Software For Long-Only Funds: Risk Analytics & Portfolio Construction

As a traditional investment manager, your role is to compete with an enormous community of institutional managers and differentiate your strategy from the crowd. You probably know all traditional investment approaches and fully understand the difficulty of reinventing the wheel of long-established methodologies. Risk Shell can help you resolve this problem and offer something really unique yet highly efficient in creating robust portfolios of traditional vehicles. Our analytical solutions came from alternative investments - the most complex, non-transparent and often unregulated financial instruments. As such, these instruments require more advanced analytics than traditional assets, e.g. non-linear portfolio optimization, tail-risk analysis, multivariate factor models and so on. Applying these models for traditional asset portfolios can greatly enhance their risk-return profiles and open a room for developing new investment strategies.

Benefits For Traditional Investment Managers

  • Enhance your portfolio risk-return profile by applying advanced optimization models
  • Improve asset selection using Macroeconomic Scenario Screening™ and Trend Segmentation™ techniques
  • Identify portfolio driving factors using LASSO, AIC, Elastic-net models and Kalman filters
  • Satisfy investors by offering more advanced analytical frameworks

Advanced Risk Analytics

  • Non-linear and Differential Evolution portfolio optimization
  • Proprietary Macroeconomic Scenario Screening™ and Trend Segmentation™ techniques
  • Risk budgeting (10+ strategies)
  • Global Equities databases and direct Bloomberg data feed

Risk Shell Editions (Traditional Managers)

B - Basic, UI - Ultimate I, UII - Ultimate II, UIII - Ultimate III
  BasicUltimate IUltimate IIUltimate III
  • 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)
  • 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
  • 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
  • Bloomberg integration (real-time & pre-saved)
  • Data
  • Data Feeds
  • 1 Equity
  • Available for extra fee
  • 1 Equity & 1 ETF
  • Available for extra fee
  • 1 Equity & 1 ETF & 1 Regional OEF
  • Available for extra fee
  • 2 Equity & 1 ETF & 2 Regional OEF
  • Available for extra fee

Software Solutions For Fund Of Funds

Risk Shell delivers risk management, portfolio construction, accounting and CRM for institutional managers, investors and consultants

Institutional Investors

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

Hedge FoF Managers

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

Hedge Fund Marketers

Advanced reporting and marketing software 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 multi-family offices: portfolio construction, 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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