overview
A varied range of investment strategies is key to differentiate from competition, while keeping operations lean, efficient and stable. Scaling up is a definite challenge. Multi-asset, multi-currency risk analytics and reporting are essential to manage portfolios effectively and comply with customer requests of reporting.
Portfolio risk measurement and reporting requires sophisticated statistical tools and analytics. For asset managers, Surya offers R-Control, a solution that supports investment portfolios with complete risk management and integrated reporting. R-Control evaluates risks of multi-asset class portfolios using multiple risk measurements. It provides information on holdings and risks of portfolios by strategy, investment class, investment type, portfolio manager and currency.
features at a glance
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Holdings and risk
summaries, investment details, limit summaries, and VaR
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Risk indicators
including option Greeks, volatility, correlations, covariance, and historical VaR.
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Marketing
capabilities including fund overviews and investor, marketing and liquidity reports
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Scenario analysis
for P&L, historical stress analysis, sensitivity scenarios, and performance indicators
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Analytics
covering comparative, trends, and ad hoc portfolio analyses
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Factor models
including factor and principal component analyses, and performance indicators
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Graphical reporting
holding and risk factors in both standard and custom formats with drill-down capabilities
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Scalable and Flexible
customise to specific needs
R-CONTROL HELPS ASSET MANAGERS TO
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Improve transparency and reporting
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Integrate easily with data providers and other systems to aggregate data and enable workflows
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Enhance user experience and workflows with personalized, user-defined reports and views
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Effectively limit and monitor exposure across multiple strategies
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Perform stress and sensitivity simulations and analysis across multiple asset classes
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Gain an integrated, qualitative and quantitative view of risk, including illiquid funds
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Support investors servicing and information requirements