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Flexible Style, Risk, and Performance Appraisal Software
for
EQUITY
portfolios. Holdings-based and returns-based portfolio analysis covering
62 markets and over 60,000 securities. Comprehensive reports communicate
the key aspects of portfolio Style, Risk, and Performance for individual
portfolios and funds of funds. The service also includes a
Fixed Income Reporting Module
covering over 120,000
BOND
issues in 24 currencies, delivering structure and risk analysis of fixed
income and balanced portfolios. |
A Funds Competitor Evaluation Platform
for the management and positioning of mutual funds invested in the UK,
US, Japan, across Europe, Asia, the Emerging Markets and Global
Markets. The service, used by fund of fund managers, advisors and fund
managers, facilitates the user definition of tailored peer groups and
highlights how individual managers have behaved through time relative to
competitors and against the return patterns of basic fundamental
factors, market sectors and Styles. |
An
Internet-Based Equity Research Facility
to specify, run, and statistically verify Style-based and factor-based
research enquiries. Users can investigate the relevance of potential
investment strategies (including a comprehensive variety of selection,
weighting and rebalancing techniques) and design, construct and maintain
specific performance benchmarks. This service also offers direct access
to the Style Research 20+ year database of security level equity
information across 62 markets. |
