IBM Algo Risk Reports on Cloud delivers risk-informed decision support

IBM United States Software Announcement 213-419
September 3, 2013


Table of contents
Overview Overview Technical information Technical information
Key prerequisites Key prerequisites Ordering information Ordering information
Planned availability date Planned availability date Terms and conditions Terms and conditions
Description Description Prices Prices
Program number Program number


Top rule
At a glance
Bottom rule

IBM® Algo Risk Reports on Cloud delivers the following benefits:

Algo Risk Service Risk & Financial Engineering Workbench On Cloud benefits:



Back to topBack to top
 
Top rule
Overview
Bottom rule

Algo Risk Reports on Cloud helps fund managers and hedge fund managers succeed in challenging financial markets by using advanced risk analytics to help optimize portfolio performance. It also helps address client and regulatory demands for better risk oversight within a cost-effective risk reporting tool. This powerful tool provides a choice of preconfigured risk reports for regulators, investors, and internal stakeholders that can help managers and service providers win and retain clients, while complying with increasingly stringent regulations.

Algo Risk Service on Cloud

Algo Risk Service on Cloud is focused on providing clients with a risk analytics service that turns information into insight to help optimize key business decisions across the enterprise. Risk management is gradually moving from a predominantly measurement and oversight function to a business-centric function. The standard is to have an overall accurate and transparent view of your risk across the enterprise.

Algo Risk Service on Cloud, as a cross-asset-class managed service model, is well positioned to facilitate the alignment of risk management parameterization to a client's particular business model and assists in addressing the differences within the investment decision making process across teams and investment funds within an enterprise.

For the experienced quantitative user base, Algo Risk Service Risk & Financial Engineering Workbench On Cloud further facilitates this goal by making possible in-depth analysis across the financial risk management community within an enterprise. The Algo Risk Service Risk & Financial Engineering Workbench On Cloud offering enables



Back to topBack to top
 
Top rule
Key prerequisites
Bottom rule

Microsoft™ Windows™ Explorer or Mozilla Firefox

For details, refer to the Hardware and software requirements section.



Back to topBack to top
 
Top rule
Planned availability date
Bottom rule

September 3, 2013



Back to topBack to top
 
Top rule
Description
Bottom rule

Algo Risk Reports on Cloud

Hedge funds managers and fund managers operate in a fiercely competitive global marketplace defined by new regulatory requirements with stringent oversight and risk reporting. Faced with this new regulatory environment, asset owners and other investors seek the confidence of enhanced transparency, while internal stakeholders, such as senior executives, fund managers, and risk analysts, demand risk reports capable of providing critical insight for risk management and decision support.

Algo Risk Reports on Cloud addresses these requirements by providing comprehensive, pre-configured risk reports. Using these reports, you and your clients have access to an IBM advanced risk framework that is designed for accuracy and comprehensive instrument coverage, without the need to invest in an in-house deployment or fully-hosted service. The active reports available in this release give you secured access on an iPad or computer to the risk information you need, regardless of time, location, or connectivity.

Algo Risk Reports on Cloud is restructured and the components are renamed.

Reports included are:

Solution packaging - Algo Risk Reports on Cloud

Features and benefits

Algo Risk Service on Cloud

Subscription to Algo Risk Service Risk & Financial Engineering Workbench on Cloud entitles you to receive the Algo One Risk & Financial Engineering Workbench program which executes on your on-premise workstation.

This program is being provided under the IBM International License Agreement for Non-Warranted Programs (IBM form number Z125-5589-05). The license is included in the installation software for your acceptance during install.

After you subscribe to Algo Risk Service Risk & Financial Engineering Workbench on Cloud, the Algo Risk Service support team will make the installer program available to an ftp site for download.

Use Algo One Risk & Financial Engineering Workbench in conjunction with customer session data output from Algo Risk Service on Cloud containing one unit of all client submitted instruments mapped to terms and conditions data, pricing functions, and market data.

Client operations available on the customer session data when using Algo One Risk & Financial Engineering Workbench:



Back to topBack to top
 
Top rule
Reference information
Bottom rule

For information on Algo Risk Reports on Cloud, refer to Software Announcement 212-411, dated October 2, 2012.

For information on Algo Risk Service on Cloud, refer to



Back to topBack to top
 
Top rule
Program number
Bottom rule

Program          Program
number    VRM    name
5725-H92  1.0.1  Algo Risk Reports on Cloud
5725-H57  4.9.1  Algo Risk Service on Cloud


Back to topBack to top
 
Top rule
Education support
Bottom rule

For education information, visit

http://www-304.ibm.com/jct03001c/services/learning/ites.wss/zz/en?pageType=page&c=a0003 096


Back to topBack to top
 
Top rule
Offering Information
Bottom rule

Product information is available via the Offering Information website

http://www.ibm.com/common/ssi

Also, visit the Passport Advantage® website

http://www.ibm.com/software/passportadvantage


Back to topBack to top
 
Top rule
Technical information
Bottom rule

Specified operating environment

Hardware and software requirements

Algo Risk Reports on Cloud

Browser requirements: Internet Explorer 8+ (with ActiveX controls enabled)

Recommended system configuration:

Mobile Requirements:

Algo Risk Service on Cloud

Algo Risk Service on Cloud requires Microsoft Windows XP 32-bit or Windows 7 64-bit.

