Monitor Risk Across Your Entire Investment Portfolio
Proactively manage portfolio risk in multiple dimensions with visibility into underlying holdings, counterparties, and leading indicators.
Portfolio Risk Monitoring
Financial markets are not static. ICD Portfolio Analytics enables you to monitor changes in your risk profile over time. See potential threats with leading indicators, such as short-term and long-term ratings, changes in ratings, ratings outlook, changes in credit default spreads and equity price changes.
View both summary and underlying data:
Short-term and long-term ratings | Changes in ratings | Ratings outlook
Changes in credit default spread | Equity price changes
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