Custom Data
Friday, September 20, 2019, 03:00pm - 04:00pm
Contact Chris Bartlett, Paul Silverberg

Summary

Risk Shell not only offers an easy workflow of creating user-defined assets, but also allows clients to create custom data fields. This enables clients to create their own data repository within the Risk Shell environment. The process of creating custom data is very easy due to an advanced GUI. Custom data repositories present virtual databases merged with vendor databases, though can only be accessed by their owners. 

This tutorial guides you through various classes of custom data and explains the workflow of managing user-defined virtual data bases withing the Risk Shell environment.

Custom Data As Risk Shell Objects

A brief overview of different classes of custom data:

  • Custom Funds
  • Portfolios
  • Custom indices
  • Proxies
  • Wallets vs Portfolios - what the difference is
  • User-defined custom descriptive fields
  • Types of custom fields and document categories
  • Custom data synchronization

Working With Custom Data - Step-by-step Tutorial

  • Creating virtual databases, wallets and portfolios
  • Custom data: best practices and tips
  • Working with the multiple date notes
  • Working with user-defined data fields
  • Working with the Asset Return Adjustment Framework

Potential Audience

Institutional portfolio managers, hedge fund investors, hedge fund of funds and multi-asset portfolio managers, CIOs, advanced family offices, advisers, research houses, consultants, pension plans, endowments, family offices.

Location online
Live control of Risk Shell applications via GoToMeeting and/or Webex.
EST time zone - afternoon session
Registrations are now closed

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