Algo One Risk & Financial Engineering Workbench

Software requirements

The program's specifications and specified operating environment information may be found in documentation accompanying the program, if available, such as a README file, or other information published by IBM , such as an announcement letter. Documentation and other program content may be supplied only in the English language.

Planning information

Packaging

No software is shipped with this offering.

Access to Algo Risk Reports on Cloud and Algo Risk Service on Cloud will be provided to each entitled user.



Back to topBack to top
 
Top rule
Software Services
Bottom rule

IBM Software Services has the breadth, depth, and reach to manage your services needs. You can leverage the deep technical skills of our lab-based, software services team and the business consulting, project management, and infrastructure expertise of our IBM Global Services team. Also, we extend our IBM Software Services reach through IBM Business Partners to provide an extensive portfolio of capabilities. Together, we provide the global reach, intellectual capital, industry insight, and technology leadership to support a wide range of critical business needs.

To learn more about IBM Software Services or to contact a Software Services sales specialist, visit

http://www.ibm.com/software/sw-services/


Back to topBack to top
 
Top rule
Ordering information
Bottom rule

This product is only available via Passport Advantage . It is not available as shrinkwrap.

These products may only be sold directly by IBM or by authorized IBM Business Partners for Software Value Plus.

For more information about IBM Software Value Plus, visit

http://www.ibm.com/partnerworld/page/svp_authorized_portfolio

To locate IBM Business Partners for Software Value Plus in your geography for a specific Software Value Plus portfolio, visit

http://www.ibm.com/partnerworld/wps/bplocator/

Algo on Cloud

Product group: Application Integration Middleware
Product category: Algo on Cloud
 
                                                  Product
                                                  Identifier
                                                  Description
                                                  (PID)
 
  IBM Algo Risk Reports on Cloud                  5725-H92
  IBM Algo Risk Service on Cloud                  5725-H57

Passport Advantage

Algo Risk Reports on Cloud (5725-H92)

                                                                  Part
Product name/Description                                          number
 
Algo Risk Reports On CloudReport Group
  Daily Fee Partial Month                                         D0USMLL
  Subscription with Support per Month                             D0USNLL
  Service Level Agreement                                         D0UT1LL

Algo Risk Reports On Cloud Extract, Transform & Load Build
  SaaS per Request Pay per Use                                    D11WFLL
 
Algo Risk Reports On Cloud Additional Portfolio
 Report Group
  Daily Fee Partial Month                                         D0US6LL
  Per Month                                                       D0US7LL

Algo Risk Service on Cloud (5725-H57)

Algo Risk Service Risk & Financial Engineering Workbench on Cloud
 
 Authorized User - Monthly Subscription with Support              D105RLL
  Per Month
 Daily Fee for Partial Month                                      D105SLL

Charge metric

Program name                      PID number    Charge metric
 
Algo Risk Service on Cloud        5725-H57      Request
                                                Report Group
                                                Authorized user
 
Algo Risk Reports on Cloud        5725-H92      Report Group
                                                Request
 

Authorized User

Authorized User is a unit of measure by which the Program can be licensed. An Authorized User is a unique person who is given access to the Program. The Program may be installed on any number of computers or servers and each Authorized User may have simultaneous access to any number of instances of the Program at one time. Licensee must obtain separate, dedicated entitlements for each Authorized User given access to the Program in any manner directly or indirectly (for example, via a multiplexing Program, device, or application server) through any means. An entitlement for an Authorized User is unique to that Authorized User and may not be shared, nor may it be reassigned other than for the permanent transfer of the Authorized User entitlement to another person.

Note: Some Programs may be licensed where devices are considered users. In that case, the following applies. Any computing device that requests the execution of or receives for execution a set of commands, procedures, or applications from the Program or that is otherwise managed by the Program is considered a separate user of the Program and requires an entitlement as if that device were a person.

Request is a unit of measure by which the IBM SaaS can be obtained. A Request is the act by the client that authorized IBM to perform a service. Depending upon the service, the Request can be in the form of a written notice or a support request which is made by phone call, email or online case. Sufficient entitlements must be obtained to cover the total number of Requests submitted to the IBM SaaS during the measurement period specified in Customer's Proof of Entitlement (PoE) or Transaction Document.

