Risk and Analytics

In isolation, even the best performance results can be inconclusive. To complement information on returns, you may need other tools to evaluate a fund's structure and risk exposures and articulate differences in investment styles.

Profile Reports

Profile reports provide you with access to these comprehensive, industry-leading fundamental and quantitative statistics. Determine the structure and critical style characteristics of a portfolio or composite of portfolios. Graphics provide additional perspective about management style by displaying portfolio characteristics over time.

Ex-Ante Risk Analysis

Increasingly, risk management is being recognized as an integral part of the investment process. We believe it is important to provide our clients with advanced methodologies to measure and monitor portfolio risk with a long-term investment horizon.

Our risk management tools provide you with a complete and integrated view of both performance and risk.

Understand how much risk a particular investment mandate or asset class is adding to your portfolio.
Learn how and why a portfolio's risk changed over the last measurement period.

Working with industry leading vendors, we provide objective information about the nature and degree of market risks inherent in a portfolio, using multi-factor models. Whether you need a simple VaR calculation, risk versus benchmark comparison, trend analysis or complex scenario analysis and stress testing, we can meet your needs.