Asset Arena Portfolio Management

Optimizing efficiency and accuracy are keys to successfully managing investments globally. Asset Arena Portfolio Management gives your firm essential tools to integrate front-, middle- and back-office operations, automate the pre- and post-trade settlement process, and achieve internal and external straight-through processing. The system gives your staff access to robust portfolio management features, while scalable functionality helps accommodate the growth of your client base and your firm.

Features

  • Provides ASP delivered browser-based user interface with customizable menus and drill-down navigation
  • Includes portfolio modeling, rebalancing, “what if analysis”, pre-trade compliance, order creation, order management and post-trade compliance
  • Helps enable extensive performance measurement including the calculation and storage of rates of return at any level down to the security level, composite management and benchmark management
  • Automates the pre- and post-settlement trade cycle including matching, affirmation, and custodial reconciliation
  • Offers an extensive report library with built-in report writer; automated production reporting

Benefits

  • Streamlines workflow with achievement of straight-through processing
  • Simplifies support model with ASP deployment and  complete front-, middle- and back- office integration
  • Reduces operational risk by checking client, firm and regulatory mandates prior to trades
  • Allows firms to effectively articulate their performance results and demonstrate their value add
  • Includes an “Embedded” Disaster Recovery Plan (DRP)
  • Reduces operational cost by leveraging SunGard’s extensive technology resources
  • Helps enable investment managers to focus on their core competency – managing client assets