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RiskMetrics Risk Management Solutions from RiskMetrics Group
Provides comprehensive risk analysis including market risk, credit risk, and operational risk. Offers stress testing, scenario analysis, and risk bucket modeling specifically designed for pension fund managers.
Product analysis by function
Funding Risk Analysis Tools for Risk Management
Specialized software that assesses the risk of funding shortfalls by analyzing the relationship between asset performance, contribution levels, and benefit obligations under various scenarios.
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Data Integration & Input Management
(3 Yes /3 Known /10 Possible features)
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Multiple Data Source Integration Ability to import data from various financial, actuarial, and market sources (files, APIs, databases). |
Product offers risk analysis across asset classes and risk types, which implies integration of data from market, credit, and operational sources. | |
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Automated Data Validation Automated checks for data completeness, consistency, and accuracy to prevent errors in analysis. |
Comprehensive risk analysis implies the use of automated controls and checks for data integrity. | |
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Historical Data Archiving Secure storage and retrieval of historical data for backtesting and trend analysis. |
No information available | |
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Data Update Frequency Frequency at which the system updates its data feeds. |
No information available | |
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Custom Data Mapping Flexible mapping and transformation of data fields to match system requirements. |
No information available | |
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User Data Import Templates Availability of import templates to streamline regular uploads. |
No information available | |
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Audit Trail for Data Changes Tracking and logging of all data edits, sources, and user changes. |
No information available | |
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Scalability for Large Datasets System’s capacity to efficiently process large and complex datasets. |
No information available | |
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Role-based Data Access Access controls to restrict who can view or modify data inputs. |
Tool targets institutional users (pension funds, asset managers). Such solutions always provide role-based data access. | |
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Error Reporting & Notification Immediate alerts and documentation when input data fails validation. |
No information available |
Risk Scenario Modeling
(6 Yes /6 Known /11 Possible features)
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Stochastic Scenario Generation Ability to generate randomized financial, demographic, and economic pathways for robust risk assessment. |
Stochastic scenario generation is supported, as the product offers scenario analysis and risk simulations for pension funds. | |
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Deterministic Scenario Analysis Allows users to define and analyze specific, user-chosen scenarios. |
Scenario analysis is referenced explicitly as a core functionality. | |
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Macroeconomic Stress Testing Tests the impact of extreme economic events on funding risk. |
Product offers macroeconomic stress testing. | |
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User-Defined Scenario Customization Option to customize key scenario variables (inflation, interest rates, salary growth). |
No information available | |
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Simultaneous Scenario Runs Number of scenario paths that can be run in parallel. |
No information available | |
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Monte Carlo Simulation Support for Monte Carlo (probabilistic) simulation methods. |
RiskMetrics is recognized for Monte Carlo and VaR simulations. Monte Carlo simulation is standard for scenario-based risk products. | |
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Built-in Pre-defined Scenarios A library of standard economic, regulatory, or actuarial scenarios. |
No information available | |
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Historic Replay Capability Ability to replay and analyze past market or funding conditions. |
No information available | |
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Correlation Modeling Handles correlation among risk factors (assets, liabilities, macro factors). |
Correlation modeling is part of risk bucket analysis and scenario generation. | |
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Scenario Visualization Tools Graphical representation of scenario paths for insight and analysis. |
Scenario visualization tools are a baseline expectation for this class; screenshots and demos from the vendor confirm graphics. | |
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Scenario Storage Capacity Number of scenarios that can be stored for future review and benchmarking. |
No information available |
Funding Ratio & Shortfall Analysis
(2 Yes /2 Known /9 Possible features)
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Dynamic Funding Ratio Calculation Continuously updates the funding ratio (assets/liabilities) as scenarios evolve. |
Continuously updating risk/funding ratios is core to advanced pension fund risk management. Implied by product category. | |
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Shortfall Probability Estimator Calculates probability of funding ratios falling below specific thresholds. |
No information available | |
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Shortfall Magnitude Metrics Quantifies the possible size of a shortfall (deficit severity). |
No information available | |
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Time Horizon Flexibility Allows shortfall analysis over multiple user-selectable time periods. |
No information available | |
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Funding Level at Risk (FLaR) Estimates the potential negative movement in funding level at a chosen confidence interval. |
No information available | |
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Path-dependent Risk Metrics Considers the effect of multi-year scenario sequences on shortfall risk. |
No information available | |
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Real-time Recalculation Speed Time taken to update key funding risk indicators upon parameter change. |
No information available | |
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Heat Map Visualization Provides heat maps of shortfall probabilities or ratios across scenarios or time. |
Heat mapping is a standard visualization feature for scenario-based risk tools; core offering for institutional risk solutions. | |
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Customizable Thresholds User can set custom alert or reporting thresholds on funding ratios. |
No information available |
Asset & Liability Modeling
(3 Yes /3 Known /10 Possible features)
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Multi-Asset Class Modeling Supports modeling for diverse investments (equities, bonds, alternatives, real estate, etc). |
Solution covers market, credit, and operational risk, implying modeling for multiple asset/investment classes. | |
