Financial Portfolio Management   business/investments, IBM AT
Financial Portfolio Management Software
 
Microbytes Daily News Service
Copyright (c) 1989, McGraw-Hill, Inc.
If you are an active investment manager concerned about
competition from index trackers, Computer Design offers a
software program, designed for use in conjunction with the
company's Financial Portfolio Management (FPM) system, that
gives you an alternative to index tracking.
 
Investment Manager Beats Index Trackers (IM-BIT) lets you record
guidelines for 1000 or more clients. It goes through your client
profiles in minutes; informs you about under-investments and
overinvestments client by client, sector by sector, and currency
by currency; and helps you make adjustments to restore a
portfolio to its guidelines -- you decide what to buy and sell,
and IM-BIT determines the amounts for each client.
 
The FPM system is designed to automate dealing, cash management,
portfolio valuation, performance measurement, accounting, and
management reporting functions related to investment management.
The system contains integrated facilities for equities, unit
trusts, bonds, money market instruments, traded options,
commodities, and financial futures.
 
Features of the system include a relational database for funds
(clients) and securities with on-line search, update, and report
facilities; a report generator; and a historical database.
 
FPM and the IM-BIT module run on IBM ATs under DOS 3.0, as well
as on networks, multiuser systems, and turnkey systems under DEC
VMS, AIX, SCO Xenix, and Unix.
 
Price: L1500 for the IM-BIT module; L3500 for the base FPM
module; L750 to L2500 for other FPM modules.
 
Contact: Computer Design, 10-12 Exhibition Rd., South Kensington,
London SW7 2HF, UK, 44-01-589-7331.
 
                              --- Martha Hicks
 
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