Quickly Review Your Portfolio’s Compliance Exposures
Your organization’s unique investment guidelines and compliance rules are embedded so violations will be highlighted in any view.
Compliance Limit Analysis
Often, investment limits are set by an organization’s board. ICD Portfolio Analytics customizes your organization’s policy limits as an overlay on the single data set of your positions created in the solution. The compliance dashboard provides you with a summary view of the current status of policy violations and enables you to drill down into granular detail for actionable insights.
Set Limits for a Wide Range of Exposures
Compliance limits are based on position or percentage across a wide range of exposure parameters. Drill into violations to see underlying investments as well as the rules historical performance. Easily see where you are overexposed or where there is available headroom.
Aggregate all Investment Positions to See Your Real Exposure
ICD Portfolio Analytics doesn’t just aggregate data. It standardizes it and then presents it through a series of highly configurable dashboards that enable treasury teams to easily view, analyze and make decisions on demand. You can explore each of the solution’s unique tiers of functionality in more detail below.
Portfolio Positions Analysis
Customize the metrics you want to track. Analyze each metric at the summary level or use drill-down tools for granular views
Compliance Limit Analysis
Create a limitless number of investment compliance rules and seamlessly apply them across each facet of your portfolio
Portfolio Risk Monitoring
Monitor your risk in multiple dimensions and drill down to uncover actionable insights