ERM Risk Management
A unified view of financial risk across funds and portfolios, built on five core modules.
Overview
ERM gives a unified view of financial risk across funds and portfolios. It is built on five core modules: data storage, inflows and outflows, market risk, the debt market and yield curves.
Risk spread across funds and portfolios is hard to see when it lives in separate spreadsheets and systems. A single view is what lets managers act before exposure becomes loss.
Key figures
Capabilities
Data storage
A central store for risk data.
Inflows and outflows
Analysis of fund and portfolio flows.
Market risk
Measurement of market risk.
Debt market
Analysis of debt-market positions.
Yield curves
Yield-curve analysis.
Built for
Works with
Shared foundations
- Role-based access control, segregation of duties and maker-checker approvals
- Complete audit trails across financial and administrative actions
- Encryption in transit and at rest, secure APIs, monitoring and operational logging
- Deployment in your data centre, private cloud, locally hosted, managed or hybrid, chosen module by module
Questions about ERM Risk Management
What is ERM Risk Management?
A unified view of financial risk across funds and portfolios, built on five core modules. ERM gives a unified view of financial risk across funds and portfolios. It is built on five core modules: data storage, inflows and outflows, market risk, the debt market and yield curves.
What problem does ERM Risk Management solve?
Risk spread across funds and portfolios is hard to see when it lives in separate spreadsheets and systems. A single view is what lets managers act before exposure becomes loss.
Who is ERM Risk Management built for?
ERM Risk Management is built for asset managers and fund managers.
Which OTS products does ERM Risk Management work with?
ERM Risk Management works with Funds Back Office, Portman Universal Asset Management and EDSS Decision Support.
Can ERM Risk Management be deployed in our own infrastructure?
Yes. OTS products can be deployed in your own data centre, in a private cloud, in a locally hosted environment, as a managed service where regulation permits, or as a hybrid, chosen module by module.
How can we start with ERM Risk Management?
Most engagements start with a half-day discovery session, followed by a demonstration on scenarios that look like yours and a scoped pilot with a fixed timeline of 30 to 90 days.