Performance Risk and Compliance

Performance Risk & Compliance

Assess and clearly document customer’s risk profile and investment rationale using a real-time engine which provides actionable insight and historical information management

Capabilities
Suitability Assessment
Real-time and bulk checks on customer portfolios according to regulatory requirements

ADVICE
EXIMIUS

Capabilities
Capabilities
Risk Data Management
Business and operational support to enable risk analysis based on consistent and high quality database

ADVICE
EXIMIUS

Capabilities
Risk & Performance Analytics
Sophisticated risk measures to evaluate portfolio characteristics in terms of market, credit and liquidity risk

ADVICE
EXIMIUS

Capabilities

Capabilities
Capabilities

Key Benefits

Maximise your client returns by identifying changing market scenarios over investment lifetime

Document and demonstrate your investment approach using detailed risk analytics

Focus on the core business automating compliance checks

Be compliant with regulatory constraints and ready for external audit

Strongly reduce reputational risk and legal claims by automating compliance checks

Performance Risk & Compliance

Assess and clearly document customer’s risk profile and investment rationale using a real- time engine which provides actionable insight and historical information management

Capabilities

“
Suitability AssessmentADVICE
EXIMIUS

“Real-time and bulk checks on customer portfolios according to regulatory requirements”

“
Risk & Performance AnalyticsADVICE
EXIMIUS

“Sophisticated risk measures to evaluate portfolio characteristics in terms of market, credit and liquidity risk”

“
Risk Data ManagementADVICE
EXIMIUS

“Business and operational support to enable risk analysis based on consistent and high quality database”

Key Benefits

“

“Maximise your client returns by identifying changing market scenarios over investment lifetime”

“

“Document and demonstrate your investment approach using detailed risk analytics”

“

“Focus on the core business automating compliance checks”

“

“Be compliant with regulatory constraints and ready for external audit”

“

“Strongly reduce reputational risk and legal claims by automating compliance checks”

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