Our Clients
Asset Managers:
Asset Managers of all sizes, invested in individual securities and funds, use our services to monitor the risk of their investments and report those risks to senior management and investors alike. Third-party risk assessment, alerts, and guideline monitoring are just a few of the services typically used by Asset Managers.
CTAs:
Commodity Traders are regular users of our detailed risk services. Whether you trade only a handful of contracts or invest in many different markets or sectors, IA's tools provide you with an assortment of futures and options related reports. We treat each contract separately so that your entire book is modeled in detail.
Endowments & Foundations:
E&Fs are increasing exposure to non-traditional asset classes and strategies, while acknowledging that the risk management of these strategies remains a challenge. In fact, while they know that managing risk is important, over two-thirds admit they have been unable to measure the risk of these alternative strategies - Until Now!
The IA service makes the measurement of Risk an achievable and understandable process.
Fund of Hedge Funds:
IA recognizes a fund of funds (FoF) is more than the sum of its parts and faces unique challenges. It requires a risk service that provides specialized tools and aggregates different pieces of data from many sources into consolidated reports. Investor Analytics does exactly this every day for some of the largest funds of funds. In order to be truly useful, portfolio management systems need to be able to handle different data types, frequencies, and levels of transparency. Whatever the issue, IA has dealt with it. An added benefit to FoF managers is the ability to evaluate potential manager investments. Our reports reflect the most up-to-date information available about each manager and about the entire fund.
Hedge Funds:
Hedge Funds are dynamic investment vehicles and have unique properties that require a new set of tools to properly characterize their risks and expected returns. There is no one single measure of risk for these dynamic investments so IA provides a number of standard risk statistics such as mean, volatility, Sharpe, Sortino, max. drawdown and Value-at-Risk and advanced stress-testing and scenario analyses for a complete picture of risk.
Money Market Funds:
Money Market Funds use IA's Stress Testing Service to help them satisfy regulatory requirements by stressing the portfolio to ensure they are not in danger of breaking the buck with these tests:
- Interest Rate Shifts
- Credit Spread Shifts - parallel and non-parallel
- Downgrades / Default Stress, and
- Redemption Stress
IA's reports are deliverd in a comprehensive PDF report packet.
Institutional Investors:
According to a recent PricewaterhouseCoopers study, today's Institutional Investors consider transparency and risk management to be just as important as performance when deciding whether to retain their managers of alternative investments. The IA service helps investment professionals provide the level of risk transparency they need with their investors. Some of IA's clients have even given their investors direct access to the IA service.
Insurance Companies:
Insurers' Portfolios are increasingly investing in more complex securities, requiring more advanced risk analytics. Whether you're invested in mutual funds, hedge funds, trade securities, and whether you have position level transparency or just high-level returns, IA's analyses are designed to provide greater Risk Transparency into your portfolio.
Mutual Funds:
Risk Management of this caliber isn't just for alternatives or long/short anymore. Lond only funds are under increasing pressure to use top-quality risk management tools to ensure that their portfolio isn't taken by surprise. Some of the same tools that hedge funds use are applicable to mutual funds and other traditional managers.
Corporate Treasuries:
Treasurers are usually interested in monitoring the entire book - spanning many departments and types of investment. IA's services cover short- and medium-term interest rate securities (commercial paper, interest rate swaps, bonds and similar securities) as well as all of the more complicated securities in the portfolio. Our intuitive aggregations make monitoring the risks, correlations, and hedging opportunities in the Treasury Portfolio straightforward, eliminating the hassle and letting the treasurer concentrate on managing the firms' assets.
