Asset Selection, Portfolio Construction, Risk Analytics, CRM and Shadow Accounting

Risk Shell Institutional editions deliver all available modules and components to satisfy most demanding institutional investors. Its architecture was designed to fit large enterprises and features a flexible user role reassignment.

Benefits For Institutional Investors

  • Consolidate all elements of your investment process within a single framework
  • Reduce development costs due to our unlimited development on-demand program
  • Minimize new product implementation time
  • Enhance risk-return profiles of your products due to the most sophisticated analytics available today

Software Features

  • Enhanced security and custom deployment solutions
  • Multi-user environments with Advanced Access Control
  • All Ultimate editions include unlimited custom development on-demand and Expert training & tutorial courses
  • Unlimited report customization
  • Ultimate II & III editions include in-house custom database integration
 

Risk Shell Editions (Institutional)

B - Basic, UI - Ultimate I, UII - Ultimate II, UIII - Ultimate III
 
  BasicUltimate IUltimate IIUltimate III
  BUIUIIUIII
  • Search filters (100+) excl. Macroeconomic Scenario Screening™
  • Global Search across multiple databases
  • Peer group analysis (Classic & Multi-statistic)
  • Risk engine for asset valuation (100+ metrics)
  • Side-by-side analysis
  • Interactive charting (2D & 3D charts)
  • Macroeconomic Scenario Screening™
  • Attribution Analysis (Static, Dynamic) incl. Trend Segmentation™
  • Stress Testing module (models, scenarios, extreme events)
  • Holdings-Based Analysis module
  • FlexiRank™ analysis (custom ranking criteria)
  • Wallets incl. the Global scope data containers
  • Portfolio What-If module
  • Series Transformation module incl. FX Forwards
  • Report Builder (technical and design reports)
  • Custom assets incl. Portfolio module
  • Return Adjustment Framework
  • Index Builder
  • Proxy Builder
  • Autocorrelation analysis
  • Custom backups
  • Equity Style Box
  • Portfolio advanced correlation analysis
  • Portfolio marginal risk contribution & diversification analysis
  • Risk Budgeting
  • Portfolio Optimization
  • Optimization Backtesting incl. bulk background
  • Portfolio Stochastic Simulation
  • Performance Forecasting
  • Portfolio Rebalancing
  • Market-neutral portfolio builder
  • CRM Document Manager incl. email parser
  • Data management module (custom fields & data merge)
  • FoF Management (exposure, limit control & liquidity analysis)
  • FoF shadow accounting
  • Bloomberg integration (real-time & pre-saved)
  • Data
  • Data Feeds
  • Available for extra fee
  • Available for extra fee
  • 1 HF & 1 CTA or ETF
  • Available for extra fee
  • 1 HF &  Regional OEF &
    1 CTA or ETF
  • Available for extra fee
  • 2 HF & 2 Regional OEF &
    1 Equity 
  • Available for extra fee

Solutions

Risk Shell delivers all functional components required for an advanced investment process.

Institutional Investors

Most comprehensive Risk Shell line including all components and designed for large institutional environments.

Hedge FoF Managers

All-in-one suite for screening assets, constructing and managing robust multi-asset portfolios.

Hedge Fund Marketers

Advanced reporting and marketing tools for single hedge fund managers.

 

Traditional Managers

Risk analytics and portfolio construction tools for traditional assets: equity, fixed income, derivatives and swaps.

Family Offices

Risk analytics for single and multifamily offices including CRM, Document Manager and accounting tools.

Research Houses

Solutions covering every asset class and tailored for research houses, consultants and professional investors.

Due Diligence Managers

Tools for quantitative and qualitative assessment of alternative vehicles, CRM & Document Manager.

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