Financial Consulting
Portfolio reviews, DCF and comparable valuations, scenario analysis, due diligence and exit strategies — independent analysis for boards and investment committees.
- Valuation
- Scenarios
- Due diligence
Investment analytics & financial consulting
Data. Analysis. Investment decisions.
FINCON4 builds investment analytics programmes and turns regulation, portfolio data and valuation models into decisions you can defend — for asset managers, funds and institutional investors across Europe.
- UCITS
- AIFMD
- MiFID II
- AML/KYC
- BVV2 · KAG/KKV-FINMA
Challenges in financial markets
Investment teams are asked to do more — under stricter rules and with less time
These are the problems we hear most often from asset managers, fund companies and institutional investors.
01
Regulation across borders
UCITS, AIFMD, MiFID II and Swiss rules such as BVV2 and KKV overlap. Every mandate and prospectus has to become precise, testable investment rules.
02
Fragmented, manual data
Portfolio, market and reference data sit in different systems and spreadsheets, so reporting is slow and hard to audit.
03
Risky system migrations
Moving to or upgrading SimCorp Dimension™, Charles River or MIG21 can break rule consistency and open compliance gaps.
04
Valuation under uncertainty
Rates, private-market marks and scenarios change quickly. Static models no longer support confident decisions.
05
Due diligence on alternatives
Private equity and alternative funds need deeper manager and fund due diligence than traditional asset classes.
06
Limited in-house capacity
Specialists who understand both investment compliance and data engineering are hard to hire for a single project.
Services
Three ways FINCON4 supports your investment decisions
From a single independent valuation to an analytics programme that runs inside your systems every day.
Investment Analytics Programmes
We design, build and implement analytics programmes — data pipelines, models, rule sets and dashboards — inside the platforms your team already uses.
- SQL & Python
- Power BI
- Integration
Investment Compliance
Mandate and prospectus analysis, rule coding, mapping, testing and breach analysis for UCITS, AIFMD, MiFID II and Swiss pension-fund rules.
- Rule coding
- Testing
- Migrations
Why FINCON4
Specialist depth where investment, regulation and data meet
Four reasons clients bring their most demanding analysis to FINCON4.
Compliance and analytics in one team
FeatureWe code investment rules and build valuation and risk models — the same people working on the same data.
Your benefit
Decisions that are analytically sound and compliant from day one, without hand-offs between departments.
Hands-on platform experience
FeatureProject work in SimCorp Dimension™, Charles River, MIG21, FondsDesigner®, Bloomberg and Francina.
Your benefit
Faster implementation, no learning curve on your systems and fewer surprises during migrations.
Automation first
FeatureSQL, Python and Power BI pipelines, plus machine-learning assisted processing of fund prospectuses and contracts.
Your benefit
Repeatable, auditable outputs and far less manual checking in every reporting cycle.
EU and Swiss regulatory depth
FeatureExperience with UCITS, AIFMD, MiFID II, AML/KYC and BVV2/KAG/KKV-FINMA, working in English, German and Latvian.
Your benefit
One partner for mandates and funds across EU and Swiss jurisdictions.
Process
A clear path from first call to lasting results
Free consultation
We discuss your objectives, portfolio, systems and deadlines — with no obligation.
Diagnostic & proposal
We review data, mandates and processes and send a written proposal with fixed scope, timeline and price.
Analysis & build
Models, rule sets and dashboards are built and tested with your team, with weekly progress updates.
Handover & support
Documentation, training and a support period so the results keep working after the project.
Why clients trust us
Experience from inside asset management
Hands-on work on compliance systems, fund processes and high-net-worth advisory — now available to your team.
“I have spent years translating regulation and investment mandates into rules that systems can test. FINCON4 brings that precision to every analysis we deliver.”
- 4+
- years in investment compliance and analytics
- 5
- regulatory frameworks translated into executable rules
- 3
- asset management platforms supported in migrations
- HNW
- advisory experience in private equity and alternatives
Platforms & tools
- SimCorp Dimension™
- Charles River
- MIG21
- FondsDesigner®
- Bloomberg
- Francina
- SQL
- Python
- Power BI
Ready to discuss your next investment decision?
Book a free 30-minute consultation. We reply within one business day.