Månedsarkiv: december 2013

An Efficient Tool for Exceptional Managers

Organizational work is done separately, we sometimes forget the basic skills and approaches that can leveraged across the ventures. One such skill is portfolio management, the application of systematic tools for reducing risks and maximizing the return of investments.

Portfolio management is conventionally associated with financial strategies. You then manage the risk and return in the portfolio by adjusting the combination and value of investments, since it is given that all of them will ascend or drop to same degree at the same time. It is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other encountered in the effort to maximize return at a given appetite for risk.

It is the manager, co-manager, or a team of managers who are responsible of making doing all of these works. Therefore, managers are expected to do this job spontaneously and efficient, financial portfolio management software will be a good tool to make it more achievable.

Financial portfolio management software –with features and different functions is made for advancement for your business. Providing you with up-to-date information, real-time execution of capabilities and minimum manual processing, it will give you the ability to simulate, analyze and execute investment strategies across portfolios, funds and mandates. With less precious time spent due to automation, your managers the edge for competition and more opportunities of growth.

This tool is especially designed for portfolio managers, across wide range of asset classes and instrument types. Financial portfolio management software aids on reducing you operational risk, allows efficient and timely generation of strategies and supports multiple investment processes, strategies and management task.

Financial portfolio management software has all the tools you needed to build that growth and these are some of the most common tools, including its basic function.

  • Strategy Builder: Set up strategies for cash-slow simulation and switching benchmark alignment when you want to enable one or more investment strategies.
  • Rebalancing: This tool allows you to realign investments expediently to desired portfolio limits, ensuring that investment strategies remain within client mandates and desired risk levels.
  • Multiple Portfolio View: This tool is tailored for the kind of organization where portfolio construction workflows and functionalities are applied simultaneously over multiple portfolios. You can create simulations and apply strategies whilst targeting group or position levels, offering new levels of rebalancing and modeling capabilities across different portfolios simultaneously.

The assurance of growth in your business depends on how it is managed –attaining its goal on the proper circulation of finances determines a quick return of investments and with the right tools in place, exceeding your targets is possible.

financial risk management

The Financial Services Risk Management Scheme

Relative to general risk management, financial services risk management requires intensive identification of sources, then measuring it, and formulating plans to address them. It is considered as the practice of creating economic value by using financial tools and instruments to manage exposure to risk, particularly credit risk and market risk. Financial services risk management can be qualitative and quantitative. As a specialization of risk management, financial services risk management focuses more on when and how to hedge using financial instruments to manage costly exposures to risk. A holistic approach enables the company to have a high level of awareness, as well as a uniformly assess, professionally manage and suitably control all of its risks. It is important to take control of risks to be able to sustain the competitive world of finance and investments.


This implies that finance managers likely have many opportunities to create value for shareholders and investors using financial services risk management. To determine which risks are cheaper for the firm to manage than the shareholders is considered the critical part. Market risks result in unique risks for the firms are the best candidates for financial services risk management. The concepts of financial services risk management gradually change in the international realm. Most of the corporations are facing a lot of obstacles to overcoming the challenges. The basis for the development of an optimal strategy and for taking the right entrepreneurial decisions lies on proper analysis of the financial services risk management.


When You Can Use the Management Scheme


You should take on the project when increases shareholder value. Finance theory shows that you cannot create value for shareholders, also called its investors, by taking on projects that shareholders could do for themselves at the same cost. When applied to financial services risk management, it simply shows that managers should not hedge risks that investors can acquire for themselves at the same cost. This notion was captured by the hedging irrelevance proposition; in a perfect market, the firm cannot create value by hedging a risk when the price of bearing that risk within the firm is the same as the bearing price outside of the firm. Hence, financial markets are not likely to be perfect markets.

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Fund Management Software: Taking the Risk

To upgrade your pension fund management, you can rely unto two things; hire a specialist perfect for the position or give yourself a break on hassle calculations through the help of fund management software. However, indulging into this kind of investment would need very keen research and observation.

Nowadays, a huge percentage of businesses rely unto technology. Not that we set aside the labors of hard work from the people who started the business, but having the option to streamline and experience a cost-efficient way of delving to this matter would be best.

Pension fund management can be critical; limiting ourselves to the usual thing would mean that we do not accept challenges. One thing we have to bear in mind is that when we start to be optimistic and open-minded, we come to realize that these enhancements will take us above and beyond.

Gearing up your Knowledge on Fund Management Software

When we talk about software, we always have in mind about technology. We are dependent to it, and we could totally rely unto it. Here are few of the good things fund management software can provide you:


When we deal with software, we also deal with accuracy. You don’t want to commit errors on those computations, however, dealing numbers can be very tough, it will be lightening in your part to have it right at hand.

Cost Efficient

Software is easy to manage, low maintenance needed and very versatile. You can use the software how you need it, from large scale computations down to the small ones, you can depend on it.


You can even produce transactional records on funds and investments in a timely manner; it may be daily, monthly or annually.

