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WealthBench® – Delivers Superior Investment Planning

WealthBench, RiskMetrics’ Relationship Management Service, enables those in client-facing roles to deliver fully-informed, tailored investment planning proposals to each individual reflecting their needs, goals and constraints while remaining consistent with house investment- and risk-based policies. WealthBench provides tools for Portfolio Optimization, Risk Management and Strategic Asset Allocation and Wealth Projection. Our services also include post-sales risk-based portfolio analysis tools which support and encourage an active advisory through ‘reasons to call’ and justification of buy/sell recommendations.

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RiskManager™ - The Flagship Market Risk Application

RiskManager is the flagship RiskMetrics Group market risk application. RiskManager provides a secure web-based interface to the entire suite of RiskMetrics’ analytics, risk reporting, market data, and security master data to offer a fully integrated risk solution to institutions. The application allows users to run ad-hoc analyses on-demand, design stress scenarios, perform what-if analyses to …

Counterparty Credit Exposure Module in RiskManager™

The Counterparty Credit Exposure report monitors default exposures across horizon buckets and Potential Future Exposures (PFEs) of counterparties. Credit exposure captures the cost of replacing a transaction or a set of transactions with a counterparty if that counterparty defaults. Counterparties are netted according to client agreements through a tagging facility. The report supports a single …

Risk Suitability Monitoring - Manage Regulatory Obligations

Designed for those responsible for risk management of retail client portfolios, Risk Suitability Monitoring enables you to proactively manage your firm’s regulatory obligations. RiskMetrics Group’s Risk Suitability Monitoring Services ensures suitability by checking that all of your clients’ portfolios are within their risk tolerances as set in your Investment Policy Statement process. For more information, …