Powerful analytics built on comprehensive data
Conduct your analysis using the #1 database for the institutional investment community. With Analytics, investors and consultants can research asset managers that meet their needs along with tools for ongoing monitoring, building and optimizing portfolios, managing risk and creating reports. Asset managers can learn to better position funds and create customized marketing materials.
Explore our full Analytics capabilities below. Our specialists will work with you to discover which are the most relevant for your needs.
“We use the system to generate manager profiles which include many different statistical charts. It’s also easy to compare managers by building a peer universe.”
– Vice President, Global Insurance Company
“Analytics is very flexible and offers us the ability to do things we would have just done without in the past. I can tell you we are far better off today with it as a tool.”
– Partner & Director of Client Portfolio Services, LSV Asset Management
Research across traditional and alternative strategies using thousands of data points. Integrate third-party datasets or user-entered fund information to include in your analysis.
Gain a complete view of the competitive landscape. View side-by-side manager comparisons, see how strategies rank compared to peers, assess fund positioning and more.
Compare a fund’s performance by dragging and dropping benchmarks and funds into interactive charts, as well as by viewing risk analysis, correlations and historical performance tables.
Monitor ongoing performance, personnel changes and other characteristics as needed. Run risk and regression analytics, efficiency, value-at-risk and many other calculations.
Create actual or hypothetical portfolios for use in your analysis. Create composites that reflect historical allocation changes with options for rebalancing and backfilling.
Assess allocations relative to an Efficient Frontier and analyze your portfolio diversification. Use Monte Carlo simulation to better predict probable outcomes for risk, return and asset growth.
View upcoming redemption possibilities and associated fees. Enter fund terms such as lock ups, redemption and notice periods, and fees to get an overview of your portfolio’s liquidity.
Customize client-ready fact sheets, presentations and reports by dragging and dropping tables, charts and narrative text blocks into many layout options. Customize and easily export to PDF.
Batching & Scheduling
Streamline reporting needs and increase productivity. Efficiently produce reporting or fact sheets for clients, investment committees, internal analysis or finals presentations.
Returns-Based Style Analysis
Track the style of investment vehicles across time in relation to market factors. View data in the form of style allocation bar charts, allocation area graphs and style drift maps.
Use tailor-made factor models, risk budgeting and user-defined stress tests to create a comprehensive report that breaks down your portfolio’s risk and return components.