Quick and Easy

The software is designed comprehensive and easy to use. With the known application Microsoft Excel, you will be familiar on its usage.

Well, there may be limitations arising on the use of fund management software but practically, it is your one-stop partner; accurate, cost efficient, timely, quick and easy to use, these are considered to be your partners once you’ll deal with software.


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Account Management in Investment Accounting

The analysis and management of financial accounts that are involved in investments must be done carefully to maintain accuracy in ensures legality. Different regions have different regulations on how investments are managed. If you fail to report earnings and other vital tax information accurately, it will lead to serious sanctions in some places then will put you to jail for an extensive period of time and cost large monetary fines. However, courts are unable to see the difference between fraud and a mistake, so it is really important to ensure that all investment accounting is handled with the utmost attention to detail.

Some people may choose to manage accounts alone, especially the ones who invested only few thousands of dollars. There are many informative materials, such as books that outline basics of account bookkeeping and investment strategies which are very helpful to new investors. Many consider putting up an account management software that will aid the mathematical side of record keeping. And there is tons of it that are ready to be installed to your computer.

Investment accounting software or manager will help you do the job faster and more accurate. This will also make you save time and reduce operational risk with it automated and flexible workflows. It also allows you to customize delivery of reports.

A licensed or certified investment accountant with a wide range of skills that differs from that of some regular accountants is the ones who usually handle investment accounting. These professionals help in developing investment strategies that will promote and increase the growth of a client’s capital and are also responsible for maintaining and preparing tax data for all investment accounts. Some of them are hired directly as a financial officer or account manager, while others work out to brokerages and may have many clients.

It is difficult at first to take hold of the scope of investment accounting. In addition to keeping records exact and up to date, it is important that you understand the investing market to able to make the best financial investment plan. You may want to schedule an appointment with a financial adviser to help come up with basic investing plan before taking a chance on self-accounting especially if you’re a novice.


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asset manager software

How to Design a Versatile CRM for Financial Services

The benefits of CRM for financial services go beyond sales and marketing support. This powerful solution will also help you manage your organization more effectively, offering versatile functionality that will help streamline business practices as well as manage customer and client relationship. However, to maximize versatility, CRM for financial services like banks and investment firms should be carefully designed. This requires good understanding of the capabilities of the CRM for financial services, along with the latest knowledge of emerging trends in the way that it is used in banks and investment firms.

First of all, consider the ways where CRM for financial services for banks and investment firms help boost efficiency and cooperation among all the employees of all levels of the organization.

  • They give comprehensive views of customer information to easily identify and target clients of high value.
  • CRM for financial services promote the automation of important tasks that will boost overall operational efficiency, reducing oversights and errors.
  • They increase the value of the investment of your business in information technology.

Be aware the more and more companies are successfully integrating CRM for financial services with social media strategies to permanently increase their overall power and the benefits of the solution. Social media is not only a powerful marketing tool, it is equally critical in delivering effective customer service and managing customer relationships. The channels of social media create opportunities for business to not only talk to customers, but also listen and respond in very relevant ways.

An important aspect in designing and integrating social media strategy with your CRM for financial services is defining meaningful and actionable metrics to power your marketing and search engines. Many business professionals are getting greater access to the social data of their company, but are not exactly sure what to do with it. If you are one of them, implementing social CRM for financial services processes can help you analyze, organize and act upon social data to get revenue-generating benefits.

From a business development perspective, properly developing a social media strategy, and getting and leveraging data ensures a strong potential return on investment for your CRM solution. It also can trigger a fast acceleration in the rate where your business is going.

portfolio management

Three Benefits of Fund Accounting Software to Organizations

Charitable organizations play a big role in communities, but they usually face difficult fiscal and operations obstacles to fulfill their missions. Unlike businesses that can leverage investments and make bold moves on credit, nonprofits mostly depend on contributions made to the organization through the public or private sector. Even the savviest businessman can have trouble try to make a model function when awareness is low and resources are tight. Fortunately, fund accounting software can help make running an organization easier. Aside from the accurately tracking every cent, fund accounting software carries with it additional benefits that are well worth the cost. It might be obvious at first glance, but it is important that you keep the following benefits in mind.

Making Do with Less

Organizations usually have to prioritize expenditures. Disheartening as it might be for leadership, there are campaigns, promotions and programs that are out of reach for these groups. That is, if they are not able to manage their funds properly. With fund accounting software, an organization can determine the real time status of their funds which is of great help in prioritizing certain projects over the others.

Tax Compliance

While organizations are usually exempt from income or property taxation, organizations that exceed a certain threshold in gross receipts should file Form 990 with the IRS. Having the ability to track gross receipts in a fund accounting software can certainly give some peace of mind to the accounting manager. There are fund accounting software that has the ability to produce Form 990 right within the software, as others might just produce the supporting information for the filing of the form.

Accountability to Stakeholders

Perhaps one of the most important aspects an organization seeks in a fund accounting software is the ability to give meaningful reports to different stakeholders in the organization. A solid fund accounting software is able to allow the accounting department to produce reports that are of interest to the organizations board of directors, program managers, executive director and other interested parties. A fund accounting software package might have a sleek user interface for the input and maintenance of organization transactions, but it can fall short of expectations if it cannot create meaningful reports.

