Etops Fund Monitor

Managed services for the fund industry – tailor-made

Ensure compliance with regulatory risk management requirements for investment funds with our etops Fund Monitor. Streamline risk oversight, enhance operational efficiency, and meet industry standards with a solution designed to support your risk management needs.

Regulatory Compliant

Ensure compliance with European investment fund regulations with ease.

Managed Service Product

Receive expert support in daily operations from experienced risk managers.

Everything in Sight

Handle everything from completeness checks to report generation and analysis of key issues.

Get a demo

Value at Risk (VaR)

Accurately calculate Value at Risk (VaR), including comprehensive back and stress testing, in full compliance with CSSF-18/698 and derivative regulations. Our service helps you assess potential losses under varying market conditions, providing a clear understanding of risk exposure.

Leverage

Easily calculate key leverage metrics such as the commitment approach, simple sum of notionals, AIF commitment, and gross leverage. Our product enables a detailed assessment of your leverage exposure to optimize risk management and ensure compliance with regulatory standards.

Liquidity Risk

Evaluate liquidity risk in detail, including liquidity stress testing in accordance with ESMA Guidelines. Our tool helps you understand potential liquidity risks, ensuring that your portfolio is well-prepared for adverse market conditions.

What method is used to measure Value at Risk (VaR)?

We use historical simulation to calculate Value at Risk (VaR).

Alexander Sinn

Co-Founder & CEO
47 Capital AG

By working in partnership with Etops, we can offer our families an easy to read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience.

David Schneider

COO
Verium AG

Thanks to Etops, we can professionally map the complex asset situations of our clients and offer very comprehensive reporting across all asset classes as part of our overall Verium client experience. This is highly appreciated by our sophisticated family office clients.

Anthony Gimigliano

Head Institutional Desk
Swissquote

Etops' solution allows us to save a lot of time and is efficiently designed so that we can focus on our core business. The detailed reports have significantly improved our service, providing a clear added value to our clients.

Sacha Fedier

CEO
VT Wealth Management

With just a few clicks, employees have access to all important information, giving them more time to focus on their core competencies—making well-founded, investor-focused decisions.

Latest news

Industry Insights

From Regulation to Reputation: The Deeper Impact of MiFID II

In today’s financial services landscape, trust is built not only on market performance and personalized advice, but also on transparency and adherence to regulatory standards....

News

The next milestone in forming the European WealthTech Powerhouse: Etops’ and niiio finance group’s client businesses align under the Etops brand

Etops Group AG and niiio finance group AG, two leading names in the European WealthTech industry, proudly announce a further milestone on their strategic roadmap....