APT (Asset Performance Technologies) from FIS Global

A comprehensive risk management solution with sophisticated scenario analysis and stress testing capabilities. It enables fund managers to evaluate portfolio vulnerabilities, model market shocks, and optimize asset allocation strategies using historical and hypothetical scenarios.

Is this your product?

More about FIS Global

Product analysis by function

Scenario Analysis & Stress Testing for Investment Strategy & Asset Allocation

Tools that simulate portfolio performance under various economic and market scenarios to assess resilience and identify potential vulnerabilities in investment strategies.
More Scenario Analysis & Stress Testing More Investment Strategy & Asset Allocation ...

Data Integration & Sources
(0 Yes /0 Known /10 Possible features)

Scenario Library & Customization
(0 Yes /0 Known /10 Possible features)

Modeling & Analytics
(0 Yes /0 Known /10 Possible features)

Asset Allocation & Optimization
(0 Yes /0 Known /10 Possible features)

Risk Analytics & Reporting
(0 Yes /0 Known /10 Possible features)

Workflow & Collaboration
(0 Yes /0 Known /10 Possible features)

User Interface & Usability
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Performance & Scalability
(0 Yes /0 Known /10 Possible features)

Support & Vendor Services
(0 Yes /0 Known /10 Possible features)

Compare

Hard working Robot This data was generated by an AI system. Please check with the supplier. More here

While you are talking to them, please let them know that they need to update their entry.

Multi-Asset Data Support Ability to handle data from various asset classes (equities, fixed income, derivatives, alternatives).		No information available
Historical Data Integration Support for connecting with historical market and economic data sources.		No information available
Real-Time Data Feeds Ability to incorporate real-time data feeds for up-to-date scenario evaluation.		No information available
Custom Data Upload Allows users to upload proprietary or custom data sets (e.g., internal forecasts, client stress scenarios).		No information available
Automated Data Cleansing Automated identification and correction of errors, outliers, and inconsistencies in ingested data.		No information available
APIs for Data Integration Availability of robust APIs for data extraction, integration, and transmission.		No information available
Data Lineage Tracking Comprehensive tracking of data source, processing, and transformations for audit and compliance.		No information available
Vendor Data Connectors Out-of-the-box connectors to major market data vendors (Bloomberg, Refinitiv, etc.).		No information available
Data Refresh Frequency How often data can be refreshed or updated.		No information available
Data Storage Capacity The maximum amount of data that can be stored in the platform.		No information available

Pre-Built Scenario Library Collection of commonly used market and macroeconomic stress scenarios (e.g., 2008 Financial Crisis, COVID-19 shock).		No information available
Custom Scenario Builder Enables users to define and parameterize their own scenarios (interest rate shocks, FX movements, commodity crashes, etc.).		No information available
Scenario Versioning Ability to track and retrieve version history and changes to scenarios.		No information available
Scenario Parameter Granularity Number and types of economic/market inputs that can be specified per scenario.		No information available
Scenario Grouping & Hierarchies Ability to group scenarios, create hierarchies, or link macro and micro scenarios.		No information available
Shock Magnitude Adjustment Allows users to adjust the magnitude of stress/shock factors easily.		No information available
Reverse Stress Testing Support Supports ‘reverse’ stress tests to identify triggers or breakpoints for a defined outcome (e.g., portfolio loss).		No information available
Randomized Scenario Generation Ability to generate randomized or Monte Carlo scenario sets.		No information available
Scenario Sharing & Collaboration Easily share custom scenarios across teams or users within the platform.		No information available
Scenario Limits Maximum number of saved custom scenarios.		No information available

Full Revaluation Modeling Performs full repricing of assets under each scenario, not just sensitivity (delta) approaches.		No information available
Factor Sensitivity Models Supports multi-factor risk models for stress and scenario analysis (e.g., equity beta, interest rate duration).		No information available
Monte Carlo Simulation Enables large-scale Monte Carlo simulations for probability-based scenario outcomes.		No information available
Path-Dependent Instrument Support Ability to model complex, path-dependent instruments (e.g., options, structured notes) under scenarios.		No information available
Portfolio Aggregation Ability to analyze scenario impacts at portfolio, sub-portfolio, and asset levels.		No information available
Nested Stochastic Modeling Supports nested stochastic scenarios for liabilities or ALM analysis.		No information available
Concurrency Number of scenarios or portfolios that can be processed simultaneously.		No information available
Back-Testing Engine Can use historical market data to test scenario analysis accuracy.		No information available
Horizon Analysis Supports multi-horizon scenario analysis (e.g., 1 day, 1 month, 1 year impacts).		No information available
Stress Impact Decomposition Breaks down sources of stress impact across positions and risk factors.		No information available

