CACEIS and French fintech Sismo have partnered to offer a solution for portfolio analysis and optimisation, as well as investment strategy development. As part of the mandate, Sismo’s web platform will be available through CACEIS’ Connect Store, and offers data visualisation and a comparative analysis tool. CACEIS’ asset management clients will have direct access to Sismo’s solution to help them in their decision-making processes. Sismo facilitates the identification of market trends, the selection of stocks and the definition, test and improvement of investment strategies. Arnaud Misset, chief digital officer at CACEIS, says: “Through this partnership, our asset management company clients will be able to take advantage of an integrated and cutting-edge data analysis service to further improve their investment decisions. “The addition of Sismo’s solution to the CACEIS Connect Store also reflects our determination to open up our ecosystem to the best fintechs on the market, and share those benefits with all of our clients.” Emmanuel Dayan, founder of Sismo, adds: “We are delighted with this partnership that expands our platform’s distribution scope and makes access easier. CACEIS clients will now be able to analyse their portfolios directly in Sismo and use all of the factor analysis and equity screening features developed for fundamental investment managers.”
