Introduction
Sophisticated clients (e.g. Corporates, Large Family Offices, Hedge Funds etc.) have complex requirements. The standard Canopy offering is often not enough for their purpose and they need a complete Data Eco-System to be able to efficiently operate and serve all their various stakeholders. In addition they need the ability to directly work with their own data and incorporate it in various work flow processes.
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- Database Access: Customers get full and direct access (read and write) to their database (a segregated database with only that particular customer's data is created for that purpose). Customers can download all the information as required, but also connect other applications (e.g. a BI tool like Tableau) to the database directly.
- Data Integrity: Canopy data upload and cleaning processes maintain the data integrity at the point of upload and on an on-going basis.
- Security: The database is secure, encrypted at rest and only accessible from authorized computers in the client's office
Data Eco-System Wire Diagram
There are two main parts to process, namely:
- Data Input and Cleansing
- Data Analytics and Output
Possible Use Cases
All sorts of reports and analysis is possible. For example
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Some Sample dashboards are attached below
Currency Exposure over Time
Currency Exposure snapshot at a point in time
Cumulative Cashflows grouped as desired
Risk Measures over time (grouped by Security or Asset Class)
Hedging Efficiency
ESG Rating of investments
Dividend Yields v/s Amount Invested
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