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By Richard Bullock
3 August 2020

Fundamental launches External Asset Look-Through module

FPM now offers External Asset Look-Through to assist in managing portfolio holdings by providing the ability to “look-through” to the underlying valuations and securities held in external funds such as Unit Trusts. External asset valuations can be imported in multiple formats, such as the ASISA Valuation specification. Data quality is improved by full look-through disclosure to the underlying assets and when used in conjunction with FPM’s Reporting and Compliance features, the External Asset Look-Through’s improved granular view can enhance both risk and portfolio management by better monitoring and understanding of portfolio exposure from multiple perspectives.