With First Cloud, you plan and manage the risks of your investments over short, intermediate and long periods. Make assumptions about how currency rates, interest rate structures, stock prices, indices and other market parameters might change and find out what this means for your investments.
From micro to macro analysis
View individual investments or cluster across assets, risk classes, ESG criteria, countries, currencies and entire portfolios. Effortlessly direct your gaze from the small to the large and from the large back to the detailed level. Your scenarios – even over long periods – can be depicted in an uncomplicated, understandable and transparent manner.
The software can draw on the recorded assets and data from First Cloud’s portfolio management or be supplied with data from third-party systems. This can alert you to risks from concentration, defaults or market changes. Consider account limit utilisation levels in your controlling and analyse them with appropriate visualisations.
Planning the future with foresight
In addition, you can include scheduled future events in your planning – such as inflows from underwriting, interest, dividends, redemptions and the foreseeable outflows of funds, for example, through the maturity payment of life insurance policies to be distributed. You thus lay the foundation for securing the future viability of your company for years and decades to come.
Plan targeted investment for the future or let the system do it for you according to a freely definable set of rules. If certain key figures are important for your company, you can optimise for them automatically, for example by increasing reserves or reducing risks through targeted sales.