Benchmarking: Compare portfolios against hundreds of benchmarks, across regions and investment approaches.
Return Drilldown: Sources of returns and what really drives performance. Attribution/Contribution analysis tailored to customer needs.
Risk Analysis: See where risk may be hiding, and how to get rid of it. Risk portrayed in a novel way.
Fundamental Characteristics: Valuations and more, and how it may impact long term behaviour.
Sustainability: Dive into ESG, compare to benchmarks and understand how to improve.

Highly customizable in terms of abstraction level and delivery format, e.g. as a white label interactive solution or as pdf and e-mail reports.

Research, build and manage portfolios using one application. Help your clients reach their investment goals in an efficient manner whilst introducing diversification and new sources of returns.

Regions: Invest in regions, single countries or any preferred combination.
Sectors: Invest broadly or in particular industries / sectors.
ESG: Easily introduce ESG and/or remove controversial industries.
Approaches: Choose amongst a wide range of investment approaches, e.g.:

• Passive: Low cost and low maintenance.
• Fundamental: Diversify using valuations, profitability and growth to name a few.
• Absolute Return: Seek alpha by using advanced prediction models.

We build our systems on our internally developed state-of-the-art risk models, models that are also available for usage via API or other distribution methods.

We believe that risk is much more than volatility, and that the classical mean-covariance framework does not suffice in modelling the actual risks within the market. We venture beyond the simplistic classical approaches, to lead a new regime in risk modelling.

Regardless if the customer is advanced or novice, they all deserve high quality risk assessments.

Our risk models range across asset classes, including Equities, FX and rates, and includes the ability to see risk broken down into regions, sectors and factors.