價格：免費
更新日期：2019-11-04
檔案大小：1.2 MB
目前版本：5.2.5
版本需求：系統需求：iOS 9.0 或以後版本。相容裝置：iPad。
The Pension Fund Monitor app enables trustees and managers of pension funds, insurance companies, funds and private banks to access fully up-to-date fund data, 24/7 and from any location. The Monitor provides an overview of the key performance metrics. In addition, the intuitive interface allows the user to obtain more detailed data, such as changes in market value for each asset over time.
With this real-time information tool, you can make the right decisions for the future of your investment portfolio. Find relevant key performance metrics, such as:
· Funding level and recovery plan: monitor your funding level against benchmarks (such as the universe of peers).
· Compliance: shows the breaches of your investment guideline (for example: ESG screening of the UN PRI shows red alerts if investments are made in weapon manufacturers or suppliers)
· Performance: examine the performance of your assets and managers in relation to movements in your liabilities
· SORP financial accounting: shows a full set of financial reports with drill down functionalities..
· Risk: shows the tracking error in comparison with the predefined risk budget
· Holdings: obtain a complete overview of your investment or select your top ten investment
· Cost transparency: obtain insight in the management- and transaction costs of your fund, including benchmarking information against the universe of peers.
· Solvency II: shows the relevant information for market risk and QRT (AS reports).
Maximum protection
Your fund data is fully protected with your personal password. Moreover, no data is stored on your tablet. Thus, even when you lose the device, there is no possibility for third parties to access your data.