Report Group is a unit of measure by which the IBM SaaS can be obtained. A Report Group is a collection of data or reports for a specific purpose as defined by the IBM SaaS. Sufficient entitlements must be obtained to cover the number of Report Groups used during the measurement period specified in customer's Proof of Entitlement (PoE) or Transaction Document.



Back to topBack to top
 
Top rule
Terms and conditions
Bottom rule

The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM International Passport Advantage Agreement and the IBM SaaS Terms of Use Agreement.

This product is only available via Passport Advantage . It is not available as shrinkwrap.

Subscription

The IBM International Passport Advantage Agreement and the IBM SaaS Terms of Use agreement govern your use of this offering.

Technical Support

Technical Support is provided for the IBM SaaS and Enabling Software, as applicable, during the Subscription Period. Any enhancements, updates and other materials provided by IBM as part of any such Technical Support are considered to be part of the IBM SaaS or Enabling Software, as applicable, and therefore governed by these Terms of Use Technical Support is included with the IBM SaaS and is not available as a separate offering.

Refer to additional technical support information in the IBM Software as a Service Terms of Use document for the Program.

License Information form number

The program's Terms of Use document is available on the IBM Software as a Service Terms of Use website

http://www.ibm.com/software/sla/sladb.nsf/sla/tou
Limited warranty applies

The warranty for IBM SaaS is stated in the Terms of Use.

Money-back guarantee

No

Volume orders (IVO)

No

Passport Advantage applies

Yes, and through the Passport Advantage website at

http://www.ibm.com/software/passportadvantage
Software Subscription and Support applies

No

IBM Operational Support Services - SoftwareXcel

No

Other support

Passport Advantage

System i® Software Maintenance applies

No

Variable charges apply

No

Educational allowance available

Not applicable.



Back to topBack to top
 
Top rule
Statement of good security practices
Bottom rule

IT system security involves protecting systems and information through prevention, detection, and response to improper access from within and outside your enterprise. Improper access can result in information being altered destroyed or misappropriated or can result in misuse of your systems to attack others. Without a comprehensive approach to security, no IT system or product should be considered completely secure and no single product or security measure can be completely effective in preventing improper access. IBM systems and products are designed to be part of a comprehensive security approach, which will necessarily involve additional operational procedures, and may require other systems, products, or services to be most effective. IBM does not warrant that systems and products are immune from the malicious or illegal conduct of any party.



Back to topBack to top
 
Top rule
Prices
Bottom rule

For all local charges, contact your IBM representative.

Business Partner information

If you are an IBM Business Partner -- Distributor for Workstation Software acquiring products from IBM , you may link to Passport Advantage Online for resellers where you can obtain Business Partner pricing information. An IBM ID and password are required.

https://www.ibm.com/software/howtobuy/passportadvantage/paoreseller

Passport Advantage

For Passport Advantage information and charges, contact your IBM representative or authorized IBM Business Partner for Software Value Plus. Additional information is also available at

http://www.ibm.com/software/passportadvantage

IBM Global Financing

IBM Global Financing offers competitive financing to credit-qualified customers to assist them in acquiring IT solutions. Offerings include financing for IT acquisition, including hardware, software, and services, from both IBM and other manufacturers or vendors. Offerings (for all customer segments: small, medium, and large enterprise), rates, terms, and availability can vary by country. Contact your local IBM Global Financing organization or visit

http://www.ibm.com/financing

IBM Global Financing offerings are provided through IBM Credit LLC in the United States, and other IBM subsidiaries and divisions worldwide to qualified commercial and government customers. Rates are based on a customer's credit rating, financing terms, offering type, equipment type, and options, and may vary by country. Other restrictions may apply. Rates and offerings are subject to change, extension, or withdrawal without notice.

Financing from IBM Global Financing helps you preserve cash and credit lines, enables more technology acquisition within current budget limits, permits accelerated implementation of economically attractive new technologies, offers payment and term flexibility, and can help match project costs to projected benefits. Financing is available worldwide for credit-qualified customers.

For more financing information, visit

http://www.ibm.com/financing
Trademarks

IBM, Passport Advantage, Cognos and System i are registered trademarks of IBM Corporation in the United States, other countries, or both.

Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

Adobe is a trademark of Adobe Systems Incorporated in the United States, and/or other countries.

Other company, product, and service names may be trademarks or service marks of others.

Terms of use

IBM products and services which are announced and available in your country can be ordered under the applicable standard agreements, terms, conditions, and prices in effect at the time. IBM reserves the right to modify or withdraw this announcement at any time without notice. This announcement is provided for your information only. Additional terms of use are located at:

http://www.ibm.com/legal/us/en/

For the most current information regarding IBM products, consult your IBM representative or reseller, or visit the IBM worldwide contacts page

http://www.ibm.com/planetwide/us/