Dynamic Portfolio Reporting

Go beyond static reports to engage your clients in a genuine dialogue about their portfolio risk-return

Investment in new and changed risk control on the buy-side is inevitable. Public awareness of the 2008 banking crisis means new regulatory pressures. This applies right across the financial services industry. Existing initiatives such as Basel II and MiFID remain relevant. However, they are seen as insufficient in coverage.

Your non-optional, often regulator-driven investment in risk management can be used to improve operational excellence in buy-side client management. One of the best examples is the recently recognised topic of "spreadsheet remediation".

Hedge funds, asset managers and wealth managers use spreadsheets to manage a wide range of complex portfolio strategies. Spreadsheets offer real advantages of initial speed and flexibility. Further downstream these spreadsheets become an ongoing record. For example, monitoring and managing the portfolio position. They can even become the de facto vehicle for risk calculations or reporting.

Internal and regulatory pressures have highlighted drawbacks in the use of spreadsheets. Addressing these also offers one of the quickest routes to enriching your relationship with your clients.

How SAS Can Help