ASSET MANAGEMENT PERFORMANCE USERS GUIDE

Application Overview

The Asset Management module (AM) is primarily a front-office application for T24. It is designed
to provide users with a simple but powerful tool to assist in the management of private clients
investment portfolios. Integrated into the module are the following main portfolio management
functionalities:

 Online portfolio valuations

 Performance analysis

 Portfolio modelling and rebalancing

 Management of composite portfolios

 Management of Benchmarks

 Risk Analysis