To be successful, investment strategies require more than just a qualified investment advisor. They also require flexible and comprehensive instruments and systems.

OBS therefore offers the following portfolio management functionality to support the experts:

• Online custody account and portfolio overview by client, security, etc.
• Online custody account and portfolio asset allocation overview by branch, currency, country, etc.
• Online and graphical presentation of the custody account and portfolio
• Management of investment strategies and investment guidelines
• Management of model portfolios. These can be used, for example, in wealth or asset management with funds and allows an automatic order generation based on changes within the model portfolio

OBS provides clients and portfolio managers with detailed valuation and asset reports. These include:

• Asset valuation with breakdown and graphics by country, branch, duration, etc.
• Transaction reports
• Performance calculations (TWR, MWR, Nett and Gross) and detailed statements
• Performance attribution
• Benchmark calculation and comparison