(I) Concept of Asset Management
Asset management refers to the behavior of a principal who hands over his assets to a trustee, who provides financial management services to the principal. It is a financial institution that acts as an agent for the client's assets to invest in the financial market and obtain investment income for the client.
(ii) Main Methods of Asset Management
1. Structured Data
Aggregates data from a number of sources, such as service desks, financial programs, and system administration, to provide a single view of the background and liability of the assets in question.
2.Streamlined Workflow
Support asset requests for up-to-date data directly from the repository to ensure fact-based decision making and approvals, and control information in each user interface based on the user's role and scope of privileges to ensure data security and minimize unintended changes.
3. Control the big picture to reap the rewards
Discover, validate, and harmonize data as well as aggregate data from multiple sources into a central asset repository for cost control and accountability.
(3) Asset management business pathways
From the perspective of asset management categories, passively managed and alternative investments other than non-standard fixed income have been growing faster as a whole, such as index funds, private equity funds, and private equity funds. And among the actively managed types, the development of equity products is still faster, and cross-border products also have greater potential.
(4) Scope of business: business units, administrative units, school assets.
Extended Information:
(I) Main Functions:
1. Daily Management : Asset Card Management, Asset Entry, Asset Transfer, Asset Maintenance, Asset Borrowing, Asset Activation, Asset Deactivation, Asset Withdrawal.
2. Asset Inventory : Inventory list query, inventory list entry, inventory profit and loss schedule, inventory summary.
3, depreciation management: depreciation, depreciation monthly report, depreciation annual report, asset impairment provision, asset revaluation, accumulated depreciation details.
4.Report Management : Classification Detailed Statistical Report, Department Detailed Statistical Report, New Asset Statistical Report, Exit Asset Statistical Report.
5. System Management : Operator/Permission, Department/Personnel Information, Asset Classification Code, Asset Attribute Information.
(2) There are 3 main types of asset management business:
1. Directed asset management services for a single customer.
2. Pooled asset management services for multiple clients.
3. Specialized asset management services for specific client purposes.
Baidu Encyclopedia-Asset Management