Portfolio Risk Analytics Solutions

Optimize your investment portfolio strategy with a comprehensive view of risk and return

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From data to decision, and everywhere in between

A fundamental idea in finance is the relationship between risk and return. The greater the amount of risk an investor is willing to take, the greater the potential return. How do investors determine how much risk a portfolio can withstand? Or what a desired return should be at a given point in time?

Determination of the appropriate level of risk is driven by relevant data, such as age, income, investment goals, liquidity needs, time horizon, and personality. Deeper analysis of performance data is required to identify holdings that will optimize return at the desired risk level.

Actionable insights to manage risk at every stage of the portfolio lifecycle.

Evaluate performance to identify holdings with the best risk/return tradeoff and which contributed the most to your portfolio.

Monitor real-time performance, including how market conditions or breaking news impact key metrics

Robust data analytics assess risk and extract actionable,  insights that drive decisions throughout the portfolio lifecycle

Utilize scenario analysis and stress tests to understand the real, potential impacts from risk on your portfolio

Use predictive analytics to perform trade simulations and apply multiple strategies to optimize portfolio risk.

Comply with Regulation Best Interest using anomaly detection to identify changes in portfolio risk level, then adjust to realign with client’s risk profile.

Key Features and Functions

Interactive Analytics

Evaluate risk characteristics using both time series and point-in-time analyses, and stress test portfolios using historical events and other triggers.

Performance Attribution

Use performance attribution to pinpoint the key sources of return over time.

Visualization

Data visualizations deliver powerful insights instantaneously in user-friendly formats that make it easy to digest large datasets and identify patterns or anomalies that drive decisions.

Reporting

Automated report generation makes it easy to ensure reports are consistent and accurate and is essential for those managing multiple or sizable portfolios.

Single Source of Truth

Seamless integration of third-party systems and other data sources will serve to break down information silos within the organization and will help to ensure all parties are working with current, accurate data.

Modernized Infrastructure

Financial services firms should take the earliest opportunity to migrate core analytics calculations to the cloud, which delivers immediate impact and will enhance speed, efficiency, and scalability.