Determination of the appropriate level of risk for a client is driven by personal data, such as age, income, investment goals, liquidity needs, time horizon, and personality.To optimize the portfolio to yield the best returns at the desired risk level, deeper analysis of performance data is required.
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01
Evaluate performance to identify holdings with the best risk/return tradeoff that contributed the most to your portfolio
02
Monitor real-time performance, including how market conditions or breaking news impact key metrics
03
Assess risk and extract actionable, insights that drive decisions throughout the portfolio lifecycle with robust data analytics
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Utilize scenario analysis and stress tests to understand the real, potential impacts from risk on your portfolio
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Use predictive analytics to perform trade simulations and apply multiple strategies to optimize portfolio risk
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Comply with Regulation Best Interest using anomaly detection to identify changes in portfolio risk level, then adjust to realign with your clients’ risk profile
Interactive Analytics
Evaluate risk characteristics using both time series and point-in-time analyses, and stress test portfolios using historical events and other triggers
Performance Attribution
Use performance attribution to pinpoint the key sources of return over time
Visualization
Data visualizations deliver powerful insights instantaneously in user-friendly formats that make it easy to digest large datasets and identify patterns or anomalies that drive decisions
Reporting
Automated report generation makes it easy to ensure reports are consistent and accurate and is essential for those managing multiple or sizable portfolios
Single Source of Truth
Seamless integration of third-party systems and other data sources will serve to break down information silos within the organization and will help to ensure all parties are working with current, accurate data
Modernized
Infrastructure
Financial services firms should take the earliest opportunity to migrate core analytics calculations to the cloud, which delivers immediate impact and will enhance speed, efficiency, and scalability
