Powerful modules for fund initiators and investors

• Comprehensive online marketing package for all matters concerning www.fonds-im-fokus.de
• Provision of legally binding information for investors, sales partners and data providers
• Package of over 35 individually negotiated and relevant sales partnerships for the European market
• Sales incentives through a trailer fee service with relevant distribution partners

Order management for efficient straight-through processing

• Web-based order management system
• Trading through all brokers or the treasury of DZ PRIVATBANK
• Investor limit control
• Manual support and advice from our experts behind the scenes

More information about IP.Order

Performance analysis that meets your needs

• Performance contribution analysis based on legal accounting data
• Breakdown of the total return into individual additive performance contributions
• Market price effect, FX effect, interest rate effects
• Also different currencies
• Performance report in graphic format
• Comparison with benchmark (can be selected from over 800 indices)

More information about IP.Performance

High-quality risk management for your investment idea

• Value at risk - calculation (daily and intraday)
• Stress tests (historical and hypothetical)
• Daily risk structure reporting
• MaRisk reporting for bank investors
• Liquidity risk: liquidity at risk, time to liquidity approach, and liquidity stress tests
• Modelling of default probabilities and ratings for microfinance institutions

More information about IP.Risk

Central communication and convenient analyses for your project

• Customized reports for management, investors and supervisory authorities
• All documents quickly and readily at hand
• State of the art technology for forecasting, risk measurement and benchmarking
• Collection, entry and validation of relevant data
• Support in handling capital calls and payment processing

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