QuantVision
TEAM Systems
Equity analytics:
Risk analysis
Valuation
This product, intended for use by portfolio managers, traders, mutual funds and insurance companies, runs on Windows NT and 95.
In equity analytics, this product covers user defined U.S. securities/indexes, global return series and international securities/indexes.
The product, introduced in 1996, has five institutional clients and costs $20,000 plus per year.
For more information on this product, call Andrew Balogh, (412) 942-2008.
PORTIA
Thomson Investment Software
- PORTIA
Equity analytics:
Valuation
Asset allocation
Portfolio management/accounting:
Key features:
G/L interface
DTC interface
Report writer
Performance measurement
Spreadsheet export
Securities pricing:
Multiple price feeds
International pricing
F/X prices
MBS factoring
Corporate action info
Input for irregular securities
Documentation/support:
On-line help
Phone support
On-site training
E-mail support
Free tech support
Databases:
Data provided:
Corporate action
Forecasts
Other market news
Features:
Emerging markets
Intraday pricing
Global
Redundancy
Securities types covered:
Equities
Options
Emerging markets
Mortgage-backed
Fixed income
F/X
Gov't securities
Futures
Money markets
This product is intended for use by portfolio managers, traders, back office/ accounting staff and insurance companies.
In fixed-income analytics, it offers discounted cash flow yield and duration model types. All domestic and international asset classes covered.
For database products, data are updated through an import facility.
The product, introduced in 1987, has 350 institutional clients; and costs start at around $100,000.
For more information on this product, contact John Jones at (617) 856-2700.
Country Alphas
Vestek Systems, A Primark Co.
Equity analytics:
Asset allocation
Databases:
Data provided:
Forecasts
Features:
Global
This product, intended for use by portfolio managers, mutual funds and insurance companies, runs on Windows compatible PCs.
The product was introduced this year.
For more information on this product, contact Marc Sievers at (415) 398-6340.
The Fixed Income
Portfolio Analyzer
Vestek Systems, A Primark Co.
Fixed-income analytics:
Risk analysis
Optimization performance attribution
Scenarios analysis
Mortgage payment
This product runs on Windows compatible PCs.
In fixed-income analytics, it offers Black Scholes,
Ho-Lee, Hull-White and maturity dependent spreads model types. The product offers integrated CMO analysis. Domestic asset classes covered are government agencies, corporates, mortgages, CMOs and REMICs.
The product, introduced in 1984, has more than 50 institutional clients.
For more information on this product contact Marc Sievers at (415) 398-6340.
Global Asset Allocation
Vestek Systems, A Primark Co.
Equity analytics:
Risk analysis
Optimization
Int'l risk
Asset allocation
Portfolio management/accounting:
Key features:
Report writer
Spreadsheet export
Documentation/support:
On-line help
Phone support
On-site training
E-mail support
Free tech support
This product, intended for use by portfolio managers, mutual funds and insurance companies, runs on Windows compatible PCs.
In equity analytics, this product covers more than 29,000 indexes in U.S. securities/indexes; more than 4,300 country specific indexes, including emerging markets, in global return series; and more than 1,100 global and regional indexes, 43 currencies and CPI growth rates for more than 30 countries.
The product, introduced in 1984, has more than 75 institutional clients.
For more information on this product contact Marc Sievers at (415) 398-6340.
The Index and Structured
Manager
Vestek Systems, A Primark Co.
Equity analytics:
Optimization
This product, intended for use by portfolio managers, mutual funds and insurance companies, runs on Windows compatible PCs.
In equity analytics, this product covers more than 8,000 U.S. securities/indexes; more than 600 global return series; and more than 17,500 international securities/indexes.
The product, introduced in 1984, has more than 65 institutional clients.
For more information on this product, call Marc Sievers at (415) 398-6340.
Multifactor System:
Vestek's Stock Selection Models
Vestek Systems, A Primark Co.
Equity analytics:
Valuation
This product runs on Windows compatible PCs.
In equity analytics, this product covers more than 7,500 U.S. securities/indexes; more than 500 global return series; and more than 12,000 international securities/indexes.
The product, introduced in 1991, has more than 40 institutional clients.
For more information on this product, call Marc Sievers at (415) 398-6340.
The Portfolio Analyzer
Vestek Systems, A Primark Co.
