Being a quantitative platform for risk management and portfolio construction, Risk Shell also offers a broad array of tools to help streamline due diligence processes and workflows for portfolio managers and family offices. The CRM & Document Manager component is seamlessly integrated into the Risk Shell framework and greatly facilitates routine portfolio management and manager due diligence.

Key Benefits

  • Consolidate operational documents in a single unified framework
  • Control Operational Due Diligence questionnaires and tasks
  • Keep your notes and meeting records integrated with vendor data 
  • Score funds on any customized criteria and assign due diligence status flags
  • Manage Due Diligence Questionnaires for hedge fund managers, CTAs and traditional managers

Key Features

  • Seamless integration of user-defined and vendor data
  • Multiple date records for a single descriptive field
  • Embedded email parsing system
  • User-defined document classification
  • Shared access with configurable access level control
  • Secure and encrypted data storage
  • Industry standard due diligence templates and user-defined due diligence questionnaires
  • Automated backups of user data (twice a day, saved for two years)

Risk Shell Components

Advanced analytics for multi-asset investment portfolios

Asset Selection

Hundreds of quantitative and qualitative filters capable of constructing complex asset search criteria.

Factor Analysis

Multivariate Returns-based and Holdings-based Static & Dynamic Style Analysis to identify granular sources of asset performance.

Stress Testing

Stress assets or portfolios to identify and mitigate potential event risks. Predict impacts of extreme event shocks.

Portfolio Construction

Portfolio construction software for fund of funds: diversification & correlation analysis, risk budgeting and many more.

Peer Group Analysis

Multi-statistic and traditional Box-Plot Peer Group Analysis designed for hedge funds and multi-asset portfolios.

FlexiRank™

Powerful asset ranking framework that supports user-defined ranking criteria and synthetic risk statistics.

Holdings

Holdings-Based Analysis of hedge funds and FoF across all asset classes including equities, fixed income etc.

CRM & Document Manager

Document management and due diligence tools tailored to alternative investments.

Index Builder

Advanced quantitative framework to create custom benchmarks and factor subsets that ensure the best fit for any asset.

Custom Assets

Tools to create and maintain a virtual database of user-defined assets within the Risk Shell environment.

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