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Waters Rankings 2025: Best portfolio management system provider—RiskVal Financial Solutions

Name of product or service: RVPortfolio

Waters Rankings 2024 gold stars
    • WatersTechnology Staff

Overview

RiskVal Portfolio (RVPortfolio) is RiskVal’s front-office, real-time risk and P&L platform designed specifically for buy-side fixed-income portfolio managers. RVPortfolio enables portfolio managers to view their portfolios in a manner consistent with how they trade at strategy and detail levels for real-time P&L and risk, rather than the traditional portfolio system pricing at the individual trade level with no concept of trading strategy.

I have been using RiskVal’s services for over 20 years. Their portfolio platform offers real-time P&L and risk management capabilities that have become essential to my trading activities over the years. What truly sets RiskVal apart is its proactive and highly competent customer support, which consistently outperforms the competition

Chris Brumbach, partner and portfolio manager, Trutino Capital Management

The solution  

For portfolio hierarchy, RVPortfolio tags each trade with a book, strategy, sub-strategy, and group, allowing portfolio managers to easily group their portfolios in a meaningful way. It then provides real-time P&L and risk based on the desired portfolio hierarchy. P&L is based on real-time tradable market data observed by the system. Risk measures are also based on the same real-time data, given that fixed-income risk measures tend to be level-dependent.

Differentiators  

RiskVal’s analytics engine has evolved over the past 20-plus years. It has been calibrated and stress-tested by large numbers of market participants, enabling the firm to provide reliable and transparent P&L and risk calculations to its clients. RiskVal’s 24/7 real-time support and rapid development cycles allow it to maintain RVPortfolio’s contemporaneity and relevance in a constantly evolving market.

RiskVal’s commitment to excellence in building products is best in class. They are constantly offering new services and iterating on tools previously created with weekly updates and releases. I have used RiskVal services at different firms and continue to be impressed with how it evolves

Partner and senior portfolio manager, multi-strategy fund

Recent goals

In the last year, RVPortfolio has undergone a number of functional and performance enhancements, allowing support for emerging market fixed-income products for global macro strategies and enabling RVPortfolio to handle tier-one hedge fund large-size portfolios in real time.

It’s been both a challenging and rewarding experience working closely with our clients to develop solutions that support their risk management and P&L needs. I’m incredibly proud, not only of how far our product has come, but of the growth and dedication of our team behind it. Receiving this award is meaningful recognition of the effort and passion our team has poured into building this solution

Jordan Hu, CEO, RiskVal Financial Solutions

Product roadmap

RiskVal is currently working on the following three areas:

  • Improving its onboarding process to enable its clients to access and leverage RVPortfolio quickly
  • Enhancing the flexibility of GUI functionality, allowing portfolio managers to control their portfolio views for risk and P&L management
  • Improving its 24/7 support staff’s knowledge and efficiency

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