PIMS – Portfolio Investment Management System – is a multi-tier system for processing of a wide range of specific portfolio analyses, calculation of performance for various indices, based on historical data for multiple years, and graphic representation of the calculated results, providing important data for decision making.
The application achieves several key objectives:
- To provide a robust and efficient way of storing historical financial and statistical data.
- To automate the daily processes required for portfolio construction, valuation and risk monitoring.
- To produce personalized comprehensive, coherent and straightforward statistical reports.
PIMS provides a set of daily procedures for data maintenance.
Portfolio construction is an interactive feature which allows the user to select a group of indices, perform peer group analysis, retrieve historical information, run statistical analyses and create reports.