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Migration portfolio management tool for a multi-level fund of real estate funds

Project duration: 4 months

Brief description

Creation of a fund portfolio management tool (from MS Windows XP/MS Office 2003 to MS Windows 7/MS Office 2010) for a multi-level special fund of real-estate funds for straightforward creation of evaluations and preparation of investment decisions using target fund ratings and scenario simulations.

Subject description

Conversion of a multi-user application (from MS Windows XP/MS Office 2003 to MS Windows 7/MS Office 2010) to consist of enriched data from various front-end systems and independently-developed department tool based on Excel. This enables intraday calculation and evaluation of various key figures, such as cash-flow information. The generated results can be exported both as reports or in Excel format.  Objective: Upgrade of the operating system for a fund portfolio management tool.

Overview

Project period04.08.2011 - 15.12.2011

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