Investment Risk Management: Portfolio Risk Software

Investment risk management tools are integrated into the workflows of the Limina Investment Management System. A wide range of analytics and risk numbers are available not only as T+1 reports but also embedded in real-time into order-raising workflows and portfolio compliance.

You can reduce operational risk and enhance market risk visibility with portfolio analytics software as an integrated part of your investment operations workflows.

Risk Management tools are inbuilt in the Limina IMS

Investment Risk Management Tools - Embedded Throughout the Trading Lifecycle

Portfolio risk management is increasingly a pre-trade concern, aiding your investment decisions. Investment managers can strengthen oversight and governance by embedding these capabilities within pre-trade compliance and the Portfolio Management Software, and elevate their risk management capabilities.

Learn more about how an end-to-end Investment Management System can lower operational risk.

Best-in-class Portfolio Risk Management Software, Powered by Qontigo

Through our partnership with Qontigo, you can leverage the sophisticated Axioma Risk solutions to assess and improve your investment strategy. Capabilities include:

  • A suite of risk analytics tailored to meet portfolio and asset class-specific risk measurement needs
  • Flexible Factor Modelling:
    • Full repricing with Historical and Monte Carlo simulations for risk measurement
    • Axioma factor models available for risk decomposition across equities, fixed income (both interest and credit), commodities, macroeconomic factors
  • A sophisticated stress-testing framework
  • Flexible performance attribution:
    • Factor-based or Brinson-style attribution allows you to choose the most relevant approach to your investment style.
    • Ability to evaluate returns on a risk-adjusted basis, providing additional insight into your portfolio’s performance relative to risks.

A Turnkey Investment Risk Management Solution

Delivered as an embedded offering, Limina seamlessly feeds quality-controlled IBOR data into the Axioma solution - providing several key benefits that can otherwise be challenges for standalone solutions:

  • Confidence that the investment portfolio data used for risk is of high quality (correct, complete and timely)
  • Fewer vendor relationships to manage (supported by Limina)
  • Quick to get started since no additional integrations are needed
Read more about what Limina is doing to help Asset Managers overcome fragmented workflows.
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Integrations with your Portfolio Risk Tool of Choice

Beyond Axioma Risk, Limina also has pre-built integrations to 3rd-party investment risk management platforms you might already have in place. Such integrations include Bloomberg PORT & MARS, UBS Delta, and more.

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Principles

We started our mission in 2014 with a blank canvas and a set of principles that we believe are critical for how an Investment Management System (IMS) should be built and delivered:

OPEN

We believe an IMS should enable change by connecting to any 3rd party system or service provider. If you want to launch new funds or change your operating model, an open IMS should make that faster and more cost-efficient.

EXCEPTION-BASED

Trusting the data in the system is essential for Front Office decisions and governance in operational processes. Your team shouldn’t have to spend valuable time tracking down potential issues; the system should find and flag them automatically.

SUPPORTED BY PEERS

We believe the best customer support for Asset Managers comes when the team you work with have experience in Investment Management. Dedicated team members from the industry learn your business and can assist you most effectively.

FRONT-TO-MID & CROSS-ASSET

An IMS should be cross-asset and cover workflows from start to finish without jumping between systems. This increases productivity, allows superior oversight, and enables operational controls.