Risk Shell Editions for Research Houses & Investment Consultants
Risk Shell Research House Editions are designed for firms that analyse investments across multiple asset classes and deliver research, manager assessment and portfolio recommendations to institutional clients. The configurations combine global investment databases with quantitative screening, peer analysis, factor and scenario analytics, portfolio risk tools and client reporting.
The editions are cumulative. Higher configurations extend the research environment from asset and manager analysis into portfolio modelling, risk budgeting and optimization, while Ultimate IV adds the Risk Shell Stress-Test Database for large-scale extreme-event analysis across the investment universe.
Cross-Asset Investment Research
Research funds, equities and other supported investments within the same analytical framework and across multiple databases.
- Global Search and 100+ quantitative screening criteria
- Classic and Multi-Statistic Peer Group Analysis
- Side-by-Side Analysis across assets, managers and benchmarks
- Macroeconomic Scenario Screening™
Manager & Strategy Analysis
Evaluate managers using quantitative risk, performance, attribution and market-conditional analysis rather than relying on headline performance statistics.
- FlexiRank™ with custom ranking criteria
- Static and Dynamic Attribution Analysis
- Trend Segmentation™
- Stress Testing and diversification analysis
Portfolio Research & Construction
Extend investment research from individual assets and managers to proposed client portfolios and allocation models.
- Portfolio What-If Analysis
- Marginal risk contribution and diversification analysis
- Risk Budgeting and Portfolio Optimization
- Optimization backtesting and stochastic simulation
Research Data & Client Reporting
Maintain proprietary research and produce client-facing analytical output from the same environment used for investment analysis.
- Custom Assets, Index Builder and Proxy Builder
- CRM Document Manager with email parser
- Custom data fields and data merge
- Technical and design reports
Choose the Appropriate Research House Edition
Basic provides the core cross-asset research, screening and peer-analysis environment. Ultimate I adds macroeconomic scenario screening, attribution, stress testing and custom research tools; Ultimate II adds portfolio analytics, forecasting, research-data management and client-document tools; Ultimate III introduces risk budgeting, portfolio optimization, optimization backtesting and stochastic simulation; and Ultimate IV adds access to the Risk Shell Stress-Test Database.
The matrix above provides the complete component-by-component comparison of Risk Shell Editions for Research Houses and Investment Consultants.