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Fill and Sign the Enrollment Forms Packet

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Global Investor/isf is part of the Euromoney Institutional Investor plc Group Citi launches industry-first service Citigroup has launched CitiDirect Performance and Risk Measurement Service (PRISM), an industry first performance and risk reporting middle-office application using visualisation technology. The service is deigned to allow asset managers to have a range of important information just the click of a button away as opposed to having to leaf through lengthy reports and charts. information about complex data relationships across performance, attribution, investment operations and sales across multiple products and asset classes. The ability to interact with large amounts of data in an intuitive fashion enables quicker analysis and decisions. Citi claims it has multiple benefits over existing tools including: With CitiDirect PRISM’s heat-mapping capabilities, asset managers can for the first time aggregate multiple, manually-generated reports into a single information view to enhance efficiency and improve decision-making. • Visualisation of complex information enabling the aggregation of large, disparate data sets so users can easily recognise complicated data relationships to assist them in effectively managing their business strategies Chandresh Iyer, managing director of Investor services at Citi told Global Investor/isf: “Clients were asking basic questions and they weren’t able to get answers to them accurately and in a timely manner. PRISM enables better transparency and allows users to get the information they want at a click-level. It’s at their fingertips. • The ability to ‘manage by exception’ by rapidly spotting patterns and anomalies that could be missed in large reports or static charts “The key to PRISM is the speed and accuracy of it. This is a first in the industry. Rather than sifting through pages and pages of reports there is a visual display that makes it all available.” Neeraj Sahai, global head, Securities and Fund Servicesat Citi said: “CitiDirect PRISM demonstrates our ongoing commitment to market innovation and leading-edge technology for the benefit of our clients. The heat-mapping technology that powers this new middle-office tool enables a fund’s executives and asset owners to view their portfolio performance and risk exposure in an intuitive manner that aids in their investment and risk management processes.” A key component of CitiDirect PRISM is its decision-support functionality. Dashboard views for chief investment officers, portfolio managers, risk managers and product distribution teams provide • Flexible aggregation and reporting dashboards to meet clients’ specific needs www.globalinvestormagazine.com

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