https://trackrecords.app/who-its-for/Recent content in Who it's for on TrackRecords: Portfolio analytics and risk managementHugo -- gohugo.ioen-ushttps://trackrecords.app/who-its-for/asset-managers/Mon, 01 Jan 0001 00:00:00 +0000https://trackrecords.app/who-its-for/asset-managers/For asset managers Show clients and the investment committee where returns come from. Check remaining limit capacity before the trade. Build a benchmark that matches the strategy. Request a demo Who uses it and why For clients and the committee Contribution by position and asset class, excess return versus the benchmark, and a report that does not require reconciling files. For the risk manager See whether the book stays inside the mandate before the trade: concentration, credit quality, internal limits.https://trackrecords.app/who-its-for/banks-treasuries/Mon, 01 Jan 0001 00:00:00 +0000https://trackrecords.app/who-its-for/banks-treasuries/For banks and treasuries Risk and performance on proprietary and treasury investment books. VaR, ratings, limits and scenarios, without replacing the order-management or core banking stack. Request a demo Who uses it and why For treasury See the investment book on a date: duration, credit quality, cash flows and remaining limit capacity before a proposed trade. For market risk VaR, sensitivity and scenario analysis on the same holdings the front office already knows, without a parallel warehouse.https://trackrecords.app/who-its-for/endowments/Mon, 01 Jan 0001 00:00:00 +0000https://trackrecords.app/who-its-for/endowments/For endowments and foundations Show the board where returns come from and how the book sits versus the policy benchmark. See the composition of the endowment. Check the investment policy. Request a demo Who uses it and why For the fund director A board pack: contribution, excess return versus the benchmark, composition and investment-policy exceptions, without merging extracts from several files. For the board of trustees Separate manager skill from market moves.https://trackrecords.app/who-its-for/insurance/Mon, 01 Jan 0001 00:00:00 +0000https://trackrecords.app/who-its-for/insurance/For insurance companies See the book on a date: duration, ratings, cash flows and concentration. Check remaining limit capacity before the trade. Run market and credit risk and scenario cash flows. Request a demo Who uses it and why For the investment desk Holdings on a date, duration, ratings, cash flows and concentration next to the same limit sheets the risk team uses. For liability matching Forecast coupons and principal, including scenario-dependent floaters, and see how the book behaves if rates move.https://trackrecords.app/who-its-for/pension-funds/Mon, 01 Jan 0001 00:00:00 +0000https://trackrecords.app/who-its-for/pension-funds/For pension funds Compare managers on the same TWR. See what drove excess return versus the mandate benchmark. Keep portfolios inside investment-policy limits. Request a demo Who uses it and why For manager oversight Several managers, one set of books. TWR, contribution and attribution so the investment committee can compare them on equal terms. For the risk team Market and credit risk, duration and concentration on each mandate. Remaining limit capacity before a proposed trade.https://trackrecords.app/who-its-for/wealth-advisors/Mon, 01 Jan 0001 00:00:00 +0000https://trackrecords.app/who-its-for/wealth-advisors/For wealth managers and advisors Build and maintain the client book, including the fixed-income sleeve. Compare results with the agreed benchmark. Check remaining limit capacity before a recommendation. Request a demo Who uses it and why For the advisor Assemble a portfolio to the client risk profile, keep the bond sleeve, show excess return versus the benchmark, and send a report without merging spreadsheets. Before a recommendation See whether the book stays inside the risk-profile constraints: concentration, credit quality and remaining limit capacity.