Automate Portfolio Surveillance

Portfolio Assistant Tool (PAT)

Customize and Automate your Portfolio Surveillance.

Tailor thresholds for notifications for automated customized surveillance at the issuer or transaction level.
Incorporate public information like Ratings but enrich surveillance with independent credit metrics.
PAT Provides customizable notifications directly to your email for defaults, credit changes, market transactions, and other metrics unique to the user or departments.
Portfolio Surveillance tools can be automated for use in multiple departments and work cases.

Use portfolio reports as a watch list or an approved list if there are multiple people investing on behalf of clients.
Identify Risk thresholds consistent with regulatory requirements and investment policies.
Streamline portfolio rebalance criteria based on market factors, concentration levels, and new issue reporting.

Formalize investment policies an automate notifications for compliance and reporting.
Retrieve detailed reports and analysis for credit write ups for board presentations or ALCO Meetings.
Get important market information and feedback for actionable trading decisions and rebalance.
Monitor Portfolio Reports and use for presentation material for high level reporting to CSUITE.

Customize notifications and portfolio surveillance for policy outliers or more in-depth analysis.
Ensure underwriting with consistent and measurable risk parameters.
Streamline the labor of your analytical team to focus on transactions well before problems arise.
Risk grade transactions with Expected Losses enriched with probability of default data and historical recovery rates.
Report up to senior management transactions performing in line with expectations and consistently identify exceptions.

Monitor exposure across departments and users for institutional concentrations.
Use report surveillance to demonstrate usage in areas of the institution where policies need be enforced.
Give managers comfort that investment policies are working and users are complying with established exposure or investment limits.