FOR INVESTMENT MANAGERS
Intuitive, Actionable, Simple to Communicate
Not every strategy or manager is in a race with the stock market. Unfortunately, many excellent strategies are commonly overlooked by both wealth advisors and institutional investors when they are eliminated from consideration by a return filter applied somewhere in the review process. Strategies such as equity long/short, market neutral, arbitrage, and many other conservative long-only or broadly diversified portfolios are all vulnerable to this “invisibility” risk.
ATA RiskStation™ can position managers to more effectively communicate the current risk profile of their strategies and the persistence of those risk profiles over time using a wide range of customizable scenarios. Furthermore, ATA RiskStation™ can allow even the smallest managers to quickly and cost effectively demonstrate to both investors and regulators a robust, structured and repeatable daily process for both monitoring and reporting on portfolio risk.
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Daily client portfolio risk chart using customizable stress scenarios such as declines in the S&P 500, a spike in ten-year interest rates, or shocks to oil and gold prices.
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Time Series View for any scenario and any portfolio reporting level over time
Built to Automatically Monitor Fund Portfolio Risk on a Daily Basis with Intuitive Reporting and Customizable Risk Alerts.
Automated daily VaR modeling and stress testing with up to seventy-four (74) customizable scenarios and email risk alerts sent to you when the portfolio exceeds pre-determined risk levels for any scenario. Drill down to position-level risk drivers. View reports for any day or plot risk patterns over time.
• Don’t rely on a single measure of risk. Gain a broad view of risk with multiple available models, parameters and time-frames that will automatically run daily against your positions.
• More effectively communicate your strategy’s current risk profile and the stability of that profile to clients and prospects
• Demonstrate a robust, structured and repeatable daily risk oversight process to regulators, prospects and clients
• Access web reports that are always up to date for your next meeting or due diligence questionnaire.
• No software to install, learn or run
• No manual daily entry of holdings