We will collect and enrich your data, undertake complex calculations and send the report where and when it is needed. This ensures that you meet your regulatory requirements and reduce reputational and compliance risks and associated costs.
Speed to market
We have a calculation engine to produce the information currently required by the PRIIPs regulation for the performance scenarios and summary risk indicators (SRI), based on fund price volatility. We are also well placed to adapt to any future changes to the regulatory technical standards (RTS),
We will undertake a data enrichment project which includes calculating various performance (return scenarios, excess kurtosis, sigma, etc.), and risk measures (SRI, VaR-equivalent volatility, etc.).
Our European PRIIPs template solution is completely flexible to suit your requirements. You can either take our core proposition – including data collection and enrichment, calculations, EPT dissemination, and reporting, or opt for a modular solution based on your specific needs.
EPT calculation and creation
We will collect the relevant data using a simple pre-existing template and run complex calculations to include the creation of performance scenarios, volatility calculations, summary risk indicators, etc., as required by the EPT.
We will help you identify who you need to send this data to and we will send it out for you in a timely and accurate manner.
Reporting/control panel monitoring
You can track and monitor who the data has been sent to through our control panel, ensuring complete transparency and regulatory compliance.