Risk Shell Editions for Family Offices
Risk Shell Family Office Editions combine institutional investment analytics with portfolio-management tools for single and multi-family offices investing across traditional and alternative assets. The configurations cover manager research, portfolio risk, asset allocation, optimization, liquidity, exposure monitoring and custom investment data within the same platform.
For many family offices, FoF Manager and the portfolio-management components form the operational core of Risk Shell. They are used to monitor allocations, exposures, liquidity, investment limits and portfolio activity across managers and asset classes, while research and risk modules provide the analytical layer around the managed portfolios.
Portfolio Management & FoF Manager
Manage alternative and multi-asset portfolios with direct control over allocations, exposures, liquidity and investment limits.
- Portfolio and sub-portfolio management
- Exposure and investment-limit control
- 35+ liquidity and redemption settings
- FoF Shadow Accounting and master-feeder structures
Multi-Asset Risk Analytics
Apply the same analytical framework across hedge funds, traditional investments and proprietary assets held by the family office.
- 100+ risk and return statistics
- Peer Group Analysis and Attribution Analysis
- Stress Testing and diversification analysis
- Advanced Stress-Test Database in Ultimate IV
Portfolio Construction & Optimization
Test allocation changes and construct portfolios using risk measures and constraints appropriate to alternative and multi-asset investments.
- Portfolio What-If Analysis
- Risk Budgeting and marginal risk contribution
- Portfolio Optimization and rebalancing
- Market-neutral portfolio construction
Investment Data & Research Management
Combine external investment databases with family-office research, custom assets and proprietary portfolio information.
- Global Search across multiple investment databases
- Custom Assets and proprietary descriptive fields
- Return Adjustment Framework
- CRM Document Manager and custom data management
Choose the Appropriate Family Office Edition
Basic provides the core investment research and risk-analysis environment. Ultimate I adds attribution, ranking, reporting and custom portfolio tools; Ultimate II adds stress testing, portfolio construction, optimization and research-data management; Ultimate III introduces FoF Manager and Shadow Accounting for active portfolio management; and Ultimate IV adds access to the Risk Shell Stress-Test Database for broader extreme-event analysis across the investment universe.
The matrix above provides the complete component-by-component comparison of Risk Shell Family Office Editions.