Privé's Portfolio Monitoring module delivers continuous, automated oversight of every portfolio against investment guidelines, strategic and tactical asset allocation (SAA/TAA) targets, and performance thresholds. It ensures compliance, suitability, and timely client engagement through real-time alerts and deep analytics.

Features

• Ongoing monitoring of investment guidelines, SAA/TAA deviations, and performance threshold breaches.
• Real-time alerts for compliance and engagement.
• Deep look-through analytics for mutual funds and ETFs, exposing underlying exposures by asset class, region, sector, currency, or credit rating.
• Proprietary risk engine for structured products and derivatives, modeling embedded exposures, payoff structures, and sensitivities.
• Daily scoring of portfolios across configurable metrics such as volatility, allocation drift, drawdown, and concentration.
• Scalable monitoring from thousands of portfolios to individual accounts.
• Intuitive interface to identify issues, understand drivers, and take corrective action.

Benefits

• Ensures regulatory and internal compliance through automated alerts.
• Enhances advisor responsiveness with real-time deviation detection.
• Provides a holistic view of portfolio risk, including complex instruments.
• Improves client trust and engagement through proactive portfolio management.
• Scales efficiently across large advisory networks or individual portfolios.
• Enables data-driven decisions with transparent, configurable risk metrics.