Treasury Partners Launches Risk Management Tool
HighTower’s Treasury Partners has launched a proprietary tool designed to assist its money market portal clients in rapidly assessing portfolio risk and responding to global credit exposure. This analytical tool, FundView, enables clients managing their own liquidity to perform rigorous due diligence on the more than 140 domestic and offshore funds available via Treasury Partners online money market portal.
With FundView, these clients can search their investment portfolios for exposure to individual securities, issuers, maturity dates, asset classes and CUSIPs by country. FundView also enables investors to run cross-fund analysis, improve diversification, and adjust portfolio risk, including counter-party and headline risk.
“Due to the increasing volatility in the global markets, identifying and reacting quickly to portfolio exposures is now more critically important than ever,” said Jerry Klein, a managing director with Treasury Partners.