A comprehensive Institutional Investor Platform
Gain a comprehensive view of your risk exposure and easily identify
potential investment opportunities—with a dedicated team helping you make
well-informed choices for your portfolio.
How We Support Institutional Investors
Customizable Investment Strategies Artha can easily customize a direct indexing solution by simply digesting any ETFs you currently hold or have a desire for. You may also choose from our vast library of already customized index strategies, optimized from some of the industry's most popular ETFs.
Efficient Tax Management Effortlessly complete trade orders and take action on tax-loss harvesting opportunities to reduce return drag, address portfolios that are exceeding tolerance limits or not aligned with objectives, and manage cash requirements – all within one platform.
Reporting Get valuable insights with a wealth of reports at your fingertips, from historical performance to current allocations and exposures and everything in between.
Elevate Your Organization's Investment Strategy - Master Your Portfolio
Performance
Our advanced Performance feature delivers an in-depth review of
portfolio activity, enabling your organization to secure a competitive
advantage. Effortlessly monitor, evaluate, and benchmark at three
levels: household, client, and account.
Comprehensive Insights for Strategic Decisions
- Benchmarking Excellence: Align your portfolio's performance with industry standards or chosen benchmarks — with a range of pre-set options.
- Periodic Performance Analysis: Dive deep into the performance over specific time frames for a detailed understanding of returns.
- Advanced Risk Evaluation: Analyze your portfolio's market risk and returns, supporting strategic decision-making.
- Risk-Return Optimization Chart: Map out your portfolio's performance, balancing returns with associated risks.
- Market Condition Analysis: Gauge your portfolio's responsiveness to fluctuating market scenarios through detailed charts.
