Owners don’t fear volatility—they fear permanent loss. We identify structural risks and concentration exposures that threaten the core wealth built over decades.
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Features
Greenlock
In-house resources
Automation of data readingfrom banks
auto
manual
Standardized reporting
auto
manual
Personalized reporting for beneficiary
Ability to dynamically add/edit various report modules (risk, returns, fees, benchmarks, etc.)
Reporting froman independent party
Reporting automation (via WA)
Inclusion of non-bank assetsin the report
Features
Portfolio
Management
System
Greenlock
Risk monitoring of individual investments
Risk monitoring of individual investments
Track risk indicators, pricing trends, and fundamentals at the asset level to detect early signs of deterioration.
Liquidity management for committed capital
Liquidity management for committed capital
Balance future capital commitments with liquidity needs, aligning timing between inflows and outflows.
Composite portfolio risk monitoring
Composite portfolio risk monitoring
Assess total portfolio risk across all asset classes—quantifying exposure, stress points, and downside risk.
Quarterly portfolio drawdown risk modeling
Quarterly portfolio drawdown risk modeling
manual
auto
Simulate adverse market conditions to understand how much capital could be lost in a major downturn.
Quarterly assessment of inter-asset class correlation
Quarterly assessment of inter-asset class correlation
Measure how different assets move relative to each other to detect hidden concentration risks.
Process automation based on your favorite PMS
Process automation based on your favorite PMS
Leverage your favorite PMS to automatically feed risk models and dashboards—no manual entry required.
Independent risk assessment by asset class
Independent risk assessment by asset class
Get an unbiased view of risk exposures—calculated separately for each asset type without institutional filters.
We model permanent capital loss scenarios—not just volatility—to estimate how deep a drawdown could go and how many years it may take to recover.
Our simulations expose the depth and duration of potential drawdowns—so you understand the emotional and financial cost of staying the course.
We stress-test your portfolio for systemic events—where diversification fails—and quantify your exposure in moments when everything moves together.
We map liquidity across asset classes and time horizons, helping you anticipate cash shortfalls and avoid forced sales in illiquid markets.
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