Portfolio Analysis / Construction
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Overview
A large Asset Management firm in the US required an integrated portfolio system that brought together portfolio analysis, risk analysis, and portfolio construction. The firm’s proprietary portfolio and risk management technology platform had reached the limits of its capabilities, affecting daily operations and inhibiting business growth plans. Management required a powerful, flexible platform to address current market needs as well as easily adapt to future market conditions. |
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Credit Risk Exposure
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Overview
A large, US based Asset Management / Private Wealth Management required an enterprise-wide credit risk solution that enabled real-time analysis across multiple geographies and source systems. The firm’s proprietary credit risk system could not easily handle the constant permutations of exposure reports / ad-hoc queries on the fly. This limitation was an inhibitor to the firm’s ability to view true exposure and conduct business. Management required
a highly flexible credit risk solution that could keep pace with the constantly evolving permutations requested
by the users. |
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Market Risk Exposure
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Overview
The Asset Management Group of a large European Bank required an enterprise-wide market risk system that enabled real-time analysis across multiple geographies and source systems. Due to global growth, their business had outgrown the existing market risk solution. Management required a solution that could leverage some of their existing technology investments and provide a high performance solution to a global user base. |
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