We continuously monitor and manage risks using our FINMA-authorized position-keeping software.
This allows real-time tracking of each client’s positions, supporting the portfolio managers’ investment decisions.
LMP FINANCE Suisse SA provides a comprehensive reporting service, with up-to-date data generated instantly upon client request.
Key Insights from Reporting:
Portfolio Consolidation
Consolidation of a client’s positions across different custodian banks to optimize the risk-return profile of the overall portfolio.
Bond Component Analysis
- Yield to Maturity
- Duration
- Coupon and Redemption Schedule
- Rating
- Issuers and Reference Countries
Equity Component Analysis
- Equity Component Summary
- Currency Breakdown
- Exposure by Geographic Area
- Exposure by Sector
Currency Exposure
Monitoring of risk in the non-reference currency portion of the portfolio.
Performance Contribution
- Contribution to performance by individual security
- Contribution to performance by asset class
- Contribution to performance by sector
- Contribution to performance by currency
