eVestment Spectrum Analytics

eVestment Spectrum Analytics SM

Robust, cloud-based analytics with access to rich data across asset classes.

eVestment Spectrum Analytics is a robust, cloud-based solution with data across traditional and alternative asset classes for institutional investment screening, monitoring and peer comparison with advanced query capabilities to search on over 2,800 traditional and alternative fields. Use additional functionality to construct portfolios, allocate assets, and create charting and reporting using an interactive publishing feature to build custom fact sheets. Plus you have the option to add on features such as returns-based style analysis, automated reporting with batching and scheduling capabilities, as well as holdings-based attribution.

Spectrum also features new dynamic capabilities for exploratory research with customizable dashboards, dynamic search capabilities and interactive charting that lets you quickly alter time frames and drag and drop strategies, indexes or universes in and out of your analysis.

Access to Comprehensive Data

  • Access the eVestment global dataset which is comprised of over 55,000 traditional vehicles and alternative strategies
  • Add third-party datasets and enter proprietary fund information
  • Improve efficiency and communication across your organization by providing consistent data
  • View product information using a hierarchical structure with a master-feeder and share-class relationship to minimize data input and better reflect the way funds are analyzed by potential investors
  • Choose to make your data available to all investors or only to those you designate with our hedge fund private portal

Screen and Target Managers

  • Filter a large database in just a few clicks with our advanced search module
  • Narrow products as you type with the ability to specify other characteristics like asset class, investment focus, strategy and geographic focus
  • Slide unique visual sliders to select ranges of desired returns, standard deviations, skewness, kurtosis and more
  • Drill down to find managers and strategies using virtually any database field with advanced query, including more than 2,300 unique traditional data fields and over 500 unique alternative data fields

Improve Analysis with Cutting-Edge Technology Workflow

  • Create a personalized dashboard including interactive charts, tables and peer analysis for analyzing single or multiple funds
  • 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
  • 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

Perform Custom and Peer Anlaysis


  • Blend portfolios by combining return streams of products and indices to see overall impact
  • Export specific characteristics and calculations for multiple strategies to Excel for use in your own analysis
  • Get a complete view of the competitive landscape with over 63 calculations for advanced statistical analysis
  • Analyze how you stack up using side-by-side manager comparison, view how your strategies rank, see the fees of peers to assess fund positioning and more

Construct Portfolios

  • Build and evaluate pro forma or active portfolios
  • Save allocated portfolios and create composites that reflect historical allocation changes with options for rebalancing and backfilling
  • Analyze your portfolio diversification with the correlation matrix heat map

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
  • Export fund and portfolio reports to PDF 
  • Define a predictable and repeatable process to create internal or investor-facing material

Optional Modules

 

"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
Principal
Catallyst Advisors

Read the Case Study >

New Whitepaper:

Exploring the Challenges of Multi-Asset Class Analysis in Institutional Portfolios

Read More