METHOD AND SYSTEM FOR MEASURING EXPOSURE OF AN INVESTMENT FUND TO AN ISSUER OF FINANCIAL ASSETS

摘要

Method and system providing integration of investment fund data. One system includes a database configured to store financial data pertaining to financial assets. The system further includes a display application configured to create a display for displaying financial data pertaining to the financial assets. The display includes a first view adapted to display a list of financial transactions related to the financial assets. The display further includes a second view adapted to display asset metrics associated with the financial assets. The display application enables a user to select via the first view a particular financial transaction that is associated with a particular financial asset. The display application further presents via the second view an asset metric associated with the particular financial asset and one or more asset metrics associated with other financial assets held by the investment fund that were issued by an issuer of the particular financial asset.