The PANTHERA TREE
WE‘VE BUILT The
SOFTWARE TO MAKE YOUR INVESTMENT DECISIONS EASIER
Welcome to the ultimate platform
for professional investors
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.
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.
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.
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.
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 tree represents The Act better side of Panthera’s winning formula and one of our 4 pathway entry points.
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
‘‘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
ANALYSE A SINGLE SECURITY
ASSESS PORTFOLIO RISKS
PERFORM A FUND DUE DILIGENCE
ANALYZE A MACRO EVENT
PREPARE AN INVESTMENT COMMITTEE
ASSESS A SECTOR EVENT
WHAT GETS MEASURED GETS MANAGED
WE ARE HERE FOR YOU
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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 | firstname.lastname@example.org | Company ID / 18S07917