Sentry.
Theunifiedriskoperatingsystemforthemoderninstitutionalinvestor.
Every risk. Every opportunity.
One platform.
Our platform supports a comprehensive range of asset classes across global markets. From real-time analytics to automated reporting, Sentry delivers institutional-grade tools for the modern investor.
Risk Dashboard
Comprehensive VaR analysis and P&L distribution at your fingertips. Monitor portfolio risk in real-time with institutional-grade analytics.
Daily 95% VaR calculations
P&L distribution visualisation
VaR contribution by asset
Individual position risk metrics
Portfolio Construction
Harness the power of modern portfolio theory. Run optimisations, compare scenarios, and implement changes with confidence.
- Minimum Variance Optimisation
- Risk-Return Comparison
- Sharpe Ratio Analysis
- Risk Contribution Breakdown
Asset Allocation
Compare current allocations against strategic targets. Identify drift and rebalancing opportunities across your entire portfolio.
- Current vs strategic allocation
- Multi-asset class support
- Benchmark comparison
- Drift analysis and alerts
Macro Outlook
Stay ahead of market movements with proprietary stress indicators. Monitor volatility, credit spreads, and liquidity conditions across global markets.
- Proprietary stress indicator
- Volatility tracking
- Corporate spread monitoring
- Liquidity condition analysis
Attribution
Understand the drivers of your portfolio returns. The Brinson attribution model decomposes performance into allocation, selection, and interaction effects.
- Brinson attribution model
- Allocation effect analysis
- Selection effect breakdown
- Interaction effect insights
Tearsheet
Track your portfolio's performance against benchmarks over time. Comprehensive metrics and visualisations to monitor cumulative and relative returns.
- Cumulative return tracking
- Relative performance vs benchmark
- Daily, weekly, monthly views
- Key performance metrics
Data Explorer
Access historical market data and manage your benchmarks. Built-in tools for the quantitative analysis your strategies demand.
- Historical price data
- Custom benchmark creation
- Multi-currency support
- Index tracking tools
Report Hub
Generate professional, branded reports with a single click. Schedule automated delivery to stakeholders and maintain a complete audit trail.
Transform your portfolio data into beautifully formatted, professional reports. Our automated reporting engine creates comprehensive documents that communicate your investment story with clarity and precision.
From asset allocation breakdowns to geographical exposures, every report is tailored to your brand and delivered on your schedule.
- Automated PDF generation with branded templates
- Asset allocation and currency exposure analysis
- Geographical distribution visualisations
- Complete audit trail and version history
Manage all your reports from one intuitive dashboard
Everything you need
A comprehensive suite of tools designed for institutional excellence.
Analytics
Real-time allocation tracking and multi-dimensional analysis
Risk
VaR, stress testing, and scenario simulation
Optimisation
SAA-constrained construction and rebalancing engine
Attribution
Decompose returns and identify value drivers
Intelligence
Regime detection and cross-asset correlation monitoring
Reporting
Scheduled PDF generation with branded templates
Ready to transform your portfolio management?
Join institutional investors who trust Sentry for their risk management and portfolio analytics.