Risk monitoring service for institutional investors.

1. R-SCAN – Outsourced Risk Monitoring
for Institutional Investors
This outsourced service provides access to a wide investment universe including alternative asset classes and the
tools and processes to better monitor and manage risk and performance at the fund and aggregate level.
Confiànce Risk Monitor Limited (CRM) provides an
outsourced risk monitoring function based on prior
investment experience gained at leading hedge funds and
investment banks along with technology and databases
developed in-house. Formed following the global financial
crisis of 2008, CRM provides services to an international
client base including: institutional investors, family
offices, corporate pension plans and trustees.
Investment Universe
- Over 400 investment firms providing performance and
risk data at least once a week including a growing
number of hedge funds. Automated checks on underlying fund style drift and performance
- Data on firms operations and underlying holdings as
well as reported returns. This enables liquidity risk as
well as market risk analysis.
- Tools to estimate intra-period NAV and reconcile end
of period NAV.
Analytics
- Prior experience at leading Wall St firms provides basis
of analytical tools.
- Proprietary multi-factor model which measures fund
exposure to equity, credit and interest risk and is
applicable to hedge funds as well as traditional funds.
- Model can assist with asset allocation, manager
selection, monitoring of style-drift and stress-testing.
- Analysis can be aggregated from fund, to fund of
fund, to institution. This can assist with risk budgeting Analysis of liquidity risk as well as market risk is available
across managers and facilitate economic capital
calculations. Reporting
- Liquidity analysis can be carried out on those funds - Client-specific report templates which incorporate
which provide full transparency. style and language preferences and if required can be
- Style drift analysis can identify unusual fund returns white-labelled.
and form basis of escalation policy. - Automated report and alert generation via web,
- Model can assist with manager allocation and portfolio email or excel based tools based on pre-determined
optimization based on client expectations of specific tolerance.
equity, credit and interest rate markets. - A cost-effective means to enhancing current reporting
- Stress-testing based on historical events of extreme capabilities.
market moves For further information contact: risk@confiance.gg
Confiànce Risk Monitor Limited
PO Box 191, Elizabeth House, Ruettes Brayes, St Peter Port, Guernsey, Channel Islands GY1 4HW
T: +44 (0)1481 746480 F: +44 (0)1481 746499 W: www.confiance.gg