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Portfolio Management System

How can asset managers get support in their investment management process?

To keep ahead in a highly competitive market, portfolio managers need clean and up-to-date positions and cash information. A comprehensive and accurate data provision, in real time across all portfolios, is key for decision-making, risk assessment, compliance and client servicing.

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Overview

In a fast changing environment, Portfolio Management System (PMS) by SGSS helps our clients to concentrate on their core business - the investment management process - and decreases their IT maintenance costs, while SGSS ensures the ongoing development of the technical infrastructure to keep ahead of new legal and market requirements.

The service is using a Simcorp Dimension platform, state of the art technology, designed for the most demanding asset managers.

The PMS is offered as a service (ASP). All the main parameterizations of the system are already made, and access to main data sources is being already organized, making the system easy to use without delays.

The PMS offers a whole set of functionalities for asset managers to support their investment management process: portfolio analysis, portfolio management, order management, pre-trade compliance check and trading.

Finally, the solution is used in combination with SGSS dealing platform to route clients’ orders to their brokers and with SGSS Middle Office providing Investment Book of Records (IBOR) on a real-time basis.

Key features & benefits

Provides comprehensive real-time information on portfolios.

Offers provision of extensive static data for the securities inclusive comprehensive market data support.

Allows individual parametrization of the system environment based on client-specific requirements (e.g. user rights and profiles).

Ensures automated trading workflows (i.e. order integration, pre-trade compliance checks and order routing in one single step).

Provides electronic communication with external partners, electronic trading platforms and brokers via FIX-Protocol (Financial Information eXchange – FIX®).

How does it work ?

Countries

FranceIrelandItalyLuxembourgUnited KingdomSwitzerlandUnited Arab EmiratesBelgiumDenmarkFinlandNorwayPortugalSwedenSaudi ArabiaAustriaSpainThe Netherlands

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