Wealth Management

Custom traditional risk and performance reporting

The 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.

Our approach

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.

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