PERFORMANCE ANALYTICS
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
EXPOSURE
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
TRANSACTIONS
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
- Take command of your cash flow and liquidity needs with a full view of your income and expenditure
- Gain complete breakdowns of the fees you are being charged including management, custodian and brokerage fees
More powerful features at your fingertips
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Resources
Insights to help you build institutional-grade analytics capabilities
Blog
Managing Underlying Risk Drivers with Multi-Asset Factor Models
In this blog, we demystify multi-asset factor models so asset owners can gain a deeper understanding of how portfolio risk can be decomposed to identify hidden risk hotspots.
Webinar
Factors for Family Offices: Seeing Portfolio Risk Through a New Lens
MSCI's Sam Rubandhas and Landytech’s Gregory Chouette and Ramis Kumar demystify risk factors and how they affect multi-asset class portfolios, so family offices can get a deeper lens into what's driving their portfolio risk.
Blog
Portfolio analytics: Why cloud solutions are the future
The need to manage large volumes of data and perform complex calculations at speed have left many firms’ legacy systems and outdated technology struggling to keep up. It’s time to take to the cloud.