AFI offers customisable, interactive data visuals to assist in exploring and explaining performance, trends, liquidity and risk factors.
Ex Ante & Ex Post Risk Modeling
AFI can apply historical and forward-looking risk measures that help clients assess risk on multiple levels and provide the insights to make portfolio adjustments.
Risk Attribution Analysis – Ex Ante
Risk Attribution Analysis – Ex-Post
Portfolio Weight and Attribution
Clients can understand portfolio construction and asset selection decisions. Analysis can be made at the asset class, sector, industry level down to the individual security level.
Clients can also study the amount of risk required to achieve historical returns ensuring risk guideline adherance and benchmark tracking visibility.
Portfolio Active Weight
Risk Attributon (%)
Country and Currency
Regional, Country and Currency exposures and attributions can be analysed in significant detail. Understanding geographical and currency risk will be critical in protecting portfolio performance and inform future performance opportunities.
Scenario & Stress Analysis
AFI models the impact on portfolios of historical and/or customized stress factors, including oil price movements, equity market shifts, and sovereign debt crises.
Results model potential outcomes and gauge worse-case scenarios to your portfolios.
Talk To Us
Should you wish to discuss in further detail, we are available to speak to clients at anytime