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Success factor reporting:

Transparency and Flexibility decisive

With MOZART ("module for the recording, posting and valuation of options, zero bonds, equities, bonds and futures contracts"), all types of securities and related investment instruments can be fully recorded, posted and evaluated. The system enables managers to inform themselves at any time with the aid of analyses of holdings and simulations on the current performance of investments. MOZART fulfils all the various reporting requirements and is thus a professional alternative to "home-made" evaluation systems.

FISA, the fund information system for investors
Many investors in special securities funds place the management of their assets into the hands of various management companies over the years. The consequence is that investors have to deal with ever more complex reporting requirements that are often not comparable due to the lack of uniform reporting standards. FISA offers a convenient solution to this problem: data on special funds held at different management companies can be combined into a single system and analysed and evaluated from a wide variety of perspectives. Precondition for the use of FISA is the transmittal of fund data to investors by fund management companies.

In combination with MOZART, FISA groups together the data from special funds and direct investments
FISA enables structural analyses and evaluations of all funds and direct investments in conjunction with MOZART to be made. With the aid of FISA, special fund data can be read into the MOZART system. Supplemented by current prices, model calculations, or so-called "simulations", can be carried out on this basis. They show the effects of changes in, for example, exchange rates, interest rates and market prices on the structure of investments and on aggregate fund assets.

Contact partner
The MOZART team of Metzler IT Services can assist you in the use of MOZART/FISA and in your daily work with the programs. When you have obtained a MOZART licence, we will provide you with regular system updates, information on new developments and telephone support under a maintenance agreement.

If you would like to utilize MOZART or FISA as an institutional investor to help you administer your securities holdings, then please write to mozart@metzler.com. We shall be pleased to assist you!