S&P Capital IQ launches portfolio risk solution for real-time risk analysis

S&P Capital IQ has launched Portfolio Risk, a solution for multi-asset class portfolios including risk and scenario analytics with market data and fundamentals.

Portfolio Risk provides traders, portfolio and risk managers with the ability to make decisions about the pricing, hedging and capital management of multi-asset class portfolios in real-time.

Available on the S&P Capital IQ desktop, the product brings together leading risk and portfolio analytics acquired through last year’s purchase of R2 Financial Technologies and S&P Capital IQ’s extensive market and reference data.

S&P Capital IQ said that Portfolio Risk offers a fully integrated data and analytics platform, eliminating the need to invest in separate data to run risk systems.

Users can access interactive portfolio dashboards to aggregate data or drill down to the most detailed level of fundamental financials and research, enhancing understanding of impacts of potential changes on P&L at an actionable level. S&P Capital IQ said that its solutions offers comprehensive views, which can be changed easily and organised to suit individual needs.

The Portfolio Risk solution covers a range of asset classes from cash, fixed income and equities to exotic derivatives. It is structured to facilitate communication and collaboration around risk and investment strategies while also providing full transparency into underlying methodologies and on-the-fly calculations. The features ensure that risk metrics can be calculated quickly and that new scenarios or market strategies can be tested and acted upon swiftly, S&P Capital IQ said.

Lou Eccleston, president of S&P Capital IQ, added: “In just over a year since our acquisition of R2 Financial Technologies, we have successfully brought together rich data, sophisticated analytics, and relevant market commentary, news and analysis.”

“The result is that our clients can quickly generate a transparent, fully customized risk picture enabling them to react quickly to changes in the market and to new investment ideas.”

Dan Rosen, managing director, S&P Capital IQ, said: “We are just beginning to leverage the depth of S&P Capital IQ’s data resources to deliver what we call ‘risk intelligence,’ including the power to gather new insights into how portfolios behave under varying scenarios.”

“We have assembled one of the most experienced teams of risk and financial engineering experts in the world and dedicated them to delivering interactive, real-time risk analysis as a central part of the investment decision making process.”


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