BUSINESS CAPABILITY - Portfolio Monitoring
| Description | EN: Tracks and evaluates the performance, composition, and risk characteristics of investment portfolios. This capability ensures that portfolios remain aligned with clients' investment goals and strategies. By continuously assessing these elements, it enables timely adjustments to respond to market conditions and maintain the intended investment outcomes. FR: Suit et évalue la performance, la composition et les caractéristiques de risque des portefeuilles d'investissement. Cette capacité garantit que les portefeuilles restent alignés sur les objectifs et les stratégies d'investissement des clients. En évaluant continuellement ces éléments, elle permet d'apporter des ajustements en temps opportun pour répondre aux conditions du marché et maintenir les résultats d'investissement escomptés. |
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| Name (FR) | Suivi de portefeuille |
| Classifying categories | 
Private Banking |
| Parent Maps | 
Wealth Management Services (from: 
Retail & Consumer Banking) |
| Packaging Library |
Retail & Consumer Banking |
TREE VIEW
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Portfolio MonitoringTracks and evaluates the performance, composition, and risk characteristics of investment portfolios. This capability ensures that portfolios remain aligned with clients' investment goals and strategies. By continuously assessing these elements, it enables timely adjustments to respond to market conditions and maintain the intended investment outcomes.
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Performance Analysis
Evaluates the performance of client portfolios against benchmarks and predefined objectives. This capability involves calculating returns, assessing risk-adjusted performance, and providing clients with regular reports to keep them informed about the progress of their investments.
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Rebalancing Strategies
Involves implementing strategies to adjust portfolios, ensuring asset allocation aligns with clients’ investment objectives. This capability identifies deviations from target allocations and makes necessary adjustments, maintaining portfolio balance and enhancing alignment with financial goals.
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Risk Monitoring
Monitors the risk exposure of client portfolios. This capability involves assessing various risk factors, such as market risk, credit risk, and liquidity risk, to ensure that the overall risk profile aligns with the client's risk tolerance and objectives.
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