Performance analysis [ai-Portfolio]

System overview

Features and Main functions

One-Click Reporting Environment

  • Professional Reporting & Data Component use
  • Reports in various formats including PDF, Image, and Excel
  • Provision of customized report by customer

Integrated management of domestic and foreign market information and fund management information

  • Various domestic and foreign key indexes and price information of securities
  • Provision of comprehensive information (issue, operation, transfer, RM information) and holding, sale, performance data by fund)

Provision of various performance analysis and risk management tools

  • BM management and analysis system based on various domestic and foreign key indexes
  • Detailed Performance Measurement by Fund, Asset, Industry, and detailed
  • Various types of operation and risk simulation

User – Friendly Interface

  • Convenient DATA Control: OLAP (pivot table), Alignment, Sorting Function
  • Data storage function in various ways : Excel, Text
  • Building User-specific Environment for each user: screen composition, menu composition, system environment setting

Manager-centered system utilization

  • Differentiation by collective investment company and development of customized screen according to specific needs
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