Your investment process is what sets you apart. Spend more time applying it with streamlined portfolio analysis and reporting.
Portfolio Analytics provides insight into your portfolio composition and the active decisions that drive performance, and simplifies the creation of client-ready performance, risk, style, and characteristics reports.
Attribute absolute or benchmark relative performance of equity portfolios for clear reporting of investment results. Access detailed views to assess your portfolio's weights and characteristics. View portfolio systematic and specific ex-ante and ex-post risk through the prism of a risk model, and decompose portfolio risk and return to risk model factors.
Begin with a pre-built template, then configure custom dashboards and reports by dragging and dropping tables, charts, graphics, and text – plus, apply your own corporate branding. Tailor reports for various audiences to ensure the right information is communicated to the right stakeholders. Run reports on-the-fly or schedule them for recurring dates in the future.