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Running an organization with financial asset management systems

Running an organization or a business is not an easy task for any person or group. There are times when organizations face crisis. What is important is that they are able to positively face this crisis and with the help of certain tools, processes and solutions as well. Certain innovations and strategies are necessary when coping with financial crisis. Organizations, at certain points, face this challenge. This will allow them to evaluate their different contingency plans so that they are able to cope with it and get back on their feet.

There are a number of financial asset management systems that provide solutions for organizations.  These systems are able to support portfolio management and risk management operations as well. There are technology partners, who can provide affordable and flexible financial asset management systems that will be very important for the organization. These systems will be able to help them in so many ways.

Cost efficient system. The use of software in financial asset management systems are proven to be cost efficient most especially that maintenance of such software is also provided by the technology partner. This allows the organization to downsize on some staff so that they can divert funds to other organizational needs.

Also, when this software is purchased in bulk along with other software systems for the organization, they can avail of certain discount which makes it gives the organization more savings. These systems are also updated and can be automated in a manner set by the organization to benefit them.

Management system advantages. How will an asset management system help an organization? Is it necessary? There is a much needed comprehensive maintenance work and management solution when it comes to having those effective financial asset management systems.

These systems can be integrated with an organizations existing systems to help them rise back up and double check which process they need to develop or enhance.  With these financial asset management systems, organizations are able to get back on their track and achieve their goals in both operational and financial aspects. They are able to make better decisions as well since they are given all information that they need.

Learning the Basics on Investment Management Systems

In today’s global market, it has become hard for the typical individual to stay ahead of the curve without using helpful resources like investment management systems. Otherwise known as wealth management, investment management systems is aimed at helping people and organizations better manage their investment portfolios. One of the key advantages of such systems is the ability to get very personalized advising. With such kinds of systems, you are able to achieve personal experienced based upon their own set of needs.

The main goal of an investment management system is to allow the consumer to do things on their own that would normally be available only through major corporations and companies. The software usually combines all kinds of investments, and many kinds of investment and portfolio analysis. The main goal of investment management systems is to help the consumer acquire complete control o their financial destiny. By doing so, you can increase your overall performance.

Some of the key benefits of using investment management systems are the understanding and clarity that you will get with the whole investment management process. By completing investments and managing assets on your own using investment management system, you can fully understand the business. Another benefit is the complete control you will have right at your fingertips. You can control your own financial future with the ability to make changes as you deem necessary. This should give you convenience in both time and money.

Ultimately, you will spend less money by doing things yourself and decrease the amount of time needed to spend for your financial planning. Using investment management systems will spare you from seeking the services and advice of a registered investment advisor. Again, this is a major contributor to spending less money and time.

Most investment management systems have now evolved into cut and dry easily learnable technology. This software will help eliminate the need for wealth management advisors, asset allocation advisors and register investment advisors. These programs might not be failsafe, but it would be safe to say that they can direct you in the right path to investment and financial enlightenment.

asset manager

4 Software Solutions Utilized by Asset Manager Systems

An asset management system involves three steps. First is the creation of an efficient archive that is able to hold digital resources, including text, images and audio, and the metadata that will describe them; second is the implementation of an infrastructure to make sure that these electronic data are preserved and managed in a way that they will not be obsolete; and third is the implementation of search facilities that will allow users to locate, retrieve and identify a digital object.

Four of the most common asset management systems used today are the CAFM or computer-aided facility management; CMMS or computerized maintenance management systems; EAM or enterprise asset management systems; and IWMS or integrated workplace management systems. Maintenance and engineering managers tend to most familiar with only two types of asset management systems.

  1. Computerized Maintenance Management Systems (CMMS). Departments that offer asset management system and custom services should consider getting a CMMS that support core maintenance activities important to ensure that the organization’s assets continue to perform cost-effectively and optimally. Some of the modules associated with CMMC technologies are inspections management, help desk; work-order management, work management for staff and vendor time, inventory parts management, and asset and equipment management.
  2. Computer-Aided Facility Management (CAFM). This asset management system technology benefits for departments that take care of space, leases, building operations and maintenance. Managers now increasingly need controls to effectively plan, coordinate and execute bigger projects. While most CAFM tools support asset management and maintenance operations, many are not able to provide the depth of functionality in this area of CMMS.

But beyond CMMS and CAFM, managers can also consider two more additional asset management system options. These are the following:

  1. Enterprise Asset Management Systems (EAM). These asset management system applications offer more functionality to support large-scale project managements, scheduling, planning, reliability maintenance, energy monitoring, and integration with building automation systems. EAM technologies are able to integrate with platforms for enterprise human resources and resource planning.
  2. Integrated Workplace Management Systems (IWMS). These asset management system applications offer a comprehensive platform to manage complex relationship that involve schedules, resources, contracts, buildings, equipment, properties and space.