Compliance and Risk

Keeping the downside top of mind.

Synchronized by a unified, firm-wide dataset, Enfusion’s natively embedded risk management tools and compliance engine help safeguard the entire investment process—from portfolio construction to trade execution.

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Control for every possible outcome.

While the middle office plays a pivotal role in the investment process, it must also walk a fine line. At the order-creation stage, compliance controls need to be detailed enough to prevent missteps, yet have enough flexibility to allow those with proper authority to override certain ones under specific circumstances.

Further upstream in the process, analysts and portfolio managers need to be confident that they are looking at their portfolio’s risks through many lenses and not missing any hidden exposures. Which requires both real-time visibility into portfolio positions as well as valuations based on real-time market data.

By synchronizing the entire firm through a single, “golden” dataset, Enfusion creates the perfect environment for building out a best-of-breed risk management discipline and governance framework.

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