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The Total Portfolio View in Real Time


Dean McIntyre
Head of Global Commercial, SimCorp

Equip your organization with updated and real-time data and analytics across the entire investment lifecycle.

Is it possible to attain a total portfolio view in real-time? Some believe it’s still a unicorn. 

This is not surprising since the challenge for many firms is to ensure that their positions and exposures, regardless of asset class, are accurate at all times. Only a true total portfolio view would allow you to answer the most pressing questions so that you can make the best decisions. And yes, this is possible today: 

  • Position overview: Can you generate an up-to-date overview of all of your positions, irrespective of asset class, region, time of day, etc?
  • Speed to analysis: Do you have the capabilities to calculate your exposures in real time, using a variety of risk factors and models?
  • Transaction based calculations: Are your exposures calculated from the ground up, giving a much more accurate picture of exposures and performance vs waiting for final marks-to-market?
  • Breakdown/drill-down of exposures: Can you “slice and dice” your exposure into individual components?
  • Private markets: how well do you understand the underlying managers’ investments and portfolio companies and exposures to same?
  • Stress testing: how well are you able to model/stress test the robustness and liquidity of your portfolio?
  • Duration and liquidity: what is your duration risk? Are you protected against interest rate moves? Do you have robust asset-liability management?

Get this new report to learn why the status quo is not working anymore, and what you can do to gain the speed and agility you need to excel in today’s market environment.

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