Wholesale Banking
Portfolio Management System
Overview
In a fast changing environment, Portfolio Management System (PMS) by SGSS helps our clients to concentrate on their core business - the investment management process - and decreases their IT maintenance costs, while SGSS ensures the ongoing development of the technical infrastructure to keep ahead of new legal and market requirements.
The service is using a Simcorp Dimension platform, state of the art technology, designed for the most demanding asset managers.
The PMS is offered as a service (ASP). All the main parameterizations of the system are already made, and access to main data sources is being already organized, making the system easy to use without delays.
The PMS offers a whole set of functionalities for asset managers to support their investment management process: portfolio analysis, portfolio management, order management, pre-trade compliance check and trading.
Finally, the solution is used in combination with SGSS dealing platform to route clients’ orders to their brokers and with SGSS Middle Office providing Investment Book of Records (IBOR) on a real-time basis.
Find out more
Securities Services
- Fund Service Suite
- Middle Office Outsourcing
- Execution & Dealing Services
- Currency Hedging
- Alternative Funds Service
- Fund Distribution
- Portfolio Management System
- Analytics & Reporting
- Global Custody
- Securities Lending
- Global Broker Services
- Derivatives & Collateral Management
- Local Custody
- Global Fund Trading (GFT)
- Issuer Services
12
Mar
2020
Prime Services & Clearing
We offer execution, clearing and prime services across the following asset classes: equities, FX, fixed income,...
We offer execution, clearing and prime services across the following asset classes: equities, FX, fixed income,...
Corporations and Institutions
We offer execution, clearing and prime services across the following asset classes: equities, FX, fixed income, commodities, and listed derivatives.
Prime Services & Clearing
11
Mar
2020
Foreign Exchange
We offer a client-driven, full-service FX model with comprehensive global coverage, 24/7 seamless execution and...
We offer a client-driven, full-service FX model with comprehensive global coverage, 24/7 seamless execution and...
Corporations and Institutions
We offer a client-driven, full-service FX model with comprehensive global coverage, 24/7 seamless execution and extensive trading capabilities in a broad range of currencies in FX spot, forwards, futures, swaps and options.
Foreign Exchange
11
Mar
2020
Equities
We are a pioneer in equity and equity derivatives
We are a pioneer in equity and equity derivatives
26
Feb
2020
Cross Asset Solutions
A group of experts to meet all your needs in global markets
A group of experts to meet all your needs in global markets
Corporations and Institutions
A group of experts to meet all your needs in global markets
Cross Asset Solutions
26
Feb
2020
Rates and Credit
Our Fixed Income enables you to buy and sell financial products, raise funding and manage risk. We offer market-making...
Our Fixed Income enables you to buy and sell financial products, raise funding and manage risk. We offer market-making...
Corporations and Institutions
Our Fixed Income enables you to buy and sell financial products, raise funding and manage risk. We offer market-making services in credit and interest rates cash and derivatives.
Rates and Credit