ATOM Investment Portfolio Management

ATOM Investments is a comprehensive solution that automates the investment activities associated with multiple portfolios of fixed, floating and structured investment securities.

Broad Investment Security Coverage

ATOM Investments handles a wide variety of instrument types and structures — from simple money market securities to more complicated structured securities, including:

• Asset backed securities
• CDs
• Commercial Paper
• Convertible securities
• Corporate and government bonds
• Floating rate notes based on SOFR, LIBOR, H-15, EONIA, Brazilian CDI and many other indices
• Medium term notes
• Money funds
• Repos
• Securities with embedded calls, puts, caps, floors and warrants
• Securities with floating/amortizing/sinking principal schedules
• Senior and subordinated bonds
• Step-up notes
• Stocks
• Time deposits
• Zero coupon bonds

Investment Policy Compliance

ATOM Investments includes a powerful, cross-currency limit management module to enforce and monitor company investment compliance policies. Compliance features include limits by concentration, asset-class, counterparty risk and duration.

Market Data & Pricing

Using automated market data feeds, ATOM Investments provides mark-to-market and mark-to-model pricing and sensitivities on all investment activity. Pricing information can be viewed by portfolio, asset class, security position, country, currency or counterparty.

Features

ATOM Investments supports:

• • Automated cash settlements and accounting for the full trade lifecycle
  • Extensive reporting set for business intelligence, positioning, and real-time Excel integration
  • Rate reset calculation automation