SSRI, SRI & Performance
Calculations
Simplify and standardise your SRRI, SRI, and performance calculations with a robust, automated solution. Enhance accuracy, ensure regulatory compliance, and streamline calculations for dependable results every time.
Calculations Covered

SRRI (Market & VAR) @ weekly or monthly frequency

SRI ( MRM, Asset Mix and VAR) @ daily, weekly or monthly frequency

Performance Scenarios @ monthly frequency

Past Performance

Statistics
Key Features
Excel and CSV
Compatibility
Integrated Calculations
Modules
Bespoke
Monitoring Reports
One-Click Report
Generation
Streamlined
Digital Delivery
Comprehensive
Audit Trails
Regulatory Compliant Calculation Models
Real-Time
Data Access

Our Automated Solution for SRRI, SRI & Performance Compliance
Our SRRI, SRI, and Performance Calculation solution is designed to provide a seamless, automated approach to essential regulatory and performance metrics. By reducing the manual effort involved in calculations and ensuring compliance with regulatory standards, our solution helps asset managers produce reliable metrics and insights quickly. With customisable features and data integration options, we enable firms to streamline performance and risk reporting in a fast-paced regulatory environment.
Key Benefits of Our Automated SRRI, SRI & Performance Calculations Solution
Our automated calculation solution offers precision, efficiency, and compliance support for SRRI, SRI, and performance metrics. With an easy-to-use interface and advanced automation, your team can rely on accurate data for informed decision-making.
Reduces calculation time with automated processes.
Enhances accuracy in SRRI and SRI compliance.
Supports in-depth performance analysis.
Simplifies reporting with custom formatting options.
Frees up resources for strategic work.
Investor Communication 
Insights & News
Explore expert content on regulatory change, investor disclosure trends, and digital documentation strategies.
Request a Demo
For more information or to see a demo of our comprehensive solutions for SRRI, SRI & Performance Calculations, please complete the form below. A member of our team will contact you as soon as possible.
Make Every Investor Touchpoint Compliant and Seamless
Automate, validate, and publish investor documents with confidence using Funds-Axis’ investor communication solutions.


