The Problem

To strengthen the governance of their fund investment process, this asset manager wanted to provide better transparency into what was driving the performance and risk of their funds to clients. They found that the traditional risk tools used were unable to provide an intuitive understanding of this across the entire client’s portfolio of funds.

The Solution

By providing factor analysis at market and portfolio level, asset managers can provide clear and concise views of each funds’ exposure to various investment styles and what is driving an entire portfolio of a fund’s performance and risk. This gives the asset manager a view of whether they are unintentionally overweight in certain sectors or style.