Integrate risk within your investment process to better understand what you’re buying, what you’re exposed to, and where your alpha is coming from.
Tailor easy-to-use dashboards and reports based on your own strategies for an accurate view of opportunities and threats. Act with confidence to make sound investment decisions.
Analyze top-down risk and exposure
- Understand exposure from portfolio level down to strategy, sector, analyst and individual positions.
- Utilize intuitive and flexible dashboards that include deep risk analysis (volatility, factor risk and VAR) for quick insights.
- Utilize one-click simulation/optimization – ideal for analysts, traders and PMs.
A comprehensive, cost-effective platform
- Isolate risk components, such as asset selection (idio), factors, industries, etc.
- Discover performance impact when you reduce or raise internal earnings estimates or price targets.
- Use factor screener to drive risk-based idea generation.
Integrate any model, data and vendor
- Maximize risk processes through deep integration with idea generation and portfolio construction.
- Switch between funds, models and strategies, while bringing in internal data or custom formulas that are tailored to each team.
- Stress testing that is high performance, configurable and easy-to-use.
Be more prepared and proactive
- Utilize absolute and relative factor-based (ex. idiosyncratic vs. style) and traditional attribution, such as by analyst, geography, sector, hit ratios, etc. Add intra-day and Brinson attribution, as well.
- Generate reporting that is configurable and able to handle multiple portfolios, asset classes and indices.
- Determine teams and individuals, or trading decisions, contributing or detracting from performance.