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.
See SRRI, SRI & Performance Calculations in Action: A Guided Walkthrough
See first-hand how Galaxy automates SRRI, SRI, and performance calculations for UCITS and AIFs – with consistent methodologies, robust historical data handling, automated volatility and risk‑indicator outputs, and seamless integration into your fund document production workflows.
Share a few details and we’ll provide a tailored walkthrough focused on the calculation methods, regulatory requirements, and operational processes most relevant to your funds.
Make Every Investor Touchpoint Compliant and Seamless
Automate, validate, and publish investor documents with confidence using Funds-Axis’ investor communication solutions.