ARES Portfolio System
ARES Portfolio System
To meet continued demand of innovative growth of bank’s financial products and the internationalization of Taiwan’s financial market, Ares has rolled out an innovative Portfolio System more suitable for the TMU (Treasury Marketing Unit). The Visual Pricing Tool of the system helps to evaluate the business of derivatives, effectively improve the operational efficiency of TMU and strengthening business risk control, so that you can excel easily in the industry and grasp market opportunities.
General Evaluation System Problem
- Can’t handle new products under rapid change circumstance; support special products only
- Can’t register products that the calculation system doesn’t support
- No immediate implementation of new products
- Benefits of above-mentioned adjustments not significant for uncommon products
- Can’t expand system immediately for registration
- Can’t calculate evaluation immediately
- Lack of capacity on evaluation model adjustment
- Advanced system is expandable, but programming language learning is in needed
- Limited scenarios supported with existing programming language
- Do not support registration for new products
Independent operation, fast calculation for financial product with intelligent graphic tool
Parameter of profit-and-loss condition configuration, graphic user interface and fast understanding of products!
Real-time evaluation and calculate market risk!
Learn more about Ares Visual Pricing Tool
Support Convertible Bond and European Convertible Bonds Evaluation
Configuration of product contract supports various convertible bond and evaluation of foreign convertible bond such as inserting call option and put option, American Options, European Options, and Bermuda Options, condition of trigger, and so on. It can calculate the Greek alphabet and launch sensitive analysis. The speed of evaluation is rapid.
Functions
- Support evaluation for various products
- Rapidly execute calculation of evaluation and expandability
- Efficiently support front-end sales operation
- Trading system with straight through processing (STP) automation
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Professional service
- Implement evaluation mechanism
- Consultancy for derivative product
- Portfolio management analysis
Benefits
- KYP (Know you product) – fully understand the price list for new product and risk
- No need to learn specific programming language due to intuitive drawing and parameter configuration
- Shorten go-to-market time on development for financial product by at least 50%
- Repeat edit template of products and support sales of TMU product for promotion
- Real-time breakdown for logic while drawing graphic; automatically integrate into trading system