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.
(B) the main methods of asset management
1, structured data
Summarize data from multiple sources, such as service desk, financial planning, system management, etc. To provide a single view of asset background and responsibilities.
2. Simplify the workflow
Support asset requests to obtain the latest data directly from the repository, so as to ensure the formulation and approval of fact-based decisions, and control the information in each user interface according to the user's role and authority, so as to ensure data security and minimize unexpected changes.
3. Take control of the overall situation and get rewards
Discover, verify, coordinate data and integrate data from multiple sources into a central asset repository to achieve cost control and accountability.
(3) Management methods of asset management
From the perspective of asset management, alternative investments other than passive management and standard fixed income have developed rapidly as a whole, such as index funds, private equity funds and private equity funds. In active management, stock products are still developing rapidly, and cross-border products also have great potential.
(4) Business scope: institutions, administrative units and school assets.
Extended data:
(1) Main functions:
1. Daily management: asset card management, asset entry, asset transfer, asset maintenance, asset borrowing, asset activation, asset deactivation and asset exit.
2. Asset inventory: inventory list query, inventory list entry, inventory gain and loss list and inventory summary.
3. Depreciation management: depreciation accrual, monthly depreciation report, annual depreciation report, asset impairment reserve, asset value revaluation and accumulated depreciation details.
4. Report management: classification detailed statistical report, department detailed statistical report, new asset statistical report and exit asset statistical report.
5. System management: operator/authority, department/personnel information, asset classification code and asset attribute information.
(2) There are three main types of asset management business:
1. Provide targeted asset management services for a single customer.
2. Handling collective asset management business for multiple customers.
3. Handle special asset management business for customers' specific purposes.
Baidu encyclopedia-asset management