Planning also means avoiding disappointment.
Here is a final set of questions that will help you to understand whether you apply the due care to risk control. In case of doubt over even one reply, we advise you to contact us: underestimating the risks could lead to a very unpleasant situation.
Do you know the risks which your assets are currently subject to? Do you evaluate market risks correctly? Have you ever considered credit risk? And liquidity risk? What would happen if one even or a series of particularly unfortunate events occurred to your assets? Are you able to work out the risk of the investment process for your assets?
Here’s what we can do for you: our goal is to monitor investment process risks and the financial instruments you use, even subjecting your portfolio to an artificial “stress test” to measure changes in the level of risk in the event of particularly adverse market conditions.
10. Risk Control
Risk analysis is a priority for Capitalsuite. A risk rating is given for each financial instrument incurred by the customer, taking into account a number of parameters aimed at estimating market risk, currency risk, credit risk and the liquidity risk.
This is what is known as the “risk of static tool”. The portfolio of the customer is then artificially “stressed” (stress test) and what happens to the portfolio when an increasing number (1, 5, 15) of adverse events is then noted. A rating of “risk of dynamic instrument” is then given.
Finally, the “process risk” is assessed, which appraises all risks related to the investment process as the sum of the risks for each stage of the investment process.