Solution introduction
Multi-asset class risk analytics and portfolio construction capabilities
Edgelab's solutions serve as a catalyst for enhancing each key step in the advisory journey - from Strategy definition to Portfolio construction and Investment decisions
With Edgelab’s extensive risk analytics and portfolio construction, banks can deliver a 360-degree view of portfolio risk and generate bespoke portfolios with one click. As a result, they can substantially increase the quality of advice and strengthen the relationship with their clients.
Unlike other solutions, Edgelab considers the true nature of investment instruments. Its risk methodology considers all possible risk factors that would impact an instrument and accurately estimates the risk of every possible asset, including non-linear instruments (e.g., structured products). Moreover, its trade recommendations are delivered in a portfolio context, considering clients’ preferences, banks’ views, and suitable investment universes.
Both capabilities integrate via API into any system fraction of the usual time and cost.
Features
Risk analytics:
- Multi-asset class (including OTC and structured products)
- Full repricing, considering all possible risk factors
- Risk metrics computed and delivered in less than a second
Portfolio Construction:
- Reflects bank’s and client’s guidelines
- Considers existing portfolio and asset universe
- Respects investment suitability and feasibility constraints
Key Data
Year launched
2011PRICING
- Subscription (SaaS)
Implementation Methods
- Hosted (public cloud)
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Asia
- Middle East
- South America
- Western Europe
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Risk Analytics and Portfolio Construction
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