Assess the Risk and Reward Profile of Investment Strategies

We offer two methodologies for delivering Risk View, which helps institutional investors quantify and evaluate risk on global, multi-asset class portfolios.

Holdings-Level Service Approach for Risk View

The holdings-level approach to Risk View provides a full revaluation approach using actual investment holdings. As such, clients can get risk transparency into pooled funds, hedge funds and similar types of alternative investments. This bottom-up modeling capability, using security-level detail, supports client needs for sophisticated and robust risk analysis.

Factor-Model Service Approach for Risk View

For some clients, security level data is not readily available. Others may not need ex-ante analysis based on security-level data. By applying advanced factor models to a client’s portfolio returns, we deliver sophisticated risk analytics using a streamlined methodology. Clients get timely and easy-to-access online risk analytics without having to invest significant time and resources into data gathering and model building.