Customisable risk compliance reports designed for portfolios comprised of level 1 and level 2 assets. This solution, known as RiskMonitor® Compliance, addresses demands for clear, flexible and transparent reporting that meets the needs of multiple stakeholders. COOs and boards benefit from concise reporting while risk managers and compliance officers benefit from greater automation.

Key features:

  • 300+ existing investment restrictions (including UCITS)
  • Gross and commitment leverage and concentration limits
  • Client specific prospectus restrictions including ESG permitted asset criteria
  • Aggregate risk of distinct portfolios or accounts into a single consolidated report
  • Wide coverage of 18 distinct asset classes supported by distinct risk and analytical methods
  • Illiquid asset functionality including OTC derivatives and swap products

Typical clients include: asset managers, fund administrators, ManCos and ACDs.