softTarget's objective is
to help you optimize your Portfolio Management Process, and to
implement your investment decisions optimally, at the speed of
technology, while satisfying compliance rules. iBalanceTM
can manage and report on a wide range of international
instruments: equities, fixed income, mutual funds and
derivatives. It also supports related portfolios.
Modeling
iBalanceTM is a Multi-Models
solution. It allows the creation of different portfolio models and
lets you associate them to a portfolio or a section of portfolio. For
example you can manage a portfolio using model "CDNE" for the
Canadian Equities, model "USE" for the US Equities and model
"FI" for the Fixed Income. Each model can be maintained by a
distinct manager.
Major characteristics
- Web based solution
- Multi-Models / Multi-Managers
- Information access management
- Separation of duties
- Allows targets relative to a market
index
Portfolio
modeling