Integrated solutions for investment and research, AMS is a one-stop asset management
platform in Wind Financial Terminal (WFT) with multi-asset, cross-market and multi-currency
coverage.Enabled by seamless data integration and
flexible system architecture, AMS optimizes investment and operation processes throughout the
pre-investment, order execution and post-investment
periods, delivering end-to-end solutions for professionals in
different scenarios such as investment, trading, research, accounting and valuation, risk control
and compliance.
AMS Drives Your Performance with Data, Analysis and Process Automation
Asset Management Solution (AMS)
One-stop Solution for Asset Management Professionals
AMS Drives Your Performance with Data, Analysis and Process Automation
Front Office
Real-time NAV
calculates key indicators such as real-time NAV, net equity, P&L, etc., for single security,
industry, and portfolio.
Research
credit ratings, stock ratings, research reports management; multi-strategy back-testing, and
asset pooling.
Performance
asset allocation, Brinson attribution, Campisi attribution, FOF attribution, multi-asset
attribution and other attribution models.
Middle Office
OMS
multi-asset class platform for stocks, bonds, funds, futures and non-standard assets;
one-stop solution including order placement, approval, backfilling, inquiry, etc.
EMS
global trading execution solutions with connection to all domestic and foreign brokers.
Compliance
library with standard compliance rules covering regulation, internal control, and management
requirement; market risk, stress test, and real-rime monitoring.
Back Office
Accounting
generates asset/liability accounts for ALM, supports customizable accounting in IFRS
financial statements (IFRS9).
Reconciliation
displays full matches with multiple sources such as prime brokers, custodians, as well as
fund administrators
Reporting
regulatory reports for CSRC, CBRC, PBOC, user-defined reports with pre-loaded templates,
tailored operation/marketing reports.
Our Advantages
Demand-oriented system architecture
Front-to-back workflow
Service-oriented updates
Exceptional product experience
Competitive product pricing
Extensive Customer Coverage
Serving thousands of banks, insurance companies, security firms, mutual funds, trusts,
hedge
funds, etc., with comprehensive understanding of industry needs.
Global Multi-asset Class
Covering all asset classes such as stocks, bonds, funds,commodities, financial futures,
options, and OTC assets in a cross-market range.
Wind Financial Database
Leveraging the Wind Financial Database with the most accurate, widely-used, and
authoritative data in the financial market of China.
Wind ESG Database
As the world's most comprehensive China ESG database, Wind ESG is created by integrating
domestic and international ESG scientific rating methodologies, providing ESG ratings
and
related underlying data, carbon emissions data of all A-share listed companies, as well
as
ESG database of hundreds of unlisted corporate bonds. It also publishes authoritative
ESG
series of indices and A-share rating rankings.
Wind Business Database
A comprehensive and powerful database including economic database (EDB), global
enterprise
library (GEL), product and supply chain database (PDB/SDB), medical database and other
vertical industry databases, serving investment researchers across a wide range of
industries worldwide.
Service-oriented Updates
System launch in 3 days at the earliest, providing weekly disruption-free system
upgrades
and enhancements for service optimization.
Security and Stability
Registered at CSRC and Cyberspace Administration of China, AMS is guaranteed by
extensive
standards and techniques including ISO27001, Level III certification of Information
system
security, confidentiality agreement, biometric identification and so on.
