Risk reporting solutions

The bfinance Portfolio Solutions team helps investors around the world with the design and implementation of tailored risk management frameworks. Risk monitoring services provide ongoing support for investment teams, committees and stakeholders, with board-ready reporting tools.

Risk Reporting

Improving risk governance

We provide institutional-quality risk framework design and harmonised portfolio risk-reporting services, customised to specific client needs. These are particularly suitable for investors that may not have a large internal team available for risk analytics but wish to enjoy the portfolio management and governance benefits provided by a sophisticated risk management function.

An effective top-down risk management framework strengthens governance. It enables the investor to establish a common view of risk and objectives, set and manage appropriate and actionable risk limits, improve portfolio diversification, inform reallocations of capital between strategies/managers and control downside risk.

Actionable Insight

Actionable insight

Risk reports are produced on a monthly or quarterly basis, depending on the needs of the investor. The reports are designed to be management and board-appropriate, designed around the specific priorities of those stakeholders. Findings are presented in a way that enables effective oversight and decision-making, including clear “alerts” on potential problems.

Analysis is based on a proprietary framework which enables investors to understand the risks within their portfolios, the origins of those risks and how they change through time. A factor-based methodology is used to dissect portfolios–at total-portfolio level, asset class level, strategy level and manager level–into their fundamental risk drivers. The framework is designed specifically to avoid the pitfalls of a pure historic ‘look-back’ risk analysis. It employs Monte Carlo simulations, factor-based covariance and scenario analysis to provide a deeper insight into ‘what could happen’, opposed to ‘what did happen’. The model has been published in the European Journal of Finance (Goodworth & Jones, 2007).

Latest case studies

The client, a Middle-Eastern financial institution, sought support for reviewing and creating its...

This Middle Eastern family office engaged bfinance to design an inaugural risk-management...

The client engaged bfinance Risk Solutions to provide holistic portfolio risk reporting, following...


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Meet the team

Portfolio solutions

Duncan Higgs

Duncan Higgs

Managing Director, Head of Portfolio Solutions

Ruben Mutsaers

Ruben Mutsaers

Director, Portfolio Solutions

Geraint Morgan

Geraint Morgan

Director, Portfolio Monitoring

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