Balanced Fund Portfolio Management

Balanced fund managers are faced with the combined complexities of, and interrelationships between, the fixed income and equity markets. In the past, their difficulties were compounded by the lack of a technology that combined fixed income and equity analysis into a single, consistent framework. Risk systems supported either equities or fixed income instruments, but not both.

The BarraOne application powered by Barra's unique Barra Integrated Model, addresses this problem by allowing the balanced fund manager to analyze the risk and exposures of both fixed income and equity portfolios in a single aggregated view. Learn more about BarraOne.