SAP for Insurance enables asset management departments to efficiently administer their portfolios of investments, including money-market instruments, fixed-income securities, loans, foreign-exchange transactions, and derivatives. It provides automatic, straight-through processing of financial deals and positions, from trading to back-office administration to financial accounting. You benefit from powerful tools for analyzing portfolio performance, currency conversion, interest rates, key risk figures, and market exposure.

SAP for Insurance covers the key activities involved in financial asset management, including:

• Portfolio management – With SAP solutions, you gain operative control of the funds invested by your company in various portfolios. You have the information you need to make intelligent trading decisions to minimize risk and maximize yield, taking into account investment strategy and liquidity restrictions.
• Portfolio accounting – SAP for Insurance enables you to handle valuation and follow-up processing related to portfolio management. You can maintain position-keeping for financial instruments with regard to corporate actions such as interest and dividend payments. You can also manage all subledger and general ledger accounting activities connected to financial investments, including the initial update of financial business and the execution of period-end closing.

Enabling Business Processes with SAP Applications

Financial asset management is enabled with SAP applications such as SAP Financial Asset Management. To find out how SAP Financial Asset Management can help you improve your financial asset management, please complete the "Contact SAP" form and request information about industry applications.