Investment Portfolio Analytics (BondEdge)
Sound risk management policies and tools are the key to success.
Utilize this best-in-class, multi-asset tool to gain high-quality portfolio management and risk analytics solutions. Capabilities include access to third-party data and pricing across a range of asset classes for the purpose of analyzing holdings, sector/quality/optionality distributions and performance of both fixed income and multi-asset class portfolios.
In addition, BondEdge also helps with projecting and analyzing various risk characteristics, as well as calculating total returns via yield curve and credit spread stress testing. To top it off, portfolio versus index analysis, pre- and post-purchase Bond Swap and ‘what-if’ analysis reporting, dynamic cash flow projections, credit reports (upgrades, downgrades and watchlists) and called bonds reporting are also available.