See at a glance where you are out of bounds
Your organization’s unique investment guidelines and compliance rules are embedded so violations will be highlighted in any view.
See at a glance where you are out of bounds
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 history and current status of policy violations and enables you to drill down into granular detail for actionable insights.
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 history and 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 by counterparty, counterparty ratings, security type and country. Easily see where you are overexposed or where there is available headroom.
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 by counterparty, counterparty ratings, security type and country. Easily see where you are overexposed or where there is available headroom.
