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Finance · Asset Management
Finance · Asset Management
A globally leading investment-research firm · 30+ countries · ~10,000 employees · EY as governance partner
„In asset management we have to screen every fund against its peer universe and for concentration risk, continuously and in a regulatorily clean way."
Every fund, screened against its peer universe every night.
In the asset profile, Lucy screens the peer universe per fund, analyses concentration risk, compares ratings and delivers SFDR-compliant reporting paths. Connected to eight live data tools, governance by EY, hosting exclusively in Frankfurt.
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