Latest News  |  Client Login  |  Site Map  |  Terms of Use  |  Privacy Policy  
     
     
       
       
Global Reach
 
New York London Bangalore Singapore
 
 
 
 
Home > Case Studies > Portfolio Management & Surveillance
Portfolio Management & Surveillance 

Challenge:

  • To create a flexible surveillance tool to monitor performance and news items on a portfolio of Fixed Income Securities.

  • Our client, an asset manager, was managing a portfolio of lower-rated assets and required a tool to conduct automatic surveillance on securities related information from a number of primary sources.

Byte’s approach towards Solution

We created an Alert Management Subsystem that monitored updates to database entities such as securities, cash flows, and security performance. Email alerts were triggered after an update had occurred and a particular data condition evaluated. Likewise, an alert could be triggered if an action did not occur. In the latter case, a daemon process utilizes a database of actions that could occur on some frequency and checks for their occurrence. The frequency, alert message content, and type of actions were fully customizable. 

The system was web-based utilizing Microsoft architectural solutions such as VB and ASP. The client was using SQL Server as their database.
 

 
Value Add

The system was designed primarily by us with limited client inputs. Our fixed income experience was essential in creating the final solution that worked with a broad range of securities.

Offshore development resources contributed to the reduced cost of ownership for the client.
 

 
Case Studies