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Introducing
The PANTHERA TREE

WE‘VE BUILT The
SOFTWARE TO MAKE YOUR INVESTMENT DECISIONS EASIER

Welcome to the ultimate tool
for professional investors

REQUEST A FREE DEMO TAILOR YOURSCENARIO The Panthera Tree enables you to use your personally customized and causally reasoned assumptions to configure your portfolio scenarios. This takes stress-testing and scenario-planning to the next level. RECOGNIZEYOUR TRADINGPATTERNS Understand why you have decided what and when in order to improve your decision quality. Increase the number of success trades for the right reason by maximizing skill and minimizing luck in your investment process. MEASURECAUSALATTRIBUTION Markets are driven by causal factors. The Panthera Tree is the first solution that empowers you to coherently reason your understanding of market complexity in a causal way. LEARN FROMYOUR SUCCESSES& MISTAKES You build, evaluate and monitor your investment hypothesis in one place. This empowers you to learn faster while evaluating the outcome of decisions, whether right or wrong. ENSURE TEAM ACCOUNTABILITY Effectively manage your investment team based on transparency and accountability in their investment decisions. Facilitate continuous improvements through steepening the learning curve of each single team member. VISUALIZE &AUTOMATE Latest behavioral design elements integrate lean documentation into your investment decision making. It makes your life easier and that of the regulator too. MANAGEINVESTMENTTEAMS Home-office or on-site? The Panthera Tree enables investment decision makers to effectively collaborate. Colleagues can track the reasoning of each other´s investment ideas in one place with different degrees of detail. PREPAREINVESTMENTCOMMITTEES Sharing valuable feedback in investment team settings is understood to add value, but often done inadequately. Share, prepare and compare your critical appraisal respectfully and effectively. RECOGNIZE STYLE DRIFTS Different to available portfolio, risk management or compliance tools, the Panthera Tree enables you to use the right assessment method under various uncertainty and risk types. INTEGRATE YOUR RMS Use your existing software tools to conduct research for creating and assessing evidence to feed the fully compatible Panthera Tree. INTEGRATE HUMAN & ARTIFICIAL INTELLIGENCE As an overlay-technology, the Panthera Tree supports you in finding an effective balance between machine-based forms of analyses and their contribution to the investment process. EASIERCOMPLIANCE It complies with regulatory standards like Solvency II, Mifid II and Business Judgement Rules, while keeping your focus on value creation through better decision making. INTEGRATEYOUR PMS Use your existing software tools to conduct research for creating and assessing evidence to feed the fully compatible Panthera Tree. SAVE TIME Professional investment management is demanding and laborious. As a smart decision tree, it guides you to apply the right tools at the right time. The Panthera Tree utilizes lean management techniques. SAVE COSTS It saves precious working time and cuts down opportunity costs. As an overlay technology, it also helps you cut down your software and IT infrastructure expenses to what actually adds value to your investment process. EMBRACE NARRATIVE REPORTING With the Panthera Tree you can more effectively stay compliant with the request of narrative reporting, by switching from data collection and reporting to evidence-based, causality-driven reasoning.

RECOGNIZE YOUR TRADING PATTERNS

Understand why you have decided what and when in order to improve your decision quality. Increase the number of success trades for the right reason by maximizing skill and minimizing luck in your investment process.

SAVE COSTS

It saves precious working time and cuts down opportunity costs. As overlay technology, it also helps you cut down your software and IT infrastructure expenses to what actually adds value to your investment process.

MEASURE CAUSAL ATTRIBUTION

Markets are driven by causal factors. The Panthera Tree is the first solution that empowers you to coherently reason your understanding of market complexity in a causal way.

LEARN FROM YOUR SUCCESSES AND MISTAKES

You build, evaluate and monitor your investment hypothesis in one place. This empowers you to learn faster while evaluating the outcome of decisions, whether right or wrong.

SAVE TIME

Professional investment management is demanding and laborious. As smart decision tree, it guides you to apply the right tools at the right time. The Panthera Tree utilizes lean management techniques.

PREPARE INVESTMENT COMMITTEES

Sharing valuable feedback in investment team settings is understood to add value, but often done inadequately. Share, prepare and compare your critical appraisal respectfully and effectively.

RECOGNIZE
STYLE DRIFTS

Different to available portfolio, risk management or compliance tools, the Panthera Tree enables you to use the right assessment method under various uncertainty and risk types.

ENSURE TEAM ACCOUNTABILITY

Effectively manage your investment team based on transparency and accountability in their investment decisions. Facilitate continuous improvements through steepening the learning curve of each single team member.

MANAGE INVESTMENT TEAMS

Home-office or on-site? The Panthera Tree enables investment decision makers to effectively collaborate. Colleagues can track the reasoning of each other´s investment ideas in one place with different degrees of detail.

INTEGRATE YOUR PMS & RMS

Use your existing software tools to conduct research for creating and assessing evidence to feed the fully compatible Panthera Tree.

VISUALIZE & AUTOMATE

Latest behavioral design elements integrate lean documentation into your investment decision making. It makes your life easier and that of the regulator too.

EASIER COMPLIANCE

It complies with regulatory standards like Solvency II, Mifid II and Business Judgement Rules, while keeping your focus on value creation through better decision making.

TAILOR YOUR SCENARIO PLANNING

The Panthera Tree enables you to use your personally customized and causally reasoned assumptions to configure your portfolio scenarios. This takes stress-testing and scenario-planning to the next level.

EMBRACE NARRATIVE REPORTING

With the Panthera Tree you can more effectively stay compliant with the request of narrative reporting, by switching from data collection and reporting to evidence-based, causality-driven reasoning.

The Panthera Tree is a behavior-tech solution that facilitates most evidence-based investment decisions.

CLOUD-BASED SAAS COMPATIBLE WITH OTHER SOFTWARE TOOLS
INTEGRATES PORTFOLIO MANAGEMENT, CONTINUOUS LEARNING & COMPLIANCE ASPECTS
EASILY TRACK MULTIPLE INVESTMENT DECISIONS IN ONE ORGANIZED PLACE
REGULATORY
‘‘PEACE OF MIND‘‘ THROUGH NARRATIVE REPORTING
EMPOWER YOUR TEAM THROUGHOUT THE INVESTMENT DECISION PROCESS

FOCUS ON EVIDENCE. BE SMARTLY GUIDED.
MEET INVESTMENT OBJECTIVES.

SEE THE PANTHERA TREE IN ACTION

USE CASES

ANALYSE A SINGLE SECURITY
ASSESS PORTFOLIO RISKS
PERFORM A FUND DUE DILIGENCE

DASHBOARD

USE CASES

ANALYZE A MACRO EVENT
PREPARE AN INVESTMENT COMMITTEE
ASSESS A SECTOR EVENT

WHAT GETS MEASURED GETS MANAGED

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About Panthera Tree

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OUR MISSION IS
TO EMPOWER YOU

Panthera Solutions Sarl
5, Avenue Saint Laurent | MC 98000 | Monaco | info@panthera.mc | Company ID / 18S07917

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