Risk Shell Editions for Institutional Investors & FoF Managers
Institutional configurations cover the broadest Risk Shell functionality, from asset and manager research through portfolio construction, risk management, due diligence, FoF management and shadow accounting. The editions are cumulative: higher configurations retain the components of the preceding edition and add more specialized analytical and portfolio-management tools.
The configuration can be adapted to the institution's investment process, data environment and user structure. Risk Shell supports multi-user access, proprietary data, custom reporting and integration with institutional data sources alongside the standard analytical components.
Investment Research & Risk Analytics
Research and compare funds, managers and other investments using Risk Shell screening, peer analysis, factor models, stress testing and holdings-based analytics.
- Global Search and 100+ quantitative screening criteria
- Macroeconomic Scenario Screening™ and FlexiRank™
- Factor, attribution and Holdings-Based Analysis
- Stress testing and tail-risk analytics
Portfolio Construction & Optimization
Build and test institutional portfolios using portfolio risk analytics, optimization, risk budgeting and advanced allocation constraints.
- Portfolio Optimization and optimization backtesting
- Risk Budgeting and marginal risk contribution
- Factor, liquidity and stress-test constraints
- Portfolio rebalancing and market-neutral construction
FoF Management & Shadow Accounting
Higher Institutional editions extend Risk Shell from investment analytics into operational portfolio management for hedge fund, FoF and multi-asset structures.
- Exposure and investment-limit control
- Liquidity analysis and redemption management
- FoF Shadow Accounting
- Master-feeder and multi-portfolio structures
Institutional Data & Deployment
Risk Shell can operate within an institutional data and research environment rather than as a standalone analytical application.
- Multi-user access and controlled user permissions
- Proprietary data and custom database integration
- Bloomberg integration in selected editions
- Custom reports, development on demand and expert training
Choose the Appropriate Institutional Edition
Basic provides the core research and screening environment. Ultimate I adds advanced risk, factor and holdings analysis; Ultimate II introduces portfolio construction, optimization and due diligence; Ultimate III adds FoF management, shadow accounting and institutional data integration; and Ultimate IV extends the configuration to Private Equity analytics.
The matrix below provides the complete component-by-component comparison of Risk Shell Institutional Editions.