Our software monitors risk and other characteristics at both the portfolio and security levels to insure overall prudent risk management, adherence to investment policy and that risk tolerance levels are not breached. Using data from client and third party systems, the software will alert and report when they fall outside pre-determined guidelines. The characteristics calculated and monitored include many of the portfolio management process characteristics and modern portfolio theory statistics, re-allocation and re-balancing triggers, capital markets conditions, sector and industry conditions, security/company conditions, security level risk rating(s), approved security selection list(s), etc.