Dynamic Asset Allocation Testing Assess proposed dynamic or tactical shifts under various scenarios.		No information available
Robust Optimization Algorithms Ability to perform robust optimization with scenario or stress-aware constraints.		No information available
Liability-Aware Analysis Supports liability-driven investing (LDI) with stress testing liabilities and assets jointly.		No information available
Optimization Constraints Number of constraints (min/max allocations, exposures) supported in optimization.		No information available
Custom Objective Functions Allows users to define custom objective functions (e.g., maximize Sharpe under certain stresses).		No information available
Efficient Frontier Under Scenario Generate new efficient frontiers reflecting the stressed scenario conditions.		No information available
Transaction Cost Modeling Includes transaction costs and liquidity impacts in allocation/rebalance plans.		No information available
Optimization Runtime Speed Average time to run a typical optimization/scenario analysis.		No information available
Historical vs. Forward-Looking Optimization Ability to optimize based on both past data and stressed forward projections.		No information available
Constraint Violation Alerts Automatic alerts when asset allocation rules or constraints are breached in scenario.		No information available

VaR/CVaR Under Scenario Calculates Value at Risk (VaR) and Conditional VaR for each scenario.		No information available
Exposure Breakdown Reporting Produces detailed reports on exposure, loss, and concentration by asset, sector, region, or risk factor.		No information available
Customizable Risk Dashboards Interactive dashboards with user-defined widgets and layouts for presenting results.		No information available
Automated Regulatory Reports Generates reports meeting regulatory templates and requirements (CCAR, EBA, PRA).		No information available
Trend & Time Series Visualization Visualizes risk/return impacts over time and across scenarios.		No information available
Scenario Comparison Reports Directly compare portfolio risk/return across multiple scenarios side by side.		No information available
Drill-Down Capabilities Enables deep dives from portfolio-level results down to single position attribution.		No information available
Heatmaps & Tree Maps Graphical representation of stress impacts/distribution (by risk, exposure, etc.).		No information available
Export Formats Supported Number of reporting/export file formats supported (PDF, Excel, CSV, etc.).		No information available
Automated Scheduled Reporting Support for scheduling automatic risk and scenario report generation and distribution.		No information available

Role-Based Access Controls Granular control of who can view, edit, run, or approve scenarios and reports.		No information available
Audit Trail Logging Comprehensive tracking of scenario creation, edits, runs, and report generation actions.		No information available
Approval Workflows Formal workflows for scenario approval, sign-off, and escalation.		No information available
Change Management Alerts Automatic notifications of changes to scenarios, models, or portfolio data.		No information available
Commenting & Annotation Ability to leave comments or annotate scenario results and reports.		No information available
Collaboration Spaces Shared workspaces or forums within the platform for group analysis and discussion.		No information available
Document Management Integration Integration with document storage systems for reference and archival.		No information available
Task Assignment & Tracking Assign scenario analysis tasks and monitor completion.		No information available
Multi-User Concurrent Sessions Number of users that can simultaneously collaborate or run analytics.		No information available
Version Rollback Ability to revert scenarios or portfolios to previous versions/states.		No information available

Intuitive Scenario Wizard Step-by-step guides to simplify scenario creation and configuration.		No information available
Customizable Layouts & Themes Users can tailor interface layouts and visual themes to personal preferences.		No information available
Multi-Language Support Support for multiple languages in the user interface.		No information available
Accessibility Compliance Compliant with major accessibility standards (e.g., WCAG 2.1).		No information available
Mobile/Tablet Compatibility Platform can be used on smartphones and tablets without loss of functionality.		No information available
Drag-and-Drop Functionality Drag-and-drop for building scenarios, arranging dashboards, and organizing portfolios.		No information available
Personalized Dashboards Each user can configure their own home page or dashboard with favorite tools.		No information available
Hotkey Shortcuts Support for keyboard shortcuts to increase speed of analysis.		No information available
Load Time Time taken for main dashboard or analysis page to load.		No information available
Help & Onboarding Guides Built-in help documentation, tutorials, and contextual guidance.		No information available

