Shark Asset Management System (Shark.AM)

Shark.AM is a module for asset managers. Its tasks are:

• to create reviews of managed portfolios,
• to simplify order placements with joint accounts,
• to present managers up-to-date risk related information.

These tasks are accomplished by means of the following functionalities:

• reviews of client portfolios (tabular, graphical, review of movements, yields, comparison with benchmarks),
• management reviews (summary reviews),
• reviews by financial instruments,
• allocation of resources (creation and placement of orders),
• risk management (compliance with investment policy, risk statistics for financial instruments),
• reports to clients.