Three Horizons Capital: A Client - First Approach
Four Core Principles
Minimum Viable Product First
Validate adoption before investing further
2.5x more likely to achieve successful digital outcomes
Off the Shelf Tools
40% reduced implementation time
30% lower total cost of ownership
Variable Cost Model
Pay only for what you use
67% of firms report improved cost efficiency
Client-Controlled Stack
Your environment, ensuring data sovereignty
78% rank as "critical" for regulatory standards
Accessing our investment intellect through Artificial Intelligence
Solution Library
-50+ encoded investment solutions
Data Mastery
Security master data management
Portfolio Insights
Speak to portfolios as the Portfolio Manager
Strategic News
Speak to portfolios as the Portfolio Manager
Tailored Comments
Prebuilt customizable client commentaries
Peer Analysis
Relative value proposition insights
API Integration
Connect to existing client workflows
Event Driven Technology enabling scalability & empowering customization in a cost-effective manner
Data API Cloud Fusion
Nasdaq/Snowflake for equity data
Asynchronous Cloud Functions
Real-time data updates for all clients
Big Query Data Storage
Historical performance and holdings
AI Functionality
Enhanced reporting and model generation
External API
Client connections to index data
Front End Appliances
Operational tools like rebalances
Dynamic Framework: Scale, Customization and Transparency
Client Input
Portfolio Construction
Client OMS
Reporting / Continuous Monitoring
Rebalance
Yield, rating, duration requirements…any others
Auto-generate trades based on guidelines
Direct integration with trading systems
AI-enhanced portfolio analysis
Automated triggers maintain alignment
Client maintains fiduciary ownership throughout process.