Portfolio Analysis Options

X-RAY

Light Coverage
$250/Report
  • Asset Allocation By
  • Asset Distribution
  • Currency
  • Linked
  • Duration
  • Risk Metrics
  • Statistical Metrics – VaR, Hs-Std, CVaR
  • Sensitivity Test
  • Stress tests of Relevant Historical & Hypothetical
  • Compare to common Benchmarks
  • Optional – performance results
  • Market Risk trends and Correlations
  • Liquidity Risk
  • Liquidity ranking
  • By Groups
  • Concentration Risk
  • Top issuers
  • Top sectors
  • Top countries
  • Optional – (include unveiling ETF sectors)
  • Credit Risk Analysis
  • Groups by Rating
Select your membership

C.T.

Standard Coverage
$300/Report
  • Asset Allocation By
  • Asset Distribution
  • Currency
  • Linked
  • Duration
  • Risk Metrics
  • Statistical Metrics – VaR, Hs-Std, CVaR
  • Sensitivity Test
  • Stress tests of Relevant Historical & Hypothetical
  • Compare to common Benchmarks
  • Optional – performance results
  • Market Risk trends and Correlations
  • Liquidity Risk
  • Liquidity ranking
  • By Groups
  • Concentration Risk
  • Top issuers
  • Top sectors
  • Top countries
  • Optional – (include unveiling ETF sectors)
  • Credit Risk Analysis
  • Groups by Rating
Select your membership

MRI

Premium Coverage
Custom$/Report
  • Asset Allocation By
  • Asset Distribution
  • Currency
  • Linked
  • Duration
  • Risk Metrics
  • Statistical Metrics – VaR, Hs-Std, CVaR
  • Sensitivity Test
  • Stress tests of Relevant Historical & Hypothetical
  • Compare to common Benchmarks
  • Optional – performance results
  • Market Risk trends and Correlations
  • Liquidity Risk
  • Liquidity ranking
  • By Groups
  • Concentration Risk
  • Top issuers
  • Top sectors
  • Top countries
  • Optional – (include unveiling ETF sectors)
  • Credit Risk Analysis
  • Groups by Rating
Select your membership