Portfolio analytics

Institutional-grade
analytics at your
fingertips

Understand what is driving your portfolio, not just where it stands.

Inform decision making across your entire portfolio with full drill-down flexibility across performance, risk, liquidity, exposure and forecast metrics.

Book a demo Explore the analytics

MSCI

Risk engine

Any grouping

Full drill-down

Multi-asset

Public and private

Analyse in depth

Every angle on your portfolio

Performance, exposure, risk and cash flow, all computed on the same consolidated dataset.

Analytics module

Sources of performance

Understand the drivers and detractors of performance, with contribution by any grouping and Brinson attribution to separate allocation from security selection.

Analytics · Performance Inzaghi Family Consolidation

Performance / contribution view (placeholder screenshot — swap in the editor)

Institutional rigour

The depth an institution expects

Outcome: answers you can defend in an investment committee.

01 · DRILL DOWN

Group by anything

Contribution and attribution by sector, region, asset class, currency or entity.

02 · MEASURE

Full ex-post statistics

Every statistic you need to monitor performance over multiple time intervals.

03 · STRESS

Test what could happen

Historical and user-defined stress testing, shocking any factor relevant to you.

04 · FORECAST

Plan liquidