Best site for portfolio analytics: UBS Warburg
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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.

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