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Financial Risk Management

Risk and Performance are two faces of the same coin; therefore, they should be examined together. However, because they use different mechanics, they are often analyzed using different systems which tend to be specialized in one area or the other. We believe that these must be analyzed in parallel to reach the right investment decisions, as risk must be balanced against anticipated returns. This was another key motivation for us building our integrated RiskValue™ platform several years ago.

Core Features

  • Calculation of risk profile according to investment strategies and benchmarks.

 

  • Absolute and relative portfolio risk decomposition through VaR methodologies (variance/covariance, MC and historical simulations).

 

  • Advanced algorithms for theoretical revaluation of financial instruments.

 

  • Intra & inter currency risk diversification analysis.

 

  • Risk-factors sensitivities analysis.
  • Stress-testing calculations through user-defined predictive and historical scenarios implementation.

 

  • Counterparty, liquidity, and concentration risk exposures monitoring.

 

  • What-if Scenario Analysis.

 

  • Calculation of market statistical measures (volatilities, correlations, betas, etc.).

 

  • Risk/performance reporting according to MiFiD II.

Benefits

  • Facilitates effective communication with customers through the integration of risk in performance calculations.

 

  • Enhances decision-making capabilities for wealth managers.

 

  • Consolidates market data into a single point of reference by integrating with multiple data sources and systems.

 

  • Builds client confidence and trust by demonstrating comprehensive risk management strategies.

 

  • Ensures regulatory compliance in all financial activities.
  • Employs sophisticated analytics and modeling to analyze portfolio performance and optimize allocations and risk budgets.

 

  • Improves risk identification and mitigation strategies, enhancing overall portfolio security.

 

  • Maintains historical records of all calculations for a fully auditable and transparent environment.

Core Features

  • Calculation of risk profile according to investment strategies and benchmarks.

 

  • Absolute and relative portfolio risk decomposition through VaR methodologies (variance/covariance, MC and historical simulations).

 

  • Advanced algorithms for theoretical revaluation of financial instruments.

 

  • Intra & inter currency risk diversification analysis.

 

  • Risk-factors sensitivities analysis.
  • Stress-testing calculations through user-defined predictive and historical scenarios implementation.

 

  • Counterparty, liquidity, and concentration risk exposures monitoring.

 

  • What-if Scenario Analysis.

 

  • Calculation of market statistical measures (volatilities, correlations, betas, etc.).

 

  • Risk/performance reporting according to MiFiD II.

Benefits

  • Facilitates effective communication with customers through the integration of risk in performance calculations.

 

  • Enhances decision-making capabilities for wealth managers.

 

  • Consolidates market data into a single point of reference by integrating with multiple data sources and systems.

 

  • Builds client confidence and trust by demonstrating comprehensive risk management strategies.

 

  • Ensures regulatory compliance in all financial activities.
  • Employs sophisticated analytics and modeling to analyze portfolio performance and optimize allocations and risk budgets.

 

  • Improves risk identification and mitigation strategies, enhancing overall portfolio security.

 

  • Maintains historical records of all calculations for a fully auditable and transparent environment.

SUCCESS STORIES

Ready to see our solutions in action?

Book a 20-minute call with our team and explore how we can tailor our offerings to meet your unique needs. Dive deeper into the features and benefits that will drive your success. Let’s start a conversation that could transform your business.

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Also offered as a service

Business Process Outsourcing:

Outsourcing of investment / risk management processes and regulatory reporting are crucial as they allow companies to focus on their core activities while outsourcing specialized tasks to experts. This not only improves efficiency but also can lead to cost savings, improved performance, and enhanced flexibility to adapt to market changes.

 

Services include:

• Data collection through pre-defined electronic means.
• Data management: data aggregation and validation.
• Data communication.
• Parameterization services
• Execution of procedures on RiskValue
• Reports preparation and validation
• Reports delivery and consulting.
• Web access to RiskValue’ s Report Viewer cloud portal
• Continuous monitoring of regulatory reporting obligation and software updates to enhance regulatory compliance.