BY CONTINUING TO USE THIS SITE, YOU ARE AGREEING TO OUR USE OF COOKIES. REVIEW OUR PRIVACY & COOKIE NOTICE
X
HOME > Client Solutions > Products > Products > Portfolio Analytics
Portfolio Analytics

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

Overview

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.

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.