Portfolio Analytics

Portfolio Analytics delivers multi-currency performance attribution, sophisticated portfolio profiling, and U.S. and Global risk analysis, allowing you to keep portfolios aligned with your investment objectives and improve client retention.

Tailored to an investment manager's workflow, Portfolio Analytics provides a highly interactive, configurable solution with powerful analytical tools in an easy-to-use graphical framework, enabling global managers to deconstruct a portfolio's sources of return. Choose country, currency, or economic/industry sectors, fundamental factors such as size, growth, and P/E, or custom schemes to determine performance drivers.

With Fund-of-Fund Analysis, understand how stock selection within each constituent fund impacts the overall fund. The U.S. and Global Risk component allows analysis and attribution of risk including market and non-market, risk attributable to common factors and industry exposures, and risk attributable to individual holdings.

With Portfolio Analytics, you can:

Access industry-leading methodology through nested attribution analysis, multi-period linking with no residual, and single or multi-currency analysis.
Evaluate performance drivers and generate innovative investment ideas.
Analyze the structure and characteristics of portfolios.
Access hundreds of global benchmarks.

Why choose Portfolio Analytics?

Tailored to an Investment Manager's Workflow: Flexible tools allow you to tailor your analysis to your investment process.
Sophisticated Attribution Analysis : Reveal the sources of performance.
Dynamic Navigation Capabilities: Interactive interface allows for seamless navigation between views, indices, and portfolios to quickly compare across benchmarks or by a portfolio's characteristics over time.
Portfolio Integration: Allows accurate, reliable, timely, and simple daily portfolio integration, with minimal ongoing effort.