Investment Tools Case Studies


Client: Large Insurance Company

Service: Aladdin

Goal: Create a consolidated and consistent risk management, portfolio management and transaction processing environment for all General Account, mutual funds and third party client assets

BRS Services:

  • Daily risk reporting with views by line of business, legal entity, asset class and manager
  • Streamlined portfolio management and trading process, including ability to ensure fair allocation across General Account and Third Party portfolios
  • Real-time compliance testing for statutory, internal and client guidelines
  • Robust capabilities to manage its large and complex derivative portfolio

Client: Large Asset Manager

Service: Aladdin

Goal: Manage fixed income portfolios on one integrated and automated platform to increase information transparency and minimize operational risk

BRS Services:

  • Scalable platform that supports management of a large number of portfolios in a scalable, efficient and consistent manner
  • Full integration of all parts of the investment process – risk analytics, portfolio management, trade processing, compliance, credit management, operational processing and performance measurement/attribution

Client: Public Pension Plan

Service: Risk Solutions

Goal: Understand total plan risk across all asset classes

BRS Services:

  • Monthly suite of Green Package risk reports that includes fixed income, equity and alternative assets across both internally and externally managed portfolios
  • Compliance reports that show portfolio exposures relative to compliance guidelines and identify compliance breaches
  • Access to interactive PortfolioRiskTools to support a variety of ad hoc portfolio risk analysis including VaR, tracking error and stress testing

Client: Large Bank

Service: Risk Solutions

Goal:  Receive complete and timely portrayal of the risks in its consolidated balance sheet and investment portfolio

BRS Services:

  • Daily risk reporting on entire balance sheet including commercial loans, home equity loans, auto loans and deposits
  • Incorporate market-based performance measures for the management of the investment portfolio (i.e., Bank benchmark)
  • Daily value-at-risk and stress testing to manage risks within ALCO limits