Performance Risk & Compliance

Augmented intelligence to empower human expertise, assess and clearly document the customer’s risk profile, bringing client relationship to center stage

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

EXIMIUS

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

EXIMIUS

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

EXIMIUS

Capabilities
Model Portfolio Construction
Strategic and tactical asset allocation for optimal model portfolios, leveraging frequently used market algorithms

EXIMIUS

Capabilities

Capabilities
Capabilities

Key Benefits

Guarantee pro-active compliance by monitoring portfolios and business rules in accordance with the latest regulations

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

Ensure robust methodological approach through an advanced digital advisory experience

Document and demonstrate your investment approach using detailed risk analytics

Be compliant with regulatory constraints and ready for external audit

Strongly reduce reputational risk and legal claims by automating compliance checks

Performance Risk & Compliance

Augmented intelligence to empower human expertise, assess and clearly document customer’s risk profile, bringing client relationship to center stage

Capabilities

“
Suitability AssessmentEXIMIUS

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

“
Risk & Performance AnalyticsEXIMIUS

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

“
Risk Data ManagementEXIMIUS

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

“
Model Portfolio ConstructionEXIMIUS

“Strategic and tactical asset allocation for optimal model portfolios, leveraging on the most used market algorithms”

Key Benefits

“

“Guarantee pro-active compliance by monitoring portfolios and business rules in accordance with the latest regulations”

“

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

“

“Ensure robust methodological approach through an advanced digital advisory experience”

“

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

“

“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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