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Alternative Investment Management Software

Risk Shell

Institutional portfolio management, risk analytics and portfolio construction for alternative and multi-asset portfolios.

Integrated investment data, stress testing, portfolio optimization, alternative investment analytics and shadow accounting within one platform.

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FoF Manager

Shadow Accounting for Alternative Portfolios

Manage hedge funds, private equity and multi-asset portfolios with liquidity controls, custom classifications and flexible historical accounting.

35+ hedge fund liquidity settings

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Portfolio Optimization

Nonlinear Portfolio Optimization

Construct hedge fund-of-funds and multi-asset portfolios with stress-test, factor-exposure, liquidity and other user-defined constraints.

Custom Constraints for market-neutral and risk-controlled portfolio construction

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Risk Shell AI

Natural-Language Access to Risk Shell

Use natural language to access investment research, risk analytics and portfolio workflows.

2.3B tokens in our in-house financial LLM

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Macroeconomic Scenario Screening

Select Assets for the Scenario You Define

Screen managers by risk and return targets under user-defined macroeconomic scenarios.

Trend Segmentation™ proprietary regime-analysis engine

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Portfolio Stress Testing

Peer-Relative Stress Testing

Compare extreme-event outcomes with a relevant peer group.

500K+ live stress-tested instruments

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Asset & Manager Selection

Screen assets and managers against investment criteria, peer groups and user-defined macroeconomic scenarios.

Institutional Investment Workflow

Risk Shell connects asset and manager selection, risk management, portfolio construction and optimization, and ongoing portfolio management within one institutional investment platform.

01 Screen & Select

Asset & Manager Selection

Screen assets and managers against investment criteria, peer groups and user-defined macroeconomic scenarios.
02 Analyse Risk

Risk Management

Assess factor exposures, extreme-event impact and underlying portfolio risks across alternative and multi-asset investments.
- Factor Analysis
- Stress Testing
- Holdings-Based Analysis
03 Construct Portfolios

Portfolio Construction

Construct and test portfolios, with portfolio optimization using return, risk, liquidity, stress-test and other user-defined constraints.
- Portfolio Construction
- Nonlinear Portfolio Optimization
- Portfolio What-If
04 Manage & Control

Portfolio Management & Oversight

Monitor portfolio liquidity, exposures, investment limits and accounting activity throughout the portfolio lifecycle.
- Liquidity Analysis
- Limit Control
- Exposure Analysis
- Transaction Audit Trail

Markets

Fund of Funds
Family Offices
Hedge Funds
Asset Managers
Private Equity

Research funds from a universe of 550,000 investment vehicles, encompassing hedge funds, ETFs, and mutual funds. Utilize hundreds of risk-return filters to screen funds effectively. Employ advanced portfolio construction tools, conduct peer group analysis, and utilize stress test models. Generate unlimited investment reports and fact sheets.

Multifaceted Research

Utilize Risk Shell's research capabilities to access a multi-faceted risk assessment, offering users a comprehensive toolkit for thorough analysis. Equipped with advanced features, it facilitates precise risk evaluation, thereby enhancing decision-making in complex financial scenarios.
Portfolio Management Suite

Utilize the FoF Portfolio Manager tailored for multi-asset portfolios and alternative investments. Track transactions, analyze portfolio liquidity, establish fund sub-classes in diverse currencies, monitor portfolio limits and exposure, and more.
Stress Testing

Gain profound insights into portfolio performance under extreme market conditions with Risk Shell stress testing. This component includes user-defined stress factors and heightened precision through correlation stressing.
Portfolio Optimization

Employ advanced portfolio optimization for constructing resilient multi-asset portfolios, integrating non-linear optimization, a proprietary Market-Neutral Portfolio Builder, and customizable end-user constraints. Enhanced customization with advanced metrics like Omega and VaR enables the development of optimal risk-return profiles.
Portfolio Construction

Research, optimize, and build portfolios that not only yield alpha but also exhibit resilience under adverse market conditions. Utilize a suite of portfolio construction tools with advanced features, including correlation and diversification analysis, interactive 3-D charting, and access to hundreds of risk statistics.
Tailored Risk Shell Configuration

Create a tailored Risk Shell configuration by choosing only the features you need from over 35 components. These encompass asset selection tools, stress testing, factor analysis, portfolio construction, fund of fund accounting, peer group analysis, data management, due diligence framework, investment reporting, and more.

