Monitoring your portfolio’s exposure is a complex task. Capturing the data and keeping it up to date in spreadsheets is often a grueling job which can be extremely time consuming and prone to errors. As more funds provide their investors with detailed exposure transparency, the volume and variety of data can be hard to manage.

Our Solution

The FolioMetrics solutions provides a centralized repository for all of your exposure data. Unlimited exposure categories can be configured to allow for the varied data you receive from different managers.

  • A flexible import tool allows you to import the data directly into the application rather than retyping it by hand.
  • Once captured exposures can be viewed at a single fund level or rolled up to a portfolio level to see an aggregate
  • The exposure data is available to be included within the Folio Reporting tool as well as available for seamless integration into Excel via the Folio Excel add-in.