RiskValue

Get an immediate overview of the portfolio, values, trends and any limit values ​​and warnings. Follow deviations downwards in the portfolio and look for causes. Drill-down from the top down to individual holdings. Visual and interactive analysis of the portfolio in detail, now and historically. Examine allocation and exposure, risk, attribution, etc. Collect and follow information about all assets (and liabilities) regardless of type: Funds, Equities, Bonds, ETFs, PE, loans, real estate, forest, precious metals, art, derivatives, etc. Define one or more portfolios, with desired structures (aggregates). Consolidate and aggregate assets (and liabilities) from all different sources, depots, trustees. Build investment policy and rules into the tool. Define allocation and exposure limit values. Define which benchmarks and goals are to apply at different levels in the portfolio.

Our integrated platform services the world’s leading asset managers, insurance companies, pension funds, hedge funds, family offices, and sovereign wealth funds. Harnessing the same core as Fusion Sophis, Fusion Invest covers the entire investment value chain, delivering portfolio insight and automated processes with a collaborative real-time investment book of records. Fusion Invest differentiates itself thanks to its advanced analytics, comprehensive asset class coverage, and open technology. It can be deployed on the cloud or on-premise, adapting to your strategic operating model and service needs. Provide options for investors and portfolio managers in charge of asset allocation, direct investments, or sophisticated derivative hedging and overlay strategies. The solid, scalable backbone that everyone can trust during the day as they build and report the “golden copy” of data. Consistent information and analytics mean all users can add value to the investment process together.