KENDRIS introduces new dimension to investment portfolio analysis and reporting

Adrian Escher
Adrian Escher
Partner, Chairman
Matthias Geissmann
Matthias Geissmann
Director
KENDRIS introduces new dimension to investment portfolio analysis and reporting

KENDRIS has partnered with Globalance Bank, a pioneer in sustainable and forward-looking investments. Using «Globalance World», an interactive digital globe for investors, KENDRIS' «eInvestmentReporting» will provide clients with a novel holistic investment portfolio analysis taking into account ESG, climate change, megatrends as well as ecological footprint.

Globalance Bank, a pioneer in futureproofing and sustainability for financial products, uses globalanceworld.com to analyse and evaluate thousands of listed companies and selected indices in terms of sustainability, ESG, climate change, and megatrends. The platform is impressive, both in the way it offers new standards in the visual presentation of «big data» and because of its numerous interactive options for users. This in turn makes it possible to better understand the complex interconnections between financial investments, to methodically analyse existing investments, and to make responsible decisions on further investments and make the investment tangible.

KENDRIS combines this holistic analytical view with its new collaboration partner, to add another level to its own analysis and reporting tools. With digital securities accounting and interactive eInvestmentReporting, KENDRIS is increasingly targeting institutional investors, CFOs, and supervisory bodies and to this end offers an innovative solution for portfolio analysis from both the fiduciary and accounting perspectives. We can therefore combine information from various accounts and portfolios of clients, using interfaces developed in-house for the leading banks to create a comprehensive financial data source from the consolidated data. In turn, this supports the preparation of various customer-specific analyses, reports or additional statements for legal, regulatory and tax purposes.

This consolidation and reporting solution is in high demand from family offices, pension funds, investment advisers, asset managers and insurers who can now also review, analyse and monitor their situation using all of the power of ESG in terms of environmental, social and governance aspects. If you are interested, please do not hesitate to Please enable JavaScript to view this email address for further information.

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