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What is pan-asset management?
Pan-asset management business refers to the behavior of asset managers to operate customers' assets in the way, conditions, requirements and restrictions agreed in asset management contracts, provide customers with financial products such as securities and funds, and collect fees.

Pan-asset management refers to the behavior that the client gives his own assets to the trustee, and the trustee provides financial services for the client. It is a financial institution that invests in the financial market on behalf of customers' assets and obtains investment income for customers.

Another way of asset management is to manage the trustee's property as an asset manager, mainly investing in industry, including but not limited to production enterprises. This kind of management has less risk, lower income and lower investment threshold than the capital market.

Extended data:

Structural data

1. Summarizes data from service desks, financial planning, system management and other sources to provide a single view of asset background and responsibilities.

2. Organize data by department or cost center for research and planning.

3. Maintaining the service history of each asset helps to collect cost and maintenance data over a period of time.

4. Realize automatic workflow and asset change at the same time, so as to keep the freshness of relevant tools and databases, and inform stakeholders of important changes.

Simplify the workflow

1. supports the asset request to get the latest data directly from the repository to ensure the formulation and approval of fact-based decisions.

2. Control the information in each user interface according to the user's role and authority range to ensure data security and minimize unexpected changes.

3. Link hardware, software, license, discovery and authority data, so that the software authority can be truly managed according to the discovery.

4. Access and track the complete audit history of all state changes, operations, time, personnel and date to realize responsibility management and provide support for asset and change audit.

Baidu Encyclopedia —— Asset Management of Financial Institutions in the Pan-asset Management Era

Baidu encyclopedia-asset management

Baidu encyclopedia-asset management company