Flexible, tailored reporting that communicates with what investors want to see.
Keywise focuses primarily on companies in the Greater China markets, mainly Hong Kong, China, Taiwan and Singapore. The firm employs a fundamental, bottom-up investment style, fueled by the on-the ground, independent research it produces from its Hong Kong headquarters and Beijing research office.
Keywise started out using the Axys portfolio reporting and accounting system. It subsequently upgraded to Geneva, the industry-leading multiasset–class, multicurrency, real-time portfolio and general ledger accounting solution. Geneva has since become so integral to Keywise’s operations that the firm recently signed a fresh five-year contract for the system.