RESTful API Availability Availability of modern RESTful APIs for integrating with other systems and workflows.		No information available
SDK/Programming Environment Software development kits or scripting interfaces for extensions, plugins, and custom models.		No information available
Compatibility with Python/R/Matlab Direct compatibility with data science and quant programming environments.		No information available
Batch Processing Capability Support for submitting large jobs or processing updates in batches.		No information available
Third-Party Application Integration Integration with OMS, PMS, risk systems, and BI/reporting tools.		No information available
Custom Plug-in Support Ability to add third-party or user-developed analytical plug-ins.		No information available
Event-Driven Automation Trigger off event feeds (e.g., market event triggers auto-stress test).		No information available
Integration with Cloud Storage Can connect with cloud storage providers for scalable data management.		No information available
Webhook/Callback Support Real-time notifications or updates to other systems via webhooks.		No information available
API Rate Limits Maximum number of API calls per minute supported.		No information available

Encryption at Rest & Transit All data encrypted when stored and when transmitted.		No information available
Single Sign-On (SSO) Integration with SSO providers for streamlined and secure logins.		No information available
Multi-Factor Authentication Requires additional form(s) of identity verification for access.		No information available
Data Retention Policy Management Customizable controls over how long scenario and analysis data are retained.		No information available
Regulatory Compliance Certifications Meets certifications like SOC2, ISO 27001, GDPR, etc.		No information available
User Activity Monitoring Monitor and log user sessions, access, and changes.		No information available
Granular Data Permissions Define access down to individual scenario, report, or dataset level.		No information available
Penetration Testing Frequency Frequency of platform penetration and vulnerability testing.		No information available
Audit Logging Retention How long audit logs are stored.		No information available
IP Whitelisting/Blacklisting Restrict access by user IP location.		No information available

Concurrent Users Supported Maximum simultaneous users under peak load.		No information available
Simulation Throughput Number of scenarios and portfolios processed per unit time.		No information available
Uptime Guarantee Guaranteed system availability (SLA).		No information available
Load Balancing Automatic distribution of workloads to optimize performance.		No information available
Horizontal Scaling System can scale across multiple servers or cloud instances.		No information available
Response Time under Load Average response time per user under heavy load.		No information available
Disaster Recovery RTO Recovery Time Objective in case of disaster.		No information available
Geo-Redundant Architecture Support for geographically distributed/redundant infrastructure.		No information available
Scalable Storage Capacity Ability to elastically expand storage as data or users grow.		No information available
Batch Processing Window Length of time platform can accept batch scenario submissions without performance degradation.		No information available

24/7 Support Availability Round-the-clock helpdesk or support service.		No information available
Dedicated Account Manager Named account or relationship manager for premium support.		No information available
Onboarding & Training Services Structured onboarding and ongoing training for users.		No information available
Knowledge Base & FAQ Access to searchable help articles and documentation.		No information available
Customization Services Ability to request or commission product customizations or bespoke development.		No information available
Software Update Frequency How often the platform is updated with new features, patches, or improvements.		No information available
User Community/Forum Access to user group discussions and community support channels.		No information available
Service Level Agreement (SLA) Clarity Availability and level of documented service commitments (response times, resolution times, etc.).		No information available
Implementation Lead Time Typical time from contract to go-live implementation.		No information available
Multi-Region Support Global support coverage across geographic regions.		No information available

APT (Asset Performance Technologies) from FIS Global

Product analysis by function

Scenario Analysis & Stress Testing for Investment Strategy & Asset Allocation

Data Integration & Sources (0 Yes /0 Known /10 Possible features)

Scenario Library & Customization (0 Yes /0 Known /10 Possible features)

Modeling & Analytics (0 Yes /0 Known /10 Possible features)

Asset Allocation & Optimization (0 Yes /0 Known /10 Possible features)

Risk Analytics & Reporting (0 Yes /0 Known /10 Possible features)

Workflow & Collaboration (0 Yes /0 Known /10 Possible features)

User Interface & Usability (0 Yes /0 Known /10 Possible features)

Integration & Extensibility (0 Yes /0 Known /10 Possible features)

Security & Compliance (0 Yes /0 Known /10 Possible features)

Performance & Scalability (0 Yes /0 Known /10 Possible features)

Support & Vendor Services (0 Yes /0 Known /10 Possible features)