18 February 2018
visit www.ebaday.com

Bita Risk launches private client portfolio monitoring tool

22 June 2009  |  1294 views  |  0 Source: Bita Risk Solutions

Bita Risk Solutions, providers of investment risk analysis tools, today announced the successful launch of 'Bita Monitor', its new private client portfolio monitoring tool.

BITA Monitor provides 'measurement-against-mandate' portfolio analytics to private client investment management firms, stockbrokers and private banks by monitoring client portfolio risk against original investment mandates and identifying 'outliers' - client portfolios lying outside their mandate. BITA Monitor helps firms assess and manage their risk exposure to outliers at a number of levels: by client, manager, division and region through to cross-organisational risk assessment where required as well as the risk within the portfolio itself.

In a climate of increased regulatory scrutiny and economic uncertainty, BITA Monitor helps firms assess and manage their clients' portfolios' risk- whether measured by volatility or Value at Risk (VaR). Many firms have adopted a variety of manual processes which can involve considerable complexity when bringing data together across an organisation; BITA Monitor delivers an automated and efficient analytical process.

Information provided by BITA Monitor is designed to be easily accessible and fully transparent, helping firms manage their 'Treating Customers Fairly' (TCF) requirements, and manage their client portfolios through early outlier identification, exception management and progress reporting.

Commenting on the success of the launch, Daryl Roxburgh, Global Head of BITA Risk said, "We created BITA Monitor from a simple premise: to help firms whatever their size and investment approach, position themselves to retain existing clients, meet regulatory requirements and accommodate future growth. BITA Monitor is designed to provide the necessary transparancy to help both client managers and firms alike, understand their exposure to portfolio outliers and to manage this risk and the risk of the individual portfolios, ensuring stability in anticipation of further growth. We are delighted to have received such a positive response to BITA Monitor from CEO's and managers alialike."

Comments: (0)

Comment on this story (membership required)

Related blogs

Create a blog about this story (membership required)
visit http://info.nice.comvisit www.nextgenbanking.co.ukVisit www.vasco.com

Who is commenting?

Top topics

Most viewed Most shared
Saudi central bank provides sandbox for banks to try out Ripple techSaudi central bank provides sandbox for ba...
10776 views comments | 16 tweets | 11 linkedin
Aussie real-time payments platform goes liveAussie real-time payments platform goes li...
8433 views comments | 15 tweets | 42 linkedin
ECB launches staunch defence of cashECB launches staunch defence of cash
8164 views 10 comments | 21 tweets | 26 linkedin
hands typing furiouslyHow can Blockchain Help with AML KYC
7884 views 3 | 9 tweets | 4 linkedin

Featured job

Competitive base + commission + benefits
UK or Germany

Find your next job