Quantum Analytics

Quantum Analytics SM

A powerful web-based platform for heavy performance analytics and asset allocation including Efficient Frontier and liquidity simulation analysis.

eVestment Quantum Analytics is a dynamic, web-based solution comprised of a complete set of tools built for heavy performance analysis, screening, research, fund positioning and portfolio construction. With Quantum, you can incorporate the depth and breadth of the eVestment traditional and/or alternatives datasets – over 2,800 searchable data points – as well as third-party and custom data. Included are features such as portfolio construction, modeling and monitoring, optimization using the Markowitz Efficient Frontier allocation model, liquidity analysis and returns-based style analysis. Quantum is also complete with interactive capabilities like drag-and-drop charting, interactive profiles and personalized dashboards. 

Access Comprehensive Data

  • Access the eVestment global dataset which is comprised of over 62,000+ total traditional vehicles and alternative strategies
  • Integrate third-party datasets and allows for user-entered proprietary fund information
  • Improve efficiency and communication across your organization by using consistent data

Screen and Target Managers

  • Filter a large database in just a few clicks with our advanced search module
  • Narrow down products as you type with the ability to specify other characteristics like asset class, investment focus, strategy and geographic focus
  • Adjust sliders to select ranges of desired returns, standard deviations, skewness, kurtosis and more

Perform Fund Analysis with Interactive Profiles and Charts

  • Use the interactive profile to compare a fund’s performance by dragging and dropping benchmarks and funds into 50+ charts, as well as by viewing risk analysis, correlations and historical performance tables
  • Get a visual snapshot of your fund against benchmarks using the R, R-Squared, Alpha, Beta and other correlation calculations
  • Dynamically zoom across different economic time periods to view a fund’s performance calculated on-the-fly great for live client meetings
  • Export and save charts to a .png, .jpeg, PDF or SVG vector image for use in marketing pitch books or internal committee meetings

Improve Workflow Efficiency with a Unique Dashboard

  • Create a personalized dashboard including interactive charts, tables and peer analysis for analyzing single or multiple funds
  • Customize interactive dashboards for internal analysis, executive review and even showcase products during live investor meetings
  • Save at the firm or private level for better control and process within your firm

Conduct Advanced Fund and Peer Group Analysis

  • Use returns-based style analysis to track strategies over time, ensuring adherence to style guidelines
  • Determine if active return was a result of allocation, selection, style or timing using our optional holdings-based attribution module broken down across regions, sectors, countries and industries
  • Use an existing eVestment universe or create a peer group based on filters using our advanced search functionality
  • Simply drag and drop a peer group into an interactive fund profile to see how it compares
  • Analyze the group in any of our dynamic charts

Portfolio Construction, Analysis and Optimization

  • Build, optimize and evaluate pro forma or active portfolios
  • Save allocated portfolios and create composites that reflect historical allocation changes with options for rebalancing and backfilling
  • Assess current or proposed allocations relative to the Efficient Frontier and analyze your portfolio diversification with the correlation matrix heat map

Liquidity Profile Wizard

  • Take advantage of our easy-to-use liquidity simulation tool to view upcoming redemption possibilities and fees associated with those redemptions
  • Enter fund terms such as lock ups, redemption and notice periods, and fees to get an overview of your portfolio’s liquidity
  • Analyze when your funds will be available on a percent or currency basis
  • Export your liquidity simulation analysis to PDF for convenient reporting

Build Professional Reporting

  • Create made-to-order, client-ready tear sheets and reports by dragging and dropping tables, charts and narrative text blocks into one of many layout options
  • Choose from our library of existing templates with the ability to customize reports by adding your firm’s logo and colors
  • Refresh Excel-based reports with the click of a button without having to log in to eVestment
  • Export fund and portfolio reports to PDF
  • Implement a predictable and repeatable process to create internal or investor-facing material

"There is so much information available and so many ways to analyze the data. I rely on eVestment for my reporting needs and have often used the various calculations to demonstrate opportunities in the market for my clients."

John Schaffer
Catallyst Advisors

Read the Case Study >

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