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.
Manage hedge funds, private equity and multi-asset portfolios with liquidity controls, custom classifications and flexible historical accounting.
Construct hedge fund-of-funds and multi-asset portfolios with stress-test, factor-exposure, liquidity and other user-defined constraints.
Use natural language to access investment research, risk analytics and portfolio workflows.
Screen managers by risk and return targets under user-defined macroeconomic scenarios.
Compare extreme-event outcomes with a relevant peer group.
AI for Investment Analytics
Natural-language access to Risk Shell research, risk analytics and portfolio workflows through our in-house financial LLM.
Cash flow forecast tools designed for hedge fund investments and supporting complex redemption structures.
Tools for hedge FoF managers to support multiple share classes with different investment terms and fee structures.
Static and dynamic portfolio exposure to various asset classes, market factors, trading strategies and industry sectors.
Portfolio limit control tools specially designed for alternative investments, fund of funds and multi-asset portfolios.
Asset liquidity terms, redemption analysis, portfolio liquidity ladder, redemption note calendar and many more.
Consolidated portfolio positions, P/L, strategy allocations, valuations - all tailored to hedge FoF portfolios.
Tools for creating custom user-defined manager classification systems that override data vendor classifications.
Transaction audit trail for portfolio accounting, providing daily historical transaction tracking, change comparison and user accountability within FoF Manager.
Tools to support shadow accounting and manage portfolio transactions, specially tailored to alternative investments.
Hundreds of quantitative and qualitative filters for building precise asset and investment manager screening criteria across alternative and multi-asset investment ...
Document management and due diligence tools for alternative investments and multi-manager funds.
Tools to create and maintain virtual databases of user-defined assets within the Risk Shell environment.
Multivariate Returns-Based and Holdings-Based Factor Analysis with Static and Dynamic Style Analysis for identifying the drivers of fund and portfolio returns, factor ...
Asset ranking on user-defined synthetic risk statistics: several weighted measures combined into one rank, rather than a sort on a single conventional statistic.
Holdings-Based Analysis for hedge funds, funds of funds and multi-asset portfolios across equities, fixed income, commodities, derivatives and other asset classes.
Advanced quantitative framework to create custom benchmarks and factor subsets that ensure the best fit for any asset.
Report Builder delivers a flexible SaaS based investment reporting solution designed for fund managers and family offices.
Macroeconomic Scenario Screening™ is Risk Shell's proprietary framework for selecting investments according to their historical ...
Multi-statistic and box-plot peer group analysis for hedge funds, fund of funds and multi-asset portfolios, with estimated stress-event losses used as peer statistics.
Portfolio construction software for fund of funds and multi-manager portfolios, combining risk budgeting, diversification and correlation analysis, marginal risk ...
Optimization of multi-manager funds, fund of funds and multi-asset portfolios across a broad range of objective functions.
Portfolio What-If Analysis to create and analyze hypothetical portfolios based on actual investment portfolios.
Private equity risk management and portfolio management software, a part of the Risk Shell alternative investment platform.
Natural-Language Interface for Risk Shell
An AI assistance layer integrated with Risk Shell, combining natural-language interaction with platform knowledge, portfolio ...
Historical and factor-based stress testing for hedge funds, fund of funds and multi-asset portfolios, with predictive scenario analysis and a continuously updated ...
Global data in Risk Shell
More than 550,000 traditional and alternative investment vehicles across global markets, covering all major asset classes and geographical regions within the Risk Shell data environment.
Integrated Vendor Data
Data feeds from established institutional providers are processed and compiled into Risk Shell-format databases covering traditional and alternative investments across multiple asset classes.
Virtual databases
Create proprietary assets and virtual databases directly within Risk Shell. Define unlimited custom data fields and structure data around your own investment, research and reporting requirements.
In-house data integration
Use proprietary in-house databases in Risk Shell. Existing institutional databases can be integrated into the platform according to each client’s own data requirements.