Asset Management | ATAQ Asset

The asset management solution offers all the functionalities of a modern portfolio management system. This includes portfolio structure analysis, performance measurement, presentation against various benchmarks and various simulation and analysis functions. The system is designed for various asset classes and all common securities. The Asset Management Program is a forward-looking solution for today's portfolio management and enables you to work much more professionally and efficiently. It can also be used for proprietary trading.

Advantages of financial planning.

Complete asset management; portfolio management and evaluation
Detailed portfolio presentation or portfolio reporting. The reports can be converted into HTML, CSV or PDF formats at the click of a mouse and sent automatically
Various simulation and analysis functions. Avoid risks by testing strategy before execution
Representation of all common securities (shares, bonds, funds, discount certificates, reverse convertibles, callable bonds, participation certificates, CPs, futures etc.)
Value@Risk calculations; e.g. loss potential of individual portfolios or portfolio groups
Back, middle and front office functionalities
The portfolio automatically maps a closed cash cycle. Coupons are automatically maintained or added to liquidity.
Multi-client capable
Price suggestions as well as Greeks, mod. Duration, yield, spread to the yield curve, BPV, etc. calculated during transaction entry and in the reports
Real-time reports and position display
Automatic tolerance check of the entered transactions (automation of control routines)
Creation of BVI sheets
Performance presentation against various benchmarks. Price data are automatically historized; e.g. it is possible to view positions and performance at any time at the push of a button, either current or past with the prices of the corresponding day

Asset Management | ATAQ Asset

Advantages of financial planning.

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