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Electrum’s Automated SRRI Financial Reporting for UCITS Fund Managers KII Documents
3 pages
Published by
associate5
Electrum?s Automated SRRI Financial Reporting for UCITS Fund Managers KII
Documents
Electrum, the leading automated documents provider, has developed a new system
for producing and updating SRRI values for UCITS* funds.
Edinburgh, UK,...
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Electrum?s Automated SRRI Financial Reporting for UCITS Fund Managers KII
Documents
Electrum, the leading automated documents provider, has developed a new system
for producing and updating SRRI values for UCITS* funds.
Edinburgh, UK, July 18, 2012 -- Electrum, the leading automated documents
provider, has developed a new system for producing and updating SRRI values for
UCITS* funds.
SRRIs (Synthetic Risk Reward Indicator) are the crucial rating for assessing
investment risk.
They are contained in the new mandatory Key Investor
Information (KII) document that has to be provided directly to all investors in
UCITS funds from July 2012.
*UCITS are investment funds categorised as Undertakings for Collective
Investment in Transferable Securities.
Examples of the SRRI standardised investment risk ratings:
1 is minimal risk (like National Savings)
4 is a medium risk that may fluctuate in value (for example: property)
7 flags serious risk (such as commodities)
The KII documents are desig
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Tags
automated,
data,
documents,
electrum,
fund,
funds,
information,
investment,
investor,
july,
kiid,
monitor,
risk,
srri,
system,
ucits,
values
