The material on this site is for financial institutions, professional investors and their professional advisers. It is for information only. Please read our Terms & Conditions, Privacy Policy and Cookies before using this site. Please see our Subscription Terms and Conditions.


All material subject to strictly enforced copyright laws. © 2022 Euromoney, a part of the Euromoney Institutional Investor PLC.

Best site for portfolio analytics: UBS Warburg

UBS Warburg allows only its top-tier clients to use CreditDelta, its portfolio analytics tool, and it's clear why. The site is a culmination of years of work and investment, combined with an excellent repository of historical data to easily create the best tool of its kind. This is not the kind of site that the bank would give access to just anyone who asked.

The site is not a usual relative value tool, of which several banks can demonstrate excellent examples. It is also not a usual index site, which again is an area that is well served on the web. Instead it is a powerful portfolio risk management tool that is now so well regarded that fund managers are willing to pay sizeable amounts of money - in the hundreds of thousands of pounds - to use it. Soon it may become a requirement for fund managers to have it, if they want actuarial consultants to recommend them to pension funds.

The historical data is based on a database of 110,000 securities, including credit default swaps, interest rate swaps, FRNs and index-linked bonds. The database covers issues in euros, sterling, US dollars, yen and Swiss francs.

You have reached premium content. Please log in to continue reading.

Read beyond the headlines with Euromoney

For over 50 years, our readers have looked to Euromoney to stay informed about the issues that matter in the international banking and financial markets. Find out more about our different levels of access below.

SUBSCRIBE ONLINE TODAY

Unlimited access to Euromoney.com and Asiamoney.com

Expert comment, long reads and in-depth analysis interviews with senior finance professionals

Access the results of our market-leading annual surveys across core financial services

Access the results of our annual awards, including the world-renowned Awards for Excellence

Your print copy of Euromoney magazine delivered monthly

£73.75 per month

Billed Annually

FREE 7 DAY TRIAL

Unlimited access to Euromoney.com and Asiamoney.com, including our top stories, long reads, expert analysis, and the results of our annual surveys and awards

Sign up to any of our newsletters, curated by our editors

LOGIN NOW

Already a user?

We use cookies to provide a personalized site experience.
By continuing to use & browse the site you agree to our Privacy Policy.
I agree