Receive instant insights on your levels and sources of performance
Understand the drivers and detractors of performance with more clarity than ever before.
- Performance contribution by any grouping including sector, region, asset class and more
- Brinson performance attribution to understand allocation and security-selection effects.
- All the ex-post statistics you need to monitor performance over multiple time intervals
Get a complete picture of your exposures, so you can make informed allocation decisions.
Instantly identify and monitor portfolio exposure to market sectors, geographic regions, currencies and more.
- Monitor changes in portfolio exposure and concentration in near real-time
- Keep track of historical exposure and visualise changes over time
- Includes delta-adjusted and duration-adjusted exposure
Keep a close eye on your trades, cash flows and fees with an integrated suite of tools.
Bring all your transactions tools under one roof:
- Confidently fulfil DTCC reconciliations with timely, accurate and complete reporting
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- Gain complete breakdowns of the fees you are being charged including management, custodian and brokerage fees
Insights to help you build institutional-grade analytics capabilities
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