Institutional risk cadence — without building a full risk engineering team.
Hedgtrade standardizes the workflow a PM + risk function needs: regime context → scenarios → risk boundaries → attribution → action. You get decision-ready packs, consistent meeting structure, and repeatable “what-if” simulation — fast.
CIO / PM / Risk
- PMs: clearer decision levels and scenario discipline (less whipsaw).
- Risk: consistent VaR/ES, stress, limits, and attribution in one pack.
- IC / governance: repeatable artifacts for documentation and review.
- Risk is tracked, but it’s not meeting-ready (slow, inconsistent, manual).
- Stress scenarios are discussed but not operationalized into triggers.
- Attribution is ad-hoc — hard to separate signal from noise.
- Correlation spikes turn “diversified” books into one bet.
- Pack standardization: same structure every day/week, less meeting friction.
- Scenario boundaries: explicit decision levels and invalidation rules.
- Attribution: top contributors, overlap, concentration flags.
- Simulation: edit holdings and instantly see impact on risk metrics.
Outcomes
Faster risk decisions
A repeatable pack reduces debate and improves action speed.
Clearer boundaries
Triggers and invalidation replace “gut feel” under volatility.
Cleaner attribution
Know what’s driving risk and P&L — not just what moved.
How it fits a small fund cadence
Built for lean teams: consistent framing, decision levels, and documentation — without bespoke analyst effort.
Regime + snapshot
Risk posture, volatility state, key exposures, red flags.
Baseline vs stress
What changes outcomes, and where decisions flip.
Limits + triggers
VaR/ES thresholds, stop zones, hedge triggers, breach hooks.
Simulate changes
Adjust holdings, add/remove names, and export the impact.
What you receive
- VaR / ES (multi-horizon) + stress library
- Amplified historical shocks + worst days table
- Limits view + breach register hooks
- Attribution: top contributors, overlap, concentration
- Scenario boundaries and decision levels
- Regime framing and invalidation rules
- What-if simulator outputs for sizing / hedging
- Committee-ready weekly brief template
See the artifact layer before you commit
Download the demo kit to see sample packs and dashboards, then we can run the pilot on your universe for decision-ready outputs.