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  • 1.

    Colour-coded overview of the firm’s/manager’s entire book, showing where issues already exist and which portfolios are beginning to show signs of problems.

    2.

    All compliance, risk and admin-related breaches itemised by age and status.

    3. 

    Portfolio health by manager.

    4. 

    Comparing realised returns vs. volatility.

    5.

    Exposure by asset class and region; drill down to view each client’s portfolios.

    6. 

    Spread of risk and return across all managers’ portfolios.

    7. 

    List of tasks for the manager and the client, covering compliance, portfolio health, investment risk and administration.

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    1.    

    Interactive view of the risk within portfolio’s risk against mandate and benchmark(s); scans for – and tracks – outliers.

    2. 

    Rich portfolio analytics and measures for the portfolio compared to benchmark(s).

    3.

    Shows which segments of the portfolio account for the most and least risk compared to the benchmark(s). Drill down for sector and individual asset.

    4.

    Risk sensitivity – shows key asset positions that will alter the risk management
    An overview

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    An overview of each portfolio’s key analytics—covering risk, performance and compliance

    1. 

    Proactive alerts of issues on the portfolio: addresses issues before they become compliance issues and move to exception-based portfolio reviews.

    2. 

    Quantifies the portfolio’s risk against mandate and benchmark(s).

    3. 

    Lists the investment types, within the current portfolio; equities, fixed interest, funds etc. Fully customisable and interrogative portfolio asset allocation based on any criteria – i.e., holdings, region, asset allocation etc.

    4. 

    Full record of portfolio activity.

    5.

    Realised return against benchmark(s). 

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    Screenshot

    In-depth risk analysis and risk management

    Neon’s Risk Measurement and Risk Attribution insights give managers the data they need to make informed, timely and effective decisions. By quickly pinpointing the areas of risk within each portfolio, managers gain complete control of the risk management process, are able to prioritise remedial actions and to schedule investor communications accordingly.

     

    Institutional-grade risk engine

    Neon incorporates Raise Partner (Raise) quantitative risk analytics. Raise has been used for over 15 years by large and demanding financial institutions, including pension funds, major UK hedge funds and global investment banks.

    One of France’s best-known private banks uses Raise to provide risk analytics and optimisation for its UHNW clients across the bank’s European and Asian network. Germany’s leading online broker depends on Raise to generate risk analytics and to enable one million of its self-directed clients to manage the risks in their investment portfolios.

    Identifying sources of risk/return

    Current risk level of the portfolio, compared to Target risk level and Benchmark risk level, where risk can be defined as any/all of the following measures:

    • Volatility

    • VaR

    • Conditional VaR (Expected Shortfall)

    • Max Drawdown

    • Tracking Error

    Expected risk/return analysis, and contribution to the portfolio’s risk/return are available for each position in the portfolio.

    Outlier checks can also be enabled on the other measures generated for each portfolio:

    • Expected Return

    • Diversi cation

    • Sharpe Ratio

    • Kurtosis & Skewness

    • Correlation

    • Kernel VaR


    One dashboard—the complete picture...

    1.

    Overview of compliance health across the entire firm. Sees compliance issues by type, age, severity; focuses on what’s important. Simple drill down to full digital audit trail for each and every issue to determine appropriate course of action.

    2.

    Shows which managers are most/least effective at resolving issues. Views trends in the number of breaches and average resolution time frames – by manager, office, region or other criteria. Highlights which managers are improving their management of compliance issues.

    3. 

    Comparison of risk and expected return distribution of portfolios for investment managers across the firm

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    1.

    Interactive view of the risk within a client's portfolio against the agreed risk mandate and benchmark(s); scans for – and tracks – outliers.

    2.

    Rich portfolio analytics and measures for the portfolio compared to benchmark(s).

    3. 

    Shows which segments of the portfolio account for the most and least risk compared to the benchmark(s). Drill down by sector and individual asset.

    4.

    Risk sensitivity – shows key asset positions that will alter the portfolio's risk

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    Managers can see exactly where each client portfolio stands at any point in time

    Neon creates dynamic graphics on-the-fly for viewing on any device...

    For compliance: Neon proves that the firm takes a proactive, consistent and fully documented approach to the management of clients’ investments.

    For risk: Monitor the firm-wide risks posed by advisors’ investment strategies on both an individual and collective basis. Neon identifies key themes, trends and trouble spots, including recurring compliance issues and how quickly and fully (or not) those issues are addressed.

    For investment managers: Provides a 360-degree, on-demand view of a client’s portfolio and the client. When changes need making, advisors can choose which clients to contact and when, and highlights areas of risk across the entire book and client base.

    For senior management: Monitor investment managers performance individually and / or collectively by branch, product line or any other firm-mandated criteria in order to assess enterprise-wide risk.

    For clients: Rather than trying to grasp theoretical definitions and quantifying the potential consequences of risk, Neon simplifies and conveys investment risk in a form clients can understand and relate to. 

    Neon digs deeper and looks further than any other stand-alone risk analysis tool…

    Automated: runs automatically, every day without human involvement

    Dependable: thorough, meticulous, consistent and infinitely repeatable monitoring routine

    Secure: bank-grade cryptographic security

    Protected: physical security, data encryption in transit and at rest, intrusion detection, disaster recovery and testing

    Powerful: analyses any number of portfolios

    Fast: scans the firm’s entire book

    Comprehensive: covers any and all asset classes including on and off book securities

    Discretionary: takes account of investor specific preferences, idiosyncrasies or nuances, e.g. cherished holdings

    Robust: institutional-grade risk engine

    Interoperable and data/system agnostic: harvests data from any underlying source

    Spreadsheet-free: data extracted and uploaded into the cloud nightly – no downloads to spreadsheets required 

    Accessible: Securely hosted in its own private cloud, Neon provides on-demand access to analytics via most hand-held devices

    clients: Rather than trying to grasp theoretical definitions and quantifying the potential consequences of risk, Neon simplifies and conveys investment risk in a form clients can understand and relate to.

       
    1. 

    Distribution of assets by office, team and/or region; drill down to view assets by manager.

    2.

    Indicates which services, i.e. advisory, discretionary, execution-only and MPS are growing and which aren’t.

    3.

    Comparison of risk and expected return distribution of portfolios for investment managers across the firm, department or team, as appropriate. Shows this information for the investment managers the user has access to – based on his or her permissions.

    4.

    Views trends in the number of breaches and average resolution time frames – by manager, office, region or other criteria. Highlights which managers are improving their management of compliance issues.

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