Equity analytics:
Risk analysis
Optimization
Performance attribution
Valuation
Int'l risk
Int'l performance attribution
Portfolio management/accounting:
Key features:
Report writer
Performance measurement
Spreadsheet export
Securities pricing:
International pricing
Corporate action info
Input for irregular securities
Documentation/support:
On-line help
Phone support
On-site training
E-mail support
Free tech support
In equity analytics, this product covers more than 8,000 U.S. securities/indexes; more than 600 global return series and more than 17,500 international securities/indexes. The product is intended for use by portfolio managers, mutual funds, insurance companies and back office and accounting departments.
The product, introduced in 1984, has more than 260 institutional clients.
For more information on this product, call Marc Sievers at (415) 398-6340.
The Security Analyst
Vestek Systems, A Primark Co.
Equity analytics:
Valuation
This product, intended for use by portfolio managers, mutual funds and insurance companies, runs on Windows compatible PCs.
In equity analytics, this product covers more than 8,000 U.S. securities/indexes; more than 600 global return series and 17,500 international securities/indexes.
The product, introduced in 1984, has more than 200 institutional clients.
For more information on this product, contact Marc Sievers at (415) 398-6340.
The Wilshire Abacus
Wilshire Associates Inc.
Portfolio management/accounting:
Key features:
G/L interface
DTC interface
Report writer
Performance measurement
Spreadsheet export
Securities pricing:
Multiple price feeds
International pricing
F/X prices
MBS factoring
Corporate action info
Input for irregular securities
Documentation/support:
On-line help
Phone support
On-site training
E-mail support
Free tech support
Databases:
Data provided:
Market-related
Corporate action
Securities types covered:
Equities
Options
Emerging markets
Mortgage-backed
Fixed income
F/X
Gov't securities
Futures
Money markets
This product, intended for use by portfolio managers, traders, mutual funds, insurance companies, custody and trust administration staff, and back office and accounting departments, runs on Windows NT, Windows 95 and OS/2.
For database products, data are updated through modem and FTP.
The product, introduced in 1982, has 20 institutional clients.
For more information on this product, call Robert J. Raab, (310) 451-3051.
Wilshire Atlas
Wilshire Associates Inc.
Equity analytics:
Risk analysis
Optimization
Performance attribution
Style analysis
Int'l risk
Int'l performance attribution
Databases:
Data provided:
Market-related
Corporate action
Fundamental data
Historical numbers
Features:
Emerging markets
Global
Analytics
Securities types covered:
Equities
Options
Emerging markets
Futures
This product, intended for use by portfolio managers, mutual funds and insurance companies, runs on Windows 95, Windows NT and OS/2.
In equity analytics, this product covers 14,040 U.S. securities/indexes and 27,000 international securities/indexes.
For database products, data are updated through modem and FTP, and dates back to 1977 for U.S. issues and 1987 for international coverage. The product, introduced in 1978, has 60 institutional clients and costs $35,000 to $70,000.
For more information, contact Robert J. Raab, (310) 451-3051.
The Wilshire Axiom
Wilshire Associates Inc.
Fixed-income analytics:
Risk analysis
Optimization performance attribution
Scenarios analysis
Mortgage payment
Databases:
Data provided:
Market-related
Securities types covered:
Options
Emerging markets
Mortgage-backed
Fixed income
F/X
Gov't securities
Futures
Money markets
This product, intended for use by portfolio managers, mutual funds and insurance companies, runs on Windows NT, Windows 95 and OS/2.
In fixed-income analytics, it offers OAS, prepayment volatility (ARCH), VAR (20-factor co-variance risk), CMO path, muni pre-refunding and emerging debt model types.
The product offers integrated CMO analysis. Domestic asset classes covered are governments, corporates, mortgages, medium-term notes, CMO and ABS; international classes are sovereigns, corporates and emerging markets debt.
For database products, data are updated through modem and FTP, and dates back to 1995.
The product, introduced in 1970, has 80 institutional clients and costs $30,000 to $75,000.
For more information on this product, contact Robert J. Raab, (310) 451-3051.
The Wilshire Compass
Wilshire Associates Inc.
Equity analytics:
Optimization
Performance attribution
Int'l risk
Int'l performance attribution
Databases:
Data provided:
Market-related
Forecasts
Other market news
Features:
Emerging markets
Global
This product, intended for use by pension funds, insurance companies and back office and accounting departments, runs on Windows 3.1, 95 and NT.
In equity analytics, this product covers 300 U.S. securities/indexes and 350 international securities/indexes.
For database products, data are updated through BBS, Web site, diskette and compact disc, and date back to 1925.
The product, introduced in 1992, has 60 institutional clients and costs $36,000.
For more information on this product, contact Rob Knowles, (310) 260-6653.