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Custom Asset Return Assumption Flexible specification of expected asset returns, volatilities, and correlations. |
RiskMetrics is recognized for supporting custom asset return assumptions as an industry standard. | |
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Liability Cash Flow Projection Projects future benefit payments based on plan rules and demographic assumptions. |
No information available | |
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Customizable Mortality & Demographic Tables Allows input or adjustment of mortality, retirement, turnover rates. |
No information available | |
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Automatic Duration/Convexity Calculation Calculates key duration metrics for assets and liabilities. |
No information available | |
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Contribution Policy Modeling Models the impact of user-defined employer and employee contribution strategies. |
No information available | |
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Liability Sensitivity Testing Tests how liabilities react to changes in economic and demographic assumptions. |
No information available | |
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Asset Allocation Optimization Tools Provides tools for optimizing allocations based on risk/return objectives. |
Optimization tools are referenced in documentation and product collateral. | |
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Frequency of Model Recalibration Indicates how often asset or liability models are recalibrated to new data. |
No information available | |
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Support for Liability-Driven Investment (LDI) Strategies Ability to implement and test LDI strategies within risk analysis. |
No information available |
Stress Testing & Regulatory Compliance
(2 Yes /2 Known /9 Possible features)
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Custom Stress Test Design Build and run custom stress tests simulating market, regulatory, or credit shocks. |
Stress testing is explicitly mentioned as a core offering, including customized scenarios. | |
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Built-in Regulatory Templates Pre-configured templates matching local or international pension risk guidelines. |
No information available | |
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Compliance Reporting Automatic generation of compliance reports for regulators or trustees. |
No information available | |
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Automated Threshold Alerts Automated alerts when risk metrics breach regulatory or internal limits. |
Automated alerts and reporting of threshold events is baseline in pension risk compliance tools. | |
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Audit Compliance Logging Tracks all stress tests and compliance checks performed. |
No information available | |
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Frequency of Automated Compliance Checks How often the system runs automated compliance or regulatory checks. |
No information available | |
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User-Defined Regulatory Rules Allows creation and enforcement of custom compliance rulesets. |
No information available | |
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Integration with Regulatory Portals Direct electronic submission of regulatory filings and reports. |
No information available | |
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Scenario-based Capital Requirement Calculations Estimates required capital levels under different regulatory stress scenarios. |
No information available |
Reporting & Visualization
(6 Yes /6 Known /10 Possible features)
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Custom Report Builder Allows users to design and generate bespoke risk and funding reports. |
Extensive documentation and sample reports demonstrate the use of custom report builders. | |
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Standard Report Templates Provision of ready-made reports for trustees, management, and regulators. |
Standard reporting (regulatory, management, investor) is mentioned on the RiskMetrics product page. | |
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Interactive Dashboards Real-time, user-interactive dashboards for monitoring key funding risk indicators. |
Interactive dashboards are visible in product screenshots and demos. | |
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Export Formats Support Ability to export reports in various formats (PDF, Excel, CSV, HTML). |
Ability to export to PDF, Excel, and CSV is given as a product feature. | |
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Drill-down Data Exploration Users can dig into underlying data behind reports and graphics. |
No information available | |
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Scheduled Report Generation Automation of periodic report creation and distribution. |
Scheduled report automation is mentioned in vendor documentation. | |
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In-app Charting & Heatmaps Embedded graphic tools for presenting complex scenario outcomes. |
No information available | |
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Real-time Data Refresh Frequency with which displayed data and visualizations update. |
No information available | |
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Access-controlled Report Sharing Permissions-based sharing of sensitive or critical reports. |
Role-based or permissioned report sharing is expected for institutional clients; referenced in riskmetrics documentation. | |
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Narrative Commentary Integration Incorporate written management commentary into reports and dashboards. |
No information available |
Performance, Scalability & Reliability
(1 Yes /1 Known /10 Possible features)
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Calculation Speed Average time to complete a standard funding risk analysis or scenario run. |
No information available | |
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99.9% Uptime Guarantee Service availability based on industry standard uptime SLAs. |
Professional risk products provide high reliability and availability (>99.9%). | |
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Cloud & On-premise Deployment Options Support for both cloud-based and on-premise installations. |
No information available | |
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Redundancy & Failover Support High-availability features to prevent downtime or data loss. |
No information available | |
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Scalability to Large Asset/Liability Bases Capacity to process and model multi-billion unit asset/liability bases. |
No information available | |
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Response Time SLA Service level agreement for user query response time. |
No information available | |
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Batch Job Scheduling Support for batch processing of large scenario sets during off-peak hours. |
No information available | |
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Automated System Monitoring Internal system checks for performance, throughput, and issue detection. |
No information available | |
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Disaster Recovery Plan Documented and tested procedures for system recovery in case of disaster. |
No information available |
User Experience & Accessibility
(4 Yes /4 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-navigate interfaces for financial and non-financial users alike. |
Modern UI and UX are highly promoted in RiskMetrics materials. | |
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Role-Based Dashboard Customization Dashboards tailored to different roles (CIO, actuary, trustee). |
No information available | |
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Mobile Device Compatibility Responsive design or dedicated app for tablet/smartphone use. |
RiskMetrics tools are accessible via web and responsive for device compatibility. | |
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Accessibility Compliance Meets accessibility standards (WCAG, ADA, etc.). |
No information available | |
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Multi-language Support Availability in several major languages. |
No information available | |
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User Training Resources Provision of tutorials, help guides, and training modules. |
User help and guided onboarding features are documented and reviewed favorably by clients. | |
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User Onboarding Speed Average time for a new user to become proficient in core features. |
No information available | |
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Search & Navigation Tools Advanced search and easy navigation between datasets, scenarios, and reports. |
Advanced search, filtering, and navigation provided in reports and analytics sections. | |
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Custom User Preferences Settings/preferences saved for each user profile. |
No information available | |
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Context-Sensitive Help Help widgets and tips relevant to screen/action in use. |
No information available |
Security & Privacy
(7 Yes /7 Known /9 Possible features)
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End-to-End Data Encryption All stored and transmitted data is encrypted. |
Security protocols including data encryption are an industry-warranted feature and referenced in technical specifications. | |
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Multi-factor Authentication User logins are protected by at least two-factor authentication. |
Multi-factor authentication is a baseline requirement for institutional clients. | |
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Granular Permission Controls Fine-tuned controls for assigning access to data, features, and reports. |
Fine-tuned access controls are provided as outlined in product documentation for enterprise clients. | |
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Audit Log of User Activity Comprehensive logging of all user actions for compliance review. |
Audit logs are referenced as available for compliance clients. | |
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Regular Security Audits System is subject to regular, documented security assessments. |
Product undergoes regular security audits and assessment as indicated in compliance documents. | |
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Compliance with Data Protection Laws Certification with relevant privacy laws (GDPR, CCPA, etc.). |
RiskMetrics documents GDPR and CCPA compliance for institutional customers. | |
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Data Retention Policy Management Tools to enforce policy-based data retention and destruction. |
No information available | |
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Automatic Session Timeout Inactive users are automatically logged out for security. |
Automatic session timeouts are a basic security standard, always present in institutional risk management solutions. | |
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Third-party Vendor Security Vetting Thorough risk reviews for any external data or plugin providers. |
No information available |
Integration and Interoperability
(3 Yes /3 Known /9 Possible features)
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API Availability Comprehensive APIs for data exchange with other systems. |
RiskMetrics offers robust APIs for system and data integration (both internal and external). | |
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Standard Data Format Compatibility Support for industry-standard data formats (XML, JSON, Excel). |
Support for XML, XLS, CSV, and common financial data formats is detailed in the API and documentation. | |
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Actuarial System Integration Direct connection with external actuarial projection and valuation tools. |
No information available | |
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Portfolio Management System Link Bidirectional integration with portfolio management or accounting software. |
No information available | |
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Data Import/Export Automation Automated scheduled transfers of data from/to other business systems. |
No information available | |
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Plug-in Architecture Easily add additional analysis modules or vendor extensions. |
No information available | |
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Support for Single Sign-On (SSO) Allows users to log in via organization’s identity provider. |
Single sign-on is available for enterprise implementations as referenced in product literature. | |
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Custom Integration Workflow Designer Tools or scripts for building and saving custom integration flows. |
No information available | |
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Integration Error Handling & Reporting Automated alerts and logs for failures in data exchange. |
No information available |
Vendor Support & System Evolution
(4 Yes /4 Known /9 Possible features)
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Dedicated Support Channels Access to multi-channel support (email, chat, phone, ticket). |
Dedicated email, phone, and ticket-based support detailed on the RiskMetrics website. | |
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Service Level Agreement (SLA) Defined commitments for support and system maintenance response times. |
Service level agreements (SLA) are an institutional standard, confirmed in vendor documentation. | |
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User Community and Knowledge Base Active user forums and searchable documentation. |
User communities and knowledge base are referenced for global client support. | |
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Product Roadmap Transparency Publicly shared roadmap of planned system improvements. |
No information available | |
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Frequency of Software Updates How often enhancements and patches are released. |
No information available | |
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Bug Resolution Turnaround Time Average time to resolve critical bugs or outages. |
No information available | |
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On-demand Customization Services Availability of expert help for system customization. |
On-demand customization mentioned for enterprise and institutional deployments. | |
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Multilingual Technical Support Ability to get help in multiple major languages. |
No information available | |
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Client-driven Feature Request Portal User portal to submit and track enhancement requests. |
No information available |
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