Controlling investment limits, pre and post trade is a priority need for many of the companies using the SAP® Suite.
Having the means to guide business with flexibility and speed becomes a key aspect of having full understanding of business phenomena and making decisions with immediacy and awareness!
Portfolio Asset Limit Management is an SAP solution developed by BGP that enables control of pre- and post-trade investment limits, with greater flexibility and speed than traditional methods, for both qualitative and quantitative limits on different asset classes.
This is possible thanks to SAP technology, specifically the SAP FAM module and the BRF+ (Business Rule Framework plus) rule engine.
The Portfolio Asset Limit Management solution is natively integrated with SAP, allows the use of BRF+ for greater efficiency in limit preparation and verification, and, most importantly, is fully compliant with regulations.
The solution involves a waterfall control of all limits and until all are met the order is not saved.
The Business Rule Framework plus tool, allows you to create an intuitive rule template for limit control.
PALM allows the user to control limits even after the trade, based on the investment policy, and flags any overruns through detailed reports.
Each check is a pre-requisite for final order saving even though the tool completes the processing of all checks to provide an immediate overview of qualitative and quantitative results.
Manage the preparation and verification of investment limits more efficiently, in a fully compliant manner.