Connecting Portfolio Managers, Traders and Administrators
Today’s portfolio managers need technology solutions that connect key trading functionality to the investment decision-making process so they can stay focused on delivering value to their clients.
Investment Management SolutionSM (IMS) from Fiserv supports the entire trading process – from account screening and portfolio validation to order generation and trade execution. By combining industry accepted trading best practices with advanced technology, IMS can deliver a proven solution that allows investment managers to:
- Construct portfolios
- Perform real-time what-if analysis
- Conduct risk analysis
- Implement informed decisions more quickly
By automating repetitive tasks, asset managers can reduce errors and gain efficiencies by seamlessly embedding their market insight into each client portfolio.
Empowering Investment Managers to Focus on Investment Solutions
IMS provides investment management firms with a quicker, more efficient process for creating active portfolios. This solution allows portfolio managers to directly apply their market insights concerning favored sectors and securities and measure the impact of those decisions against model portfolios or other benchmarks.
Streamlining and Maximizing Efficiencies
The IMS Optimizer, a feature of IMS, allows investment managers to create and manage custom portfolios that have a favorable tradeoff between risk and return.
The Optimizer simultaneously takes into account:
- Compliance regulations
- Risk measures
- Security rankings
- Tax implications
IMS quickly identifies portfolios that are out of line with their models or model portfolios, therefore helping managers minimize dispersion across all accounts. The Optimizer trade generation process suggests trades that can reduce marginal contribution to risk and allow a portfolio to track more closely to its model, benchmark or index.
Managing Risk and Credit Exposure
IMS enables managers to incorporate potential risk factors into the trade generating process. Managers can choose to use the Risk Model, a feature of IMS, or a third-party risk model.
The Risk Model contains robust procedures for matching securities and uses risk estimates for unmatched securities. The Risk Manager estimates the sector and investment style exposures for equities and equity mutual funds. The Risk Model is tightly integrated into the trading process and is highly responsive to market conditions.
Greater Efficiencies Through Management-By-Exception
IMS automates complex and repetitive processes, thus reducing errors and improving workflow. It also tracks individual portfolios against portfolio models or benchmarks, thereby generating exception reports that highlight accounts in need of attention. Through automation and portfolio tracking, these two capabilities increase productivity and free portfolio managers to concentrate on core business activities.
Unparalleled Integration and Connectivity
The solution’s open architecture allows for easy integration with existing legacy systems and connectivity to a variety of platforms and systems using XML and FIX industry-standard protocols. Portfolio managers can utilize the powerful order management capabilities to execute orders
through any trading venue or choose to integrate IMS with any existing order management system.
> For more information on our products, contact us at 201.332.2020 or Request More Information.