Case Study: Ares Wealth Management Solutions gains clearer portfolio risk insights with Solovis Risk Pro

Ares Wealth Management Solutions manages $525 billion in alternatives with Solovis

Ares Wealth Management Solutions (AWMS), a division of global alternative investment manager Ares Management, needed to move beyond its reliance on Excel-based models to gain a more precise view of portfolio risk and diversification. The challenge was to understand exposures at both the factor and asset class level to enhance diversification and support more informed client conversations.

Solovis implemented its Risk Pro platform, which provided cross-asset factor analysis and intuitive portfolio construction tools. This allowed AWMS to build portfolios from the ground up, scale personalized analysis for its advisor network, and generate data-driven insights. As a result, the Solovis solution became a key differentiator in client conversations, enabled more thoughtful advisory discussions, and informed the firm's thought leadership content, all without requiring a significant expansion of their team.

Ares Wealth Management Solutions