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Risk and Research Services. Identify investment opportunities, make decisions faster, and generate alpha with intelligence and support from our expert team.

  

 

albemarle

Linedata already provides us with a truly global platform for portfolio management, but adding Services to the mix will help bring greater efficiency to our operations. Leveraging Linedata’s industry leading Risk services allows us to continue to reliably manage risk across our portfolios, while freeing up time to focus on delivering value to investors as we explore alternative and more complex trading strategies.

Guido Celauro
 Albemarle Asset Management

 

Gain time, insight and analysis
to focus on growing your business

 

Investment managers face intensified investor demands and regulatory scrutiny, coupled with big data explosion and information overload. Don’t miss critical investment opportunities because time spent gathering and organizing information is getting in the way of your value-added analysis. Utilize our analyst team to extend your in-house capabilities and your working day; delivering rapid, high-quality financial analysis, intelligence and support, from idea validation and research to portfolio monitoring, predictive analytics, risk consulting and metrics and reporting. As part of your virtual global team, we'll enable you to instantly scale or redeploy in-house resources towards critical investment management and decision-making activities. 

Idea Validation & Research Support

 

Validate your investment ideas and enhance due diligence with expert support from our certified financial analysts and research team members. Our investment analyst team will develop and/or maintain financial analysis and valuation models, and perform scenario, cap structure, and covenant analysis to help you process information and make decisions faster. From one-pagers and memos, to opportunity screening and validation, we'll do the legwork so you can make intelligent, informed decisions. Your investment team will be unshackled from information gathering tasks, so they are free to uncover profitable new ideas.

Portfolio Monitoring & Risk Consulting & Reporting

 

Do you and your investors have the information they need to understand the support portfolio's risk profile? Ensure a 360-degree view of your portfolio with our pre-trade and post-trade portfolio monitoring and financial analysis service. From volatility analysis, beta correlations and multi-factor stress testing to risk consulting including Value at Risk (VaR) and what-if scenarios, we’ll help you protect your assets and investors. Utilizing either our multi-asset class enterprise grade risk services platform or your own proprietary tools, we will provide the exposure information needed to keep the portfolio returns on track.

Regulatory Reporting & Custom Financial Analytics

 

Don’t get sidetracked by ever-expanding reporting requirements. Our analysts manage daily and ad hoc needs, including Form PF, AIFMD and OPERA. Custom services include cash flow and economic forecast modelling, sector KPIs, counterparty risk, model automation, shadow ratings, limit monitoring and breach analysis. Our strong understanding of both investor and regulatory cross asset class reporting, advanced tools, and follow-the sun model mean you get the reports you need, when you need them, without diverting in-house resources.

 

Front Office Solutions for Investment Experts

 

Our clients span the investment industry, including CLO managers, credit funds, macro strategies, hedge funds, private credit, private equity, and insurance firms. Choose the engagement model that's right for you, from ad hoc projects to recurring engagements or a dedicated team that serves as an extension of your organization.

 

 

 

 Realize operational alpha with Artificial Intelligence
  and Machine Learning.
   Learn how you can use outsourcing intelligently
   to embrace AI/MI, manage information overload,
  and create leverage for your investment team.

 

    Download the whitepaper

 

 

Insights

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