Månedsarkiv: januar 2014


What is the Purpose of an Asset Management System?

An asset management system is a plan of action an organization undertakes to ensure that its infrastructure and other allied assets deliver the desired standard of service. Asset management systems are usually used where the available assets are co-dependent in nature and are, therefore, meant to work cohesively for the achievement of optimal results.

Purpose of Asset Management Programs

The main purpose of an asset management system is to clarify for a certain standard of service will be given using designated assets in a way that is justifiable and optimal. The term “optimal” is a way to describe a situation where a superior standard of service can be best achieved at a minimal overall cost. On the other hand, justifiability has something to do with the complete presentation of all the benefits and costs for scrutiny purposes in order to gauge the efficiency and effectiveness of the activity.

Basics of Asset Management Programs

An organization uses an asset management system in order to have a workable system that looks into the three major facets of physical assets management, which are operation, upgrading and maintenance. When the frames for these three tasks are established in the asset management system, it becomes easier for an organization to completely understand the nature of its assets and their respective values. An organization also becomes better placed to create good investment decisions.

Planning of Asset Management Programs

Perhaps one of the most relevant purposes of an asset management system is to help an organization make informed planning decisions. A sound asset management system gives a very useful framework that will help measure overall performance and give vital information to aid in internet short and long term planning.

Framework of Asset Management Programs

For the intended purpose of an asset management system to be fully realized, the program should have a few fundamental elements, including internal strategic investment analysis, engineering optimization tools, asset evaluation and monitoring and integrated asset databases. All these components are important to inform required risk management practices, allocate resources, gauge expected impacts and cost estimates, provide a means of trend indicators and predictors, clarify available asset inventories with their respective valuations, and provide compatibility and integrity.

investment performance measurements

Account Management Optimized

Investment accounting is the analysis and management of financial accounts that are involved in investments. Some choose to do their own investment accounting, but people and companies with large investment portfolios mostly hire certified investment accountants to ensure that all work is correct and legal. This involves both the record keeping for portfolios as well as the strategic management of financial investments.


Investment accounting must be done carefully to maintain accuracy in ensure legality. Many regions have extreme specific regulations as to how investment must be maintained, reported, and managed. A failure to accurately report earnings and other vital tax information can lead to serious penalties, including large monetary fines and even jail time. However, courts are not always able to judge the difference between a mistake & a fraud, so it is really important to ensure that all accounting is handled with the extreme attention to detail.


Investment accounting software or manager will help you do the job faster and more accurate. This will also make you save time and reduce operational risk with it automated and flexible workflows. It also allows you to customize delivery of reports.


A licensed or certified investment accountant with a wide range of skills that differs from that of some regular accountants is the ones who usually handle investment accounting. These professionals help in developing investment strategies that will promote and increase the growth of a client’s capital and are also responsible for maintaining and preparing tax data for all investment accounts. Some of them are hired directly as a financial officer or account manager, while others work out to brokerages and may have many clients.


It is difficult at first to take hold of the scope of investment accounting. In addition to keeping records exact and up to date, it is important that you understand the investing market to able to make the best financial investment plan. You may want to schedule an appointment with a financial adviser to help you come up with basic investing plan before taking a chance on self-accounting especially if you’re a novice.


cash and securities management

What Should be the Top Concern in Cash and Securities Management?

The primary concern in cash and securities management should be two things: liquidity and safety. Management of such assets has an important role in many businesses and investors and additionally for local governments. Good cash and securities management helps an organization keep enough money on hand to meet short-term requirements while still keeping the most money available for investment — and potentially higher returns,

Staying Liquid

One key component in getting the optimal amount of liquidity for cash and securities management is knowing the requirements of the organization. Look at previous financial records on cash and securities management and try to determine what might be recurring needs for cash and one-time events. Make conservative estimates, as it is better to have too much cash than not enough.

Staying Safe

While cash and securities management, it is very important that you keep the money safe. The kinds of funds most focused on funding projects or payroll, and while not all cash should be kept on hand, it is important that money is not risked. Usually, entities will put statements or procedures on the books, instructing or restricting a manager on the amount of risk permitted.

Maximizing Returns

Maximizing returns in cash and securities management might sound paradoxical after the requirement of staying safe. Certainly, cash and securities management is one of the two pre-eminent concerns. However, it is not impossible to maximize returns while keeping cash safe. The best should be done to keep up with inflation so the cash does not lose value.

There are so many options on cash and securities management to consider when trying to meet the best needs of the client while keeping security and security as top priorities. Of course, most of these entities use banking accounts. There are also Certificates of Deposit for various time periods that can guarantee a specific rate of return in exchange for keeping money locked into the account, although usually money can be removed for emergencies for a penalty. The United States Treasury bills are another safe way to manage funds.

fund investment portfolio

Better Investment Management by Software Solutions

Research reports are produced by a variety of sources, ranging from market research firms to in-house departments at large organizations. But, in the investment industry, the term usually refers to “sell side” research, or investment research. Such research is distributed to the institutional and retail clients of the brokerage that produces it. Research produced by the “buy side,” which includes pension funds, mutual funds and portfolio managers, is usually for internal use only and is not distributed to external parties. And requires longer time and intensive process if done manually like the old ways but program software provided by Solutions Company. Now, computers are doing the bloody tasks for your managers.


This is a document prepared by a professional investment accountant who is a part of the investment research team in a stock brokerage or investment bank. A research report may focus on a specific stock or industry sector, a currency, commodity or fixed-income instrument, or even on a geographic region or country. Research reports generally, but not always, have “attainable” recommendations.


You can prepare reports easily, timely and automatically with less error. You can personalize the design, schedule prints, and produce brochure-quality report books that can be sent to your stakeholders in multiple output formats and through different distribution channels – even mobile devices by the use of an investment reporting software.


Investment reporting software benefits you from the following:

  • Efficient data sourcing and management
  • Automates your business-critical processes
  • Aids layout design and maintenance by non-technically inclined users
  • Enables you to personalize, produce, and distribute professionally visualized reports
  • Provides client online access to valuations and report books
  • Includes multiple languages, formats, and delivery mechanisms
  • Reduced implementation time with quick-start implementation packages


Investment reporting software or report manager provides ease in your business needs. Automated workflow reduces the risk of human error by implementing a controlled process that is incorporated with an automated data validation system. And if you prefer a more hands-on approach with customized quality gates, reporting software give you the option to specify workflows down to individual report element. With this features you can benefit from investment reporting software, your business strategic planning is at its best.