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

xCIRMS - xQuant Credit Investment Research Management System

Introduction

CIRMS, the xQuant Credit Investment Research Management System, realizes the integration of credit research and investment trade, synchronizes the credit research views, conclusions and reports with traders/investment managers. It connects platforms like information, public opinion, investment and risk control, analyzes internal and external data, establishes multidimensional panoramic view, provides templated channels of credit views, realizes all-round investigation. Through AI semantic recognition, helps investment managers combine market quotation, data with bond pool, transaction order approval to realize the management; uses ML to screening individual and portfolio bonds, multidimensional evaluate the same scenario of bonds.

Applicable Companies And Departments

Pension

Direct investment business department, etc.

Futures

Fixed income department, etc.

Bank

Financial management subsidiary

Financial market department

Asset management department

Inter-bank business department, etc.

Brokerage firm

Fixed income department

Asset management department

Transaction management department, etc.

Fund

Fixed income department, etc.


Insurance

Fixed income investment department

Portfolio management department, etc.

System Features

Semantic recognition auxiliary quotation
In the scenario of trading quotation, such as proprietary trading, market making in the secondary market and distribution buying in the primary market, the system, combined with semantic recognition technology, can automatically divide words and translate them into the element fields for requesting quotation to assist the investment manager to launch quotation quickly and accurately.

Panoramic analysis of issuer/debt
Focusing on internal business data and external information data such as issuer and debts, it fully integrates public opinion information, market data, transaction data and external research reports with internal credit research results to build credit system big data, and combines internal research working mechanism to serve investment transactions.

AI smart bond screening
Combined with self-developed machine learning technology, it supports automatic screening of similar debts, outputs the final report of similar debts according to specific rules, and evaluates the bonds in the same scene in multiple dimensions.

Personalized workbench
The workbench is designed on three parts: leader's cockpit, researcher's workbench and investment manager's workbench, enabling the customization in line with the various responsibilities. Daily, weekly, monthly and quarterly work can be seen clearly on the workbench, and market conditions, credit research, investment transactions and other steps are perfectly integrated thereon.

Comment templating
For business processes such as investigation, research and research, which need to enter detailed credit opinions, the corresponding templates can be customized according to the types of reviews. The system automatically matches each review scenario and quickly derives historical opinions or review templates, so that researchers can save the simple repetitive tasks in daily work.

Credit pricing
It can quickly calculate the interest rate spread results according to the data of stock bonds in the whole market, and output the chart results according to time, external rating, industry classification and enterprise classification.