Portfolio Risk Analytics
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Portfolio Risk Analytics allows wealth managers, advisers and retail product providers to create forward-looking risk analyses for multi-asset investment portfolios. Developed to support a wide range of business applications, Portfolio Risk Analytics is a flexible cloud-based financial projection solution hosted by Microsoft Azure, and powered by Moody’s Analytics award winning economic scenario modeling.
Leverage award-winning modeling to create powerful analytics
- Build customized investment solutions reflecting savings scenarios and cash flows for retail investors, including wealth accumulation, retirement saving, and retirement income withdrawal.
- Access the latest economic scenario data and content on a quarterly cycle, via your Portfolio Risk Analytics account.
- Configure asset allocations for fixed, life-styled or target date investment funds to test alternative fund strategies, tactical asset allocations, or the effect of switching asset classes.
- Select from a wide range of quantitative risk metrics to calculate and communicate risk in terms that are meaningful to clients and reflect investment objectives.
- Browse prepared content and analyses through your web browser, download tailored PDF reports, or create new projects to carry out bespoke analyses.
- Access a secure cloud-based service hosted by Moody’s Analytics on Microsoft Azure, with no IT footprint or requirement to install software.
Supports multiple business applications
- Design and implement a robust risk management framework to support the governance of retail investment propositions based on appropriate measures of risk and performance.
- Risk grade third-party funds, portfolios, or existing investment solutions using objectively and quantitatively defined risk categories.
- Design new investment solutions for savings, retirement accumulation, or retirement drawdown. Test alternative asset allocations, stress investment objectives cash flows, and benchmark against competitor products.
- Demonstrate and communicate the suitability of investment solutions for defined contribution schemes taking into account demographics, contribution rates, and more.
- Perform bespoke project work evaluating defined benefit to defined contribution transfers, and the impact of changing default funds.
Moody's Analytics asset allocation solution helps establish, test, and run different asset allocations and identify risk-return efficient portfolios.
Moody's Analytics financial planning solution helps retail investors and advisers identify and communicate risk to make appropriate planning decisions.
Investment Governance & Suitability
Moody's Analytics solution enables robust and objective risk-graded investment proposition, aligned with stringent regulation, and to specific business needs.
Investment Product Design
Moody's Analytics investment product design solution delivers a suitability framework to develop investment propositions aligned with stringent regulations.
Multi-Asset Portfolio Management
Moody's Analytics economic scenario and asset-liability modeling offerings support investment design and risk management activities.