Explore new investment opportunities across various asset classes. Manage in-house accounting for diverse holding portfolios. Leverage advanced portfolio optimization to construct market-neutral portfolios. Assess risks associated with alternative investments, including hedge funds and private equities.

Investment Insights: Filter Top Performers

Discover top-performing instruments with Risk Shell's extensive screening filters spanning hedge funds, mutual funds, equities, CTA, and private equities across diverse asset classes. Utilize hundreds of filters to pinpoint investment opportunities and optimize your portfolio across various financial instruments.
Family Office Portfolio Management

Consolidate your investments seamlessly with the FoF Manager—an all-in-one accounting and portfolio management platform specifically tailored for family offices. Access real-time or historical portfolio NAV, P/L, accounts, and more to streamline and optimize your family office's financial operations.
Accounting Transactions

Track accounting transactions across diverse asset classes, encompassing alternative investments and private equity. Keep a close eye on portfolio limits and exposures, while also creating a tailored portfolio management structure for multiple master-feeder and holding portfolios.
Tailored Analytics for Family Offices

Optimize research and asset selection with Risk Shell analytics, providing tailored studies for family offices. Utilize Dynamic Style analysis, Holdings-based analysis, and numerous other tools to streamline your decision-making process.
Reporting

Streamline your investment reporting process with Risk Shell, enabling the creation of virtually unlimited high-quality investment reports, marketing materials, and fact sheets.

Benchmark your fund against peers through Risk Shell's proprietary multi-statistic Peer Group Analysis from the investor's perspective. Identify potential bottlenecks in your investment strategies by stress-testing extreme events. Screen hundreds of thousands of assets to identify those with a desirable risk-return profile, thereby enhancing your fund's performance. Streamline fund reporting for greater efficiency.

Reporting

Streamline your investment reporting process with Risk Shell, enabling the creation of virtually unlimited high-quality investment reports, marketing materials, and fact sheets.
Peer Group Analysis

Gain a competitive advantage by utilizing the proprietary Multi-statistic Peer Group Analysis. Evaluate where your fund stands against its peers from the investors' perspective,
Stress Tests Against Peers

Utilize the industry's pioneering stress test database to benchmark your fund's performance against peers during extreme events. Gain valuable insights into how your fund navigates through devastating market conditions.
Dynamic Factor Analysis

Gain insights into the major macroeconomic factors driving your fund's performance by employing advanced dynamic factor analysis. This includes the integration of elastic-net models, Kalman filters, and many more.

Elevate your portfolio's risk-return profile through the application of advanced optimization models. Enhance asset selection by employing Macroeconomic Scenario Screening™ and Trend Segmentation™ techniques. Identify key driving factors within your portfolio using sophisticated tools such as LASSO, AIC, Elastic-net models, and Kalman filters, allowing for a more nuanced and refined approach to decision-making.

Global Assets

Leverage a global asset database encompassing over 500,000 instruments, ranging from alternative investments and mutual funds to global equities, CTA, ETFs, and money-market funds.
In-depth Data

Harness Risk Shell's in-depth data capabilities to analyze over 1,000 asset-specific data points, facilitating a thorough assessment that includes detailed insights into funds' underlying holdings information.
Peer Group Analysis

Gain a competitive edge with Risk Shell's Peer Group Analysis features a proprietary Multi-statistics approach and is the industry's first to use stress test data for evaluating peers under extreme events.

Streamline your portfolio valuation by utilizing advanced private equity analytics: KSPME, IRR, and Index IRR. Forecast portfolio cashflow with the Yale models. Compare private equity funds and deals against their peers with Risk Shell proprietary Multi-statistic Peer Group Analysis.

Private Equity Research

Delve into sophisticated private equity analysis with Risk Shell, exploring Yale cash flow projections, KSPME, Direct Alpha metrics, and other advanced tools for comprehensive insights. Unlock unparalleled depth in your investment assessments.
Yale Cashflow Forecasting

Harness the power of Yale cashflow forecasting for a nuanced assessment of private equities.
PE Peer Group Analysis

Conduct a comprehensive comparative analysis of private equities against chosen peers through Risk Shell's exclusive Multi-Statistic Peer Group Analysis.
Private Equity Portfolio Management

Consolidate your private equity investments into various multi-asset portfolios using Risk Shell's FoF Manager. Keep track of private equity transactions and utilize Risk Shell's analytics to assess the performance of aggregated portfolios efficiently.

Featured Solutions

For more than two decades, investment professionals worldwide have trusted ABC Quant's distinctive risk solutions — spanning teams, asset classes, and every facet of the investment journey.

Holdings Details

Holdings information for OEF and ETF.

Holdings Details

Explore fund's current or historical holdings in depth
Conduct a reverse search to find funds with specific holdings
Perform Holdings-based factor analysis and stress testing

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Macroeconomic Scenario ...

Innovative concept of asset screening under different market trends.

Macroeconomic Scenario Screening™

Exclusive framework for selecting assets under user-defined macroeconomic scenarios.
Create hundreds of macroeconomic scenarios and identify best performers
Take into account diverse asset performance under different market trends
Tailored for alternative investments featuring intricate trading strategies

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Peer Stress Testing

Innovative combination of multi-statistic Per Group Analysis with Stress Testing.

Peer Group Stress Testing

Analyze stress results for assets across historical extreme events in comparison to a peer group
Supported by the continuously updated Global Stress Test database
Identify top-tier performers with resilient stress results during the screening phase
Combine different asset classes to enhance stress test results for the portfolio

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Portfolio Limit Control

Portfolio limit control for FoF Manager

Portfolio Limit Control

Create custom risk limits
Monitor portfolio risk limits in real time
Comply with the relevant legal and regulatory requirements

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Risk Shell Product Lines

Configured for Different Institutional Investment Workflows

Risk Shell product lines combine different research, risk management, portfolio construction and portfolio management modules for the needs of specific institutional investors. Each configuration can be further customized as investment requirements evolve.

Fund of Funds Managers

Research and screen hedge funds and other investment vehicles, analyze peer groups and stress-test managers, then construct and optimize diversified alternative investment portfolios. FoF Manager adds liquidity analysis, portfolio controls and shadow accounting.

Family Offices

Manage alternative and traditional investments within a multi-asset framework combining portfolio analytics, optimization, stress testing and shadow accounting. Support complex holding structures, private investments and family-office portfolio management workflows.

Hedge Fund Managers

Benchmark funds against relevant peers, identify factor and extreme-event risks, and evaluate strategies from an institutional investor perspective. Screen investment opportunities and strengthen portfolio construction, risk analysis and investor reporting.

Investment Consultants

Research managers across broad institutional databases and build model portfolios spanning alternative and traditional asset classes. Macroeconomic Scenario Screening™ and Trend Segmentation™ support manager selection under user-defined market scenarios.

Due Diligence Managers

Combine quantitative manager analysis with structured qualitative due diligence. Screen funds, compare peer groups, monitor risk characteristics and maintain manager research, documentation and due diligence workflows within a dedicated framework.

Research Houses

Analyze broad investment universes, compare strategies and examine risk-return characteristics across alternative and traditional assets. Use institutional datasets and analytical models to identify market trends, manager behavior and emerging investment opportunities.

Traditional Long-Only Asset Managers

Improve asset selection and portfolio construction using factor analysis, optimization and macroeconomic screening. Identify portfolio drivers with advanced statistical models and test allocations under different risk and market assumptions.

Hedge Fund Marketers

Position funds within relevant peer universes and demonstrate differentiated risk-return characteristics to institutional investors. Highlight performance strengths, stress-test resilience and comparative results using consistent quantitative analysis.

Private Wealth Managers

Construct customized multi-asset portfolios around client risk-return objectives. Combine portfolio optimization, stress testing, performance analysis and alternative investment research to support diversified private wealth portfolios.

Private Equity Managers

Analyze private equity funds and transactions using KSPME, Direct Alpha, IRR and Index IRR methodologies. Model portfolio cash flows, compare investments against relevant peers and integrate private equity positions into broader multi-asset portfolio analysis.

Why Risk Shell

Built for Institutional Investment Workflows

Risk Shell combines investment research, risk analytics, portfolio construction, portfolio management and financial data within a configurable institutional investment platform.

25+ Years Investment technology

550K+ Multi-asset instruments

Since 2013 Risk Shell platform

Integrated Investment Platform

Connect asset and manager selection, factor analysis, stress testing, portfolio optimization and portfolio management within one investment workflow.

Institutional Risk Analytics

Advanced factor models, stress testing, peer-group analysis and nonlinear portfolio optimization developed for alternative and multi-asset portfolios.