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Portfolio Analytics

Your investment process is what sets you apart. Spend more time applying it with streamlined portfolio analysis and reporting.

Fuel Your Funds

Power your investment process with unique insights, test winning strategies, and communicate drivers of your performance.

S&P Global Market Intelligence integrates the industry’s most comprehensive data, sector-focused news, and world-class research tools with robust portfolio analytics and reporting capabilities – on an efficient, web-based platform. Portfolio Analytics is integrated with Alpha Factor Library, an extensive and proprietary collection of global equity selection signals, or alpha factors, used by fundamental and quantitative investors, Fund of Funds, ETF providers and other investment professionals, now includes more than 580 alpha factors for over 40,000 companies in 90 countries. Clients can validate and communicate their strategies in the context of exposures to market factors that drive investment performance and assess risk

Generate and test winning strategies relative to factor performance, uncover unique sources of risk and return with detailed analytics and style-based portfolio attribution, and communicate your portfolio performance with client-ready, custom reports, produced on a pre-set schedule or on-the-fly.

Product Screenshots

Key Features

Export any report to PDF and include your company/fund logo.
Select widgets to customize your dashboard with the most important charts and tables for your portfolios.
Enhance reports with style analysis leveraging our Alpha Factor Library.
Chart historical sector weights with our new stacked area charts.

Key Features

Export any report to PDF and include your company/fund logo.
Select widgets to customize your dashboard with the most important charts and tables for your portfolios.
Enhance reports with style analysis leveraging our Alpha Factor Library.
Chart historical sector weights with our new stacked area charts.

Try our platform.

Our products turn data into actionable insights -- and give you an edge on the competition.