Risk

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Investics can provide a suite of risk data to complement the complete investment picture.  Other related data services include: holdings and transactions, industry benchmarks, ESG ratings and filters, security master reference, monte carlo analysis, historical scenario analysis, hypothetical scenarios and stress tests, risk scores, global multi-asset class exposures, fee analysis, global multi-asset factor analysis (betas, expected returns, volatility, correlations, etc.), historical returns (total return, total return indices, drawdowns, recovery, up/down market capture, etc.), ex-post volatility and correlation (portfolio risk), historical volatility and correlation (portfolio, historical, factor based, residual and VAR), fixed income analysis (yield, YTM, YTP, YTC, YTW, OAS, duration, key rate durations, convexity, return analysis (excess return, Sharpe and Sortino ratios, etc.  

An interactive dashboard with a limited sample data set is provided below to interact with an example of the content.  Depending on your device you may need to zoom in/out on your browser.  Click and maximize visuals for full view or maximize entire dashboard into a new tab for best view.  Click on visuals and then click to scroll up/down and right/left to view an entire table.  Click on controls, graph segments or table rows to filter.  Click again or on menu funnel icons to remove filter(s).  Download the underlying data for further analysis, if enabled.  Please note that this dashboard contains test data for demonstration purposes only and it is not representative of a full offering.  It also should not be used for any other purpose.  To check on the availability of a full free trial of a DARTS offering, a list of all publicly available Investics offerings is available in AWS Marketplace or by clicking here.