Athena Investment Management Solution: Worth Your Investment?

Athena is a highly flexible investment management system that provides a single platform for streamlining a firm's entire investment process. Athena offers a range of features, including advanced real-time data visualisation, independent fair value pricing, and precise indications of risk and return probabilities. Athena's OMS/PMS platform enables businesses to manage their investment processes dynamically, assess risks instantly, monitor performance, and record financial transactions in real-time. Athena's solutions are designed to enhance operational robustness, improve compliance, and provide unparalleled insights into trading performance through data visualisation. Athena also provides workflow automations, cutting-edge technology, and market data solutions, making it a comprehensive tool for investment management.

Athena's OMS/PMS platform

Athena is a highly versatile platform that adapts to a firm's specific needs across trading, analytics, compliance, and accounting. It is a world-class platform for asset managers to run their entire investment process from start to finish, under a single license, while fully adapting to their business requirements.

Athena brings front-to-back automation, avoiding any manual workarounds. Through its extensive features, the system increases performance, manages risk, and saves time while lowering operational costs. Athena is the only OMS/PMS on the market to provide unified portfolio and risk management, trading, technology and infrastructure, operations and accounting, compliance and controls, surveillance, data warehouse/reporting, and STP.

Athena is a highly flexible platform that meets the specific requirements of multi-strategy, multi-prime hedge funds with superior coverage for alternative asset workflows. It is a unified platform that integrates model management, rebalancing, order management, e-trading, compliance, fund and investor accounting, and client communication. Athena's SMA workflow automation includes a rebalancing engine and a real-time information and alerting platform for large, multi-entity firms like brokers, banks, and managers to monitor exposures, P&L, risk, margin, analytics, and netting.

Athena is also the only system on the market to provide real-time portfolio and trade monitoring, including holdings, trade status, P&L, risk and stress tests, Flash-NAV, and cash monitoring, all with zero downtime while providing transparency into control over various compliance requirements. Athena has been recognised as the most cybersecure investment management system since 2021, achieving the highest score in the cybersecurity ranking hosted by UpGuard, a third-party risk and attack surface management platform.

Athena's all-in-one SaaS solution

Athenas all-in-one SaaS solution

Athena is a comprehensive, all-in-one SaaS solution, designed to be a flexible and responsive system tailored to the specific needs of financial services firms. Athena's mission is to empower clients by offering a platform that streamlines a firm's investment processes from start to finish.

Athena provides an end-to-end investment process under one single license, covering portfolio, order, and risk management, compliance and surveillance, and operations and accounting. This unified platform integrates Model Management, Rebalancing, Order Management, E-Trading, Compliance, Fund and Investor Accounting, and Client Communication.

Athena's solution is dynamic and adaptable, providing operational agility to comply with market regulations, operate effectively, and maximise investors' ROI. It offers state-of-the-art analytical tools, workflow automations, and independent real-time market data feeds, enhancing operational robustness and resilience.

Athena's platform ensures accuracy, speed, and versatility for traders and portfolio managers, with features such as real-time positions, prices, and analytics, interactive pivoting/subtotaling, complex rules-based order generation, and full control of compliance.

Athena's behavioural investing approach

Athena is a highly flexible investment management system that offers a dynamic, end-to-end solution for businesses. Athena's behavioural investing approach is centred around its ability to discover unique behavioural opportunities and deliver innovative investment strategies.

Athena's behavioural perspective is reflected in its tactical market rotation strategy, which involves rotating among markets based on investor behaviour. This strategy aims to identify and capitalise on behavioural trends and patterns in investor behaviour, allowing investors to invest in the right market at the right time.

Athena's approach also includes a focused behavioural deep-value strategy, which is designed to generate long-term performance. By considering investor behaviour, Athena can identify undervalued assets or markets that may offer potential for significant returns over the long term.

Athena's unified platform

Athenas Unified Platform

Athena is a unified platform that offers a comprehensive solution for investment management. With Athena, you can manage your entire investment process in one place, increasing efficiency and streamlining your operations. Here's an overview of the key features and benefits of Athena's unified platform:

• End-to-End Investment Process: Athena provides a single platform that covers your entire investment process, from portfolio management to order management, risk management, compliance, and accounting. This eliminates the need for multiple platforms and provides a centralised view of your investment activities.
• Flexibility and Customisation: Athena is designed to be highly flexible and adaptable to your specific needs. It can be customised to match your business strategy's unique refinements, ensuring that the platform works seamlessly with your existing processes.
• Data Visualisation and Insights: Athena offers advanced data visualisation tools, providing unparalleled insights into your trading activities. With real-time market data feeds and analytics, you can make more informed investment decisions and enhance your investment strategies.
• Automation: Athena automates various aspects of your investment process, including workflow automations, trade notifications, and post-trade activities. This helps reduce manual errors, increase operational efficiency, and free up time for more strategic tasks.
• Risk Assessment and Compliance: Athena enables you to instantly assess risks and monitor performance in real time. Its compliance and surveillance modules help you stay up-to-date with regulatory requirements, ensuring that your investment activities are compliant with relevant laws and regulations.
• Accuracy and Speed: Athena delivers accurate and timely insights, helping you make data-driven decisions with speed and confidence. Its advanced technologies ensure that you have access to reliable data and analytics, enhancing your investment decision-making process.
• Client Communication: Athena facilitates effective client communication by providing a unified platform for collaboration. This enables better coordination between different stakeholders and helps build stronger relationships with your clients.
• Security and Disaster Recovery: Athena prioritises cybersecurity and has been recognised as the most cybersecure investment management system since 2021 by UpGuard. Additionally, it offers multiple hosting options, including public clouds, private clouds, and customer infrastructure, ensuring data security and disaster recovery.

By leveraging the power of Athena's unified platform, you can transform your investment management process. The platform's flexibility, automation capabilities, data insights, and focus on security empower you to make more informed decisions, reduce risks, and ultimately improve your investment outcomes. With Athena, you can stay ahead of the curve in the dynamic world of investment management.

Athena's alternative to legacy systems

Athenas alternative to legacy systems

Athena is a highly flexible, all-in-one SaaS investment management solution, designed to be an alternative to expensive legacy systems for trading, news, and analysis. Athena's OMS/PMS platform allows users to manage their entire investment process, from start to finish, in one place.

Athena's platform offers a range of benefits and features, including:

• Advanced Real-Time Data Visualisation: Users can gain unparalleled insights into their trading with data visualisation tools.
• Precise Risk Indications: The platform provides precise indications of the risk and return probabilities for financial products.
• Independent Fair Value Pricing: Athena offers added transparency with independent fair value pricing where current prices are not readily available.
• Post-Trade Automation: Users can eliminate systemic risk, manual processes, and reconciliation with post-trade automation.
• Trade Notification Network: This feature enhances the operational robustness and resilience of businesses.
• Unified Management: Athena eliminates the hassle of multiple platforms by providing unified, comprehensive management in one place.
• Superior Documentation: Athena maintains a superior documentation system, capturing in-depth product knowledge in engineering notes for future reference and use.
• Backwards Compatibility: Athena's new products are designed to be backwards compatible with older controllers, allowing for seamless communication between new and old technologies.
• Structured Firmware: The firmware in Athena's controllers is structured so that key routines are compartmentalised, allowing for easy updates and alterations without affecting other parts of the firmware.

By offering a flexible and responsive system tailored to the specific needs of its clients, Athena provides a convenient and powerful alternative to legacy systems.

Frequently asked questions