Manage risk and investment decisions with advanced workflows
Built for forward-looking asset managers. Let workflows do the work for you.
Use cases
ENHANCING
Risk and investment
decisions
How do you account for changing market conditions, increasing risks and regulatory requirements? Are analyses consistent, transparent and reproducible? How much effort does it take to turn analysis into decision-ready output?
Amsshare supports asset managers with structured workflows that combine modelling, validation and interpretation in one system. These workflows turn recurring risk, investment and regulatory processes into consistent outcomes — without rebuilding analyses for periodic updates.
The result is a faster and more reliable way to meet regulatory requirements and support risk and investment decisions.
Solve real problems
From PRIIPs KIDs to stress testing, workflows handle it end-to-end
Better way to do it
Workflows produce consistent, reliable and transparent outcomes in seconds
Easy to apply
Use workflows on demand without complex setup
RISK MANAGEMENT
Understanding portfolio risk
Changing market conditions, volatility, economic uncertainty and evolving exposures continuously shape portfolio risk. Assess downside risks, concentrations and diversification, and evaluate how these develop over time. Determine whether current risk levels remain aligned with your investment strategy and within acceptable boundaries.
Structured workflows support this by making these analyses easier to maintain and apply over time.
SCENARIO ANALYSES
Test portfolio resilience
Understand how your portfolio responds when market conditions change, and whether it remains aligned with your strategy under different scenarios. Identify sensitivities to key risk factors, assess whether risks remain acceptable, and determine what actions may be required as conditions evolve. This includes applications such as Liquidity Stress Testing.
Structured workflows support this by making scenario analyses easier to update and apply consistently over time.
STRATEGIC ASSET ALLOCATION
Balancing risk and return
Translate insights from risk analysis and scenario testing into portfolio allocation decisions. Evaluate trade-offs between risk and return, and assess how different allocation choices perform under changing market conditions.
Structured workflows support this by bringing analysis and decision logic together in a consistent and repeatable way.
REGULATORY REQUIREMENTS
Meeting regulatory standards
Regulatory requirements often require analyses, indicators and documents to be produced and updated on a regular basis. This includes areas such as PRIIPs KIDs, Liquidity Stress Testing and Liquidity Management Tools.
Because these processes must be maintained in line with regulatory guidelines over time, structured workflows help ensure they are applied consistently and kept up to date.
INVESTOR REPORTING
Ensuring transparency
Provide investors with clear and up-to-date insights into portfolio performance, risk and positioning. Transparent reporting helps communicate how portfolios evolve and demonstrate the impact of investment decisions. This includes outputs such as PRIIPs KIDs, factsheets and other updates.
Structured workflows support this by ensuring reporting remains consistent and up to date.
A word from our clients
I can wholeheartedly recommend Amsshare as a valuable advisor at the intersection of regulation, risk management and compliance tooling."
