the power of visual
DESCRIPTION
Using visual dashboards to manage risk in an investment portfolioTRANSCRIPT
2Q2013
Is your risk infrastructure ready for a post-QE “Return To Normalization”?
Volatility Is Already Increasing
Goal & Agenda
As Quantitative Easing unwinds, Asset Class behavior may not follow historical norms.
In opaque markets, managers may decide “Risk Off” en masse
Since 2008, investors have shown little tolerance for risk
How would you like to control risk in your portfolio?
VISUAL RISK DASHBOARDS
For fund managers that desire clarity, Visual Dashboards provide immediate insight via use of 3D heatmaps.
Intuitive Usage
RiskManager
Investment Manager
InvestmentStrategist
3D Dashboard Layer
Analytics Layer
Risk Engine Layer
The Power of Visual
Color coding identifies risk
Height Is Expected Return
Organized BySector
The Power of Visual
Stress Test Model Of Capital Market Assumptions
Green = Increased Expected ReturnRed = Decreased Expected Return
The Power of Visual
Flexible heatmap functionality– Custom Color Triggers– Grouping & Segmentation– Asset Ordering– Preset Indicators
Drilldown to details
Integration with other systems and 3rd party engines
– Valuation– Risk– Database/Data Warehouse
The Power of Visual
• IMMEDIATE• INTUITIVE• ACTIONABLE• AFFORDABLE• SCALABLE• FLEXIBLE
