Baseline Portfolio & Riskanalyzer
The holistic solution for reporting, analysis and simulation in the area of risk and portfolio management.
Baseline Portfolio & RiskAnalyzer is based on the experience of Datasense Consulting's BI projects for financial institutions. For more details, please refer to the datasheet.
Modern & flexible
The Baseline Portfolio&RiskAnalyzer is a modern, flexible standard solution for asset management. It enables risk and asset managers, e.g. of pension funds, private banks, insurance companies and asset management companies, etc., to obtain full transparency and control over their investment portfolios.
Time saving & error free
Thanks to the flexible, end-to-end architecture and the comprehensive database down to the individual product level, all current and future requirements can be covered. All asset classes such as shares, bonds, the various fund types, derivatives, cash, etc. are supported.
Time-consuming merging of data from different systems and the creation of complicated Excel reports are now a thing of the past.
Clear & compliant
A wide range of prepared reporting and analysis functions, the calculation of risk ratios and methods such as VaR, allow an efficient, up-to-the-minute overview of the financial products used in the portfolios in accordance with the guidelines of supervisory authorities, internal control and the requirements of customers down to the detailed level. In addition, it is also possible to simulate the effects of changes in the investment structures (ex ante testing) and to calculate corresponding scenarios.
