Passive Investment Assistant
International Kai-zen Research Foundation
1. Creation of Daily Performance Reports
- Produce daily reports for the performance and cash levels of all the portfolios in the Passive Investments.
2. Data Management of the Portfolios
- Transform raw data to valuable information for the company.
- Do tests that involve the past performance of the portfolios.
- Validates the details of the transactions and fees charge in the accounts.
- Produce daily reconciliation reports between the statements and the daily reports.