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| Title: | Insurance Industry Conference |
|
| Moderator: | ICPSRV::DOVE |
|
| Created: | Thu Feb 18 1988 |
| Last Modified: | Wed Feb 05 1997 |
| Last Successful Update: | Fri Jun 06 1997 |
| Number of topics: | 136 |
| Total number of notes: | 551 |
75.0. "PORTFOLIO MANAGEMENT SYSTEMS" by FOOZLE::BAKER () Fri Apr 21 1989 08:30
Portfolio management is becoming an increasingly important focus of insurance
industry activity. Many insurance companies have outdated portfolio
management systems, and are increasingly aware that effective portfolio
management is one of the keys to profitable operations. The Insurance
Software Review recently examined portfolio management systems, and came up
with a list of software vendors offering such systems. The following
abstract lists all the systems that purport to run on VAX equipment.
PORTFOLIO MANAGEMENT SYSTEMS
PRODUCT COMPANY DESCRIPTION HARDWARE
Complete Securities An integrated, realtime Supports Unix
Asset Mgmt. Software & investment management and Unix System V.
Reporting & Consulting, accounting system designed Xenix, DOS, OS;
Accounting Inc. for the insurance indus- Digital VAX,
(CAMRA) Bloomfield, try. Features including LANs
CT multilevel account struc-
ture for segmentation,
analysis features such as
yields, durations and
convexity, cash flow
reporting, ad hoc report-
ing and Schedule D report-
ing.
Fundex National A mutual fund accounting Digital VAX
Computer system which supports all
Systems, Inc. types of mutual funds,
Atlanta, GA cash management products,
broker-dealer interfaces
and marketing response
centers.
Investment National FSI, An online investment per- IBM 30XX and
Performance Inc. Dallas, formance analysis system 43XX series;
System (IPS) TX which includes statistical Digital VAX;
analysis capabilities. Wang VS
The statistics provided
include time-weighted and
dollar-weighted rates of
return available over
multiple time periods of
up to 20 years.
ISSC/MBS Innovative A realtime, mortgage- Digtial VAX
System Software backed securities invest-
Systems Corp. ment transaction system.
Virginia Beach It includes the Financial
Virginia Accounting Module, which
provides accounting and
compliances with FASB 91
for GNMA, FNMA, FHLMC and
CMO securities.
MarketPlus Interactive A turnkey service for IBM main-
Data Corp. managing global securi- frames;
a company of ties data that combines Digital
Dun & Brad- both domestic and inter-
street national data in an
Lexinton, MA integrated environment.
Money Market Money Mgmt. Addresses the information Digital VAX,
II Systems, Inc. and processing needs of MicroVAX
Waltham, MA money mgrs by offering
funds mgmt, trading acct.,
clearance, safekeeping,
portfolio and report-
writer capabilities.
Mortage Sendero Corp. A financial modeling pro- Digital VAX:
Analyzer,The Scottsdale,AZ duct which aids in evalu- Compaq:
ating and/or packaging IBM PS/2
mortgages, and mortage-
backed securities for
purchase or sale.
Mortgage- Intex Solu- A Lotus 1-2-3 add-on that Under Lotus
Backed Calc- tions Inc. carries out calculations 1-2-3(version
ulations Needham, MA on mortgage-backed securi- 2.0 or higher)
ties, including GNMAs,
FNMAs, FHAs, FNLMC pools
and others. Key calcula-
tions are total return,
quoted yield, cashflow
yield, duration and modi-
fied duration and bond-
equivalent yield.
Option Price Intex Solu- Carries out short-term Under Lotus
Calculations tions Inc. option calculations on 1-2-3 (ver-
Needham, MA virtually any type of sion 2.0 or
option, including equity higher) on
stock, bond, futures, IBMPC,XT,AT,
commodities and currency PS/2 and true
options. Supports Put compatibles;
and Call options, Euro- Stratus; Sun;
pean and American methods. Digital; IBM
mainframes
Pacer Port- Financial An online, realtime port- Digital VAX
folio Mgmt. Models Co., folio management, analysis
Inc. Toronto, and accounting system for
Ontario, institutional investors.
Canada Provides management/client
reports including trans-
action. capital gains,
asset mix analysis, bond
maturity and duration re-
ports. custom reports are
also supported.
Persys Financial Measurement capabilities Digital VAX
Performance Models Co., include time-weighted and
Measurement Inc. Toronto, and internal rates of re-
Ontario, turn, actual and annualized
Canada rates of return, returns on
capital or capital plus in-
come, and period-by-period
results.
Portsis The Money Provides the means to Digital PDP-
Investment Group, Inc. track, maintain and evalu- 11, VAX,
Columbus, OH ate multiple portfolios MicroVAX,
and presents them in a Micro/PDP-11,
clear, summary form. A Professional
number of reports are 300s
generated.
Securities Synon Corp. Automates an institution's Digital VAX,
Accounting Framingham, investment portfolio; MicroVAX,
MA computes and deposits all Data General
accounting transactions MV Series,
impacting the portfolio Desktop; IBM
including purchases, PC, XT, AT;
premium amortization, NCR TOWER, PC;
discount accretion, re- MS DOS-based
ceipt of interest and hardware
principal, and sale and
maturity.
Versidi Interactive Addresses both the Digital VAX;
Computing accounting and analytical unix-based
Services, Inc. aspects of securities pro- hardware
Denver, CO cessing. Customized in-
quiry screens, the ability
to save a series of commands
and to add them to a speci-
fic menu and the ability to
enter payments of mortgage-
backed securities based on
the pool factor are among
its capabilities.
Vestar Financial An online, realtime, in- Digital VAX
Institu- Models Co., stitutional securities
tional Inc. trading system that pro-
Trading Toronto, vides what-if modeling of
System Ontario, trades, automatic trade
Canada ticket generation, block
trade processing, realtime
trade blotter, security
swaps and audit trails.
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