Securities

Bank

Fund

Insurance

Trust

Investment Analytics and Risk Management Trade Processing and Analysis Data Management
xAsset xSP xPIA xCIRMS xCRS xCRMS xRiskPlus xVAMS xPIMS xIR xAMS xTCMS xCM xEQ xEDM xCreditWatch xData

xAsset - xQuant Investment Management and Analysis System

Introduction

xAsset, the xQuant Investment Management and Analysis System, is a one stop risk management and perfor-mance evaluation solution for financial institutions, ready with cross-currency and multi-asset support. It can serve as a corporate-level investment management and analysis platform for institutional clients with investment and asset management operations. Built on robust investment data management, xAsset covers functionalities such as portfolio management, asset allocation, portfolio analysis, risk analysis, risk monitoring, performance evaluation, and performance attribution.

Applicable Companies And Departments

Bank

Trusteeship department

Pension department

Asset management department, etc.

Brokerage firm

Asset management department
Self-operational investment department
Risk management department, etc.

Fund

Audit department
Risk management department, etc.

Endowment insurance

Investment management department

Risk management department

Enterprise annuity trusteeship department

Occupational annuity trusteeship department, etc.

System Features

Comprehensive support to financial instruments
The system supports domestic and overseas cross-currency and multi-asset financial instruments. In addition to traditional stocks, bonds, funds, deposits and repurchases, it also supports derivatives such as futures, options, interest rate swaps, securities margin trading, trusts, wealth management and non-standard financial instruments.

Advanced performance evaluation system
It provides multi-perspective performance evaluation and analysis for portfolio in performance measurement, performance attribution and risked return rate evaluation.

Flexible and open indicator system
The system provides 500+ standard indicators, covering various aspects of risk analysis and performance evaluation. These indicators not only support customized analysis in the system, but also provide functions such as derivative indicator management and indicator result implementation.

Powerful report function
The powerful report editing, maintenance and publishing platform supports various formats such as WORD, EXCEL, PDF, etc. The report editing function is easy to use, and the report can be exported with no change in form. It also supports the automatic report subscription function, and generates and sends the analysis results to users daily, weekly or monthly.

"Matrix" portfolio management
It supports multi-level and multi-dimensional portfolio construction and analysis; and supports the portfolio analysis in a flexible Drill down mode.

Keep up with regulatory requirements
It meets various requirements related to regulation and analysis functions, such as regulatory statements, investment monitoring, pressure testing and fair trade.