ObjectWay Portfolio Manager
ObjectWay Portfolio Manager assists portfolio managers in decision making and execution tasks by supporting construction of model portfolios, portfolio valuation, risk assessment and performance measurement, portfolio rebalancing, investment rule compliance, order management and reporting.
Product’s features include:
- Position keeping, exposure analysis, cash flow projections;
- Construction of model portfolios recursively composed of asset classes and securities;
- Hedging strategies using listed derivatives and OTC contracts;
- Simulation of buy/sell orders, specified directly or according to targets;
- Complete or partial realignment of portfolios;
- Compliance - regulatory, contractual and other types of investment rules and constraints;
- Order transmission, order allocations;
- Reports for relationship managers, portfolio managers, clients and compliance;
- Risk-performance indicators, performance attribution.
ObjectWay Portfolio Manager grants users maximum flexibility while maintaining operational efficiency:
- allows the highest degree of personalization in portfolio management;
- offers the best support to compliance checks, thanks to the capability of dynamically classifying securities, customer accounts and setting various types of constraints;
- adapts in real-time to market movements and external events;
- preserves the high scalability needed for mass-market discretionary portfolio management;
- is capable of serving portfolio management needs of both institutional and retail clients.
ObjectWay Portfolio Manager can be run together with ObjectWay Securities Middle & Back Office. It is also ideal for Banks and Asset Managers with existing back-office securities platforms in need of software that enables state-of-the-art portfolio management.
Appears on these sections
Product and service specifications
| Database |
• DB2
• MS SQL Server
• Oracle
|
| Language used |
• Java
|
| Operating system |
• N/A
|
| Pricing structure |
• N/A
|
| User interface |
• N/A
|
Tags:
Discretionary portfolios, managed portfolios, compliance
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Company profile
The ObjectWay Group was founded in 1990 and has grown to be a leader in software solutions for the financial services industry in Italy and Europe.
ObjectWay Financial Software answers to the needs of banks, asset managers, brokers and insurance companies with a shared, open application architecture.
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