The Connected Investment Workflow
PoMaTo connects research, portfolio construction, optimisation, implementation, monitoring and reporting within one cloud-native investment infrastructure platform, enabling investment teams to work from one workflow and one consistent dataset.
Where PoMaTo Fits
One consistent data set • One transparent workflow • One source of truth
PoMaTo complements existing investment infrastructure while connecting the complete portfolio management workflow within one cloud-native platform.
Users retain their existing brokers, custodians and operational systems.
Investment Intelligence
Transforming Data into Investment Intelligence
PoMaTo transforms company financial statements, market data, corporate actions, factor exposures and proprietary quantitative models into transparent investment intelligence that supports every stage of the investment lifecycle.
Rather than relying solely on traditional screening tools, PoMaTo combines multiple analytical frameworks, including the Hybrid Relative Value Framework, Alpha Models and Estimation Models, to help investment professionals evaluate opportunities, understand risk and support disciplined investment decisions.
The Investment Technology Landscape
Where PoMaTo Fits
Institutional capability without institutional complexity.
Most investment software solves one part of the investment process.
PoMaTo connects portfolio construction, optimisation, investment operations, monitoring and reporting within one integrated workflow.