Asset Manager | New York, NY

RiskSpan Applications Provided

Edge Portfolio

MARKET RISK ANALYTICS

Edge-Predictive

MODELS & FORECASTING

Edge-Perspective

MODEL VALIDATION

Edge-Predictive""

GOVERNANCE

ABOUT THE CLIENT

A leading provider of capital and services to the mortgage and financial services industries that leverage their proven investment expertise and identity and invest in assets that offer attractive risk-adjusted returns while also protecting our existing portfolio and generating long-term value for our investors.

PROBLEM

An asset manager sought to replace an inflexible risk system provided by a Wall Street dealer. ​The portfolio was diverse, with a sizable concentration in structured securities and mortgage assets. ​

The legacy analytics system was rigid with no flexibility to vary scenarios or critical investor and regulatory reporting.

CHALLENGE

Lacked a single-solution

Data integrity issues

Inflexible locally installed risk management system

No direct connectivity to downstream systems

Models + Data management = End-to-end Managed Process

HIGHLIGHTS

GET STARTED

Data Library5 Vendors → Single Platform

Loan32% Annual Cost Savings

Private Label SecuritiesIncreased Flexibility

Port AnalyticsAdditional

DOWNLOAD CASE STUDY

SOLUTION

RiskSpan’s Edge Platform delivered a cost-efficient and flexible solution by bundling required data feeds, predictive models for mortgage and structured products, and infrastructure management. ​

The Platform manages and validates the asset manager’s third-party and portfolio data and produces scenario analytics in a secure hosted environment.

TESTIMONIAL

”Our existing daily process for calculating, validating, and reporting on key market and credit risk metrics required significant manual work… [Edge] gets us to the answers faster, putting us in a better position to identify exposures and address potential problems.” ​

          — Managing Director, Securitized Products

EDGE PROVIDED

END-TO-END DATA AND RISK MANAGEMENT PLATFORM 

  • Scalable, cloud native technology
  • Increased flexibility to run analytics at loan level; additional interactive / ad-hoc analytics
  • Reliable accurate data with frequent updates

COST AND OPERATIONAL EFFICIENCIES GAINED

  • Streamlined workflows | Automated processes
  • 32% annual cost savings
  • 46% fewer resources needed for maintenance
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