At its most basic investment management software is a set of programs used to manage the buying and selling of investments within a portfolio. The term, investment portfolio management software, most often refers to technology enabling the portfolio manager to manage his portfolio(s) and the trading of securities to achieve a specific investment objective.
Investment management is the professional asset management of various securities (shares, bonds and other securities) and assets (e.g., property) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds).
Investment management can take many forms. It can be done, through the use of computer technology, either by the consumer or a professional and can be passive, active, aggressive or conservative.
The action, investment management can refer to sophisticated trading techniques involving derivatives and alternative investments or merely the rolling over of credit defaults.
The provision of investment management services includes elements of financial statement analysis, asset selection, stock-selection, plan implementation and ongoing monitoring of investments.
Investment Management Certificate (IMC)
The IMC is recognized by the fund management industry as the entry-level qualification of choice for those working in financial analysis and investment management in the UK. It is an exam which covers a broad base of conceptual issues and investment products in relation to the investment management industry. Through studying the IMC, delegates will gain a fundamental understanding of the principles that underlie the investment process and usually go on to use some parts of investment management software in their careers.
The Alternative Investment Management Association (AIMA)
Founded in 1990, the Alternative Investment Management Association (AIMA) is the global representative of the hedge fund industry. The AIMA represent all practitioners in the alternative investment management industry – including hedge fund managers, fund of hedge funds managers, prime brokers, legal and accounting firms, investors, fund administrators and independent fund directors.
Investment Portfolio Management Software from StatPro
Although StatPro has been in the business of investment portfolio management software since 1994, it still feels like a young company with plenty of energy and a commitment to innovation. We have over 300 clients across 25 countries and around 250 staff globally. We’re leading the revolt against expensive and complicated portfolio analytics as we believe the global investment community needs a better way to produce and share performance and risk information. The technology is here thanks to the Internet and the advent of cloud computing, but it is the expertise and knowledge of StatPro that can harness that technology to create a game changing investment portfolio management for the portfolio manager and teams.
StatPro Revolution is a complete, interactive and cost-effective online investment portfolio management system. With a wealth of easy to use analytical tools and the ability to share and distribute performance and risk information, StatPro Revolution helps you do more, faster and for less.
StatPro are also able to enrich your portfolio analytics with transaction-based security-level weights and returns or provide you with accurate and detailed risk reporting through our data and risk reporting services.
StatPro provides detailed portfolio analytics products for the front and middle office too, enabling portfolio risk measurement, attribution and reporting. Check out our products that can help you keep clients happy while being compliant, accurate and confident with the latest prices. Our comprehensive data coverage of over 500,000 assets includes an ever increasing number of securities, covering global markets including evaluated bond prices. Our data service is renowned for its high quality and dependable service.