Wealth Manager
Clients
LumRisk helps wealth managers and private banks deliver transparent, consistent, and compliant investment solutions to their clients. Our platform enables advisors and CIO teams to screen QIS strategies, monitor risks across model portfolios, and provide clear, interpretable reporting, supported by high-quality data and automated oversight.
Risk & Suitability Monitoring
Monitor risk across discretionary mandates and model portfolios with clear metrics such as CVaR, sensitivities, stress tests, and scenario analysis. Easily assess whether client portfolios remain aligned with suitability profiles and house risk guidelines, ensuring consistent oversight and stronger governance.
QIS Screening & Strategy Selection
Explore, compare, and select QIS strategies using intuitive peer-group analytics. Screen the universe by performance, volatility, factor exposures, and market sensitivities to identify strategies that complement client mandates.
Track behaviour across regimes and identify stable, high-quality implementations from leading providers.
Portfolio Insights & What-If Analysis
Test the impact of adding or replacing systematic overlays within client portfolios. Run simple what-if scenarios, evaluate diversification effects, and quantify potential improvements in risk-adjusted returns. The platform helps CIO teams refine model portfolios and enhance the robustness of wealth solutions.
Client Reporting & Data Infrastructure
Deliver clean, consistent reports with automated data validation, high-quality inputs, and export formats compatible with in-house systems. LumRisk supports streamlined client reporting, regulatory documentation, and internal oversight, reducing operational burden while ensuring accuracy and transparency.
Case Study from LumRisk
Challenge
LumRisk’s client has both discretionary and non-discretionary mandates for a large number of high-net-worth investors.
Investments comprise both direct positions as well as funds.
The client wanted to provide finer risk and return analytics in its periodic client reporting than typically provided by managers.
Solution
LumRisk uploads positions provided by the management company then models and prices all underlying instruments.
We then generate consolidated risk and return reporting for each portfolio.
Quarterly reporting for each portfolio is produced by LumRisk with the client’s branding for direct transmission to their own clients. Quarterly reporting includes main performance indicators relative to benchmarks as well as risk and allocation characteristics.