What is your favourite hobby?
I’m a fan of sport; tennis, mountain bike and windsurfing.
www.orfival.com
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