RISK INTELLIGENCE

An independent fund dashboard and ratings service that monitors the risks being taken by a fund manager in the key areas of liquidity, credit, market and interest rate risk, measured each month to enhance governance & oversight

We monitor & report:

LIQUIDITY RISK
CREDIT RISK
MARKET RISK
INTEREST RATE RISK

Risk Intelligence.

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Consider Risk Intelligence as your independent risk assessment partner.

Risk Intelligence is a company that offers an independent fund risk dashboard and ratings service that monitors and measures the risks being taken by a fund manager.

We offer a service where our analysts look at your funds’ exposure to the following risks: liquidity, credit, market and interest rate risk and we measure and report on them each month to enhance governance & oversight.

Our service provides the opportunity to ‘kitemark’ your funds and demonstrate that not only does your firm monitor risk closely internally, but also monitors and measures risk independently.

With the Regulator keen to promote higher levels of transparency about how fund managers measure risk, please contact us today to see how we can assist. It’s good for your risk management regime, good for your clients and good for business.

Risk Reporting

The Risk Reporting service is delivered monthly and covers several pages of proprietary risk reports, plus observations from our highly trained risk management team on performance attribution, fund performance and portfolio construction.

Fund Ratings

Each month we produce an in-depth report, by sector, of the risks being taken by funds and then star rate them.

We show funds with very tight risk control scoring more stars (on a 1-5 basis), than funds that are managing risk less effectively.

Ideal risk assessment and monitoring for internal purposes, plus significant benefit to external stakeholders:
iNEDS | ACDs | IFAs | FoFs | INSTITUTIONAL | MEDIA | RATINGS AGENCIES | PRIVATE INVESTORS  

It is seen as highly proactive to your clients if you embrace these ratings and show that you are managing your risk closely to the point where you are using 3rd party auditors.

We have a close working relationship with [Citywire, publishers of New Model Adviser and Wealth Manager] who publish our reports each month.

If you’re interested to work with us and see how you can benefit from our fund risk monitoring and rating services, please get in touch now.

Latest Fund Report (December, 2020)

This month, we analysed risk in the IA Emerging Markets sector

Asim Javed, Director of Risk Intelligence, spots some interesting trends in the way that funds are exposing themselves to interest rate risk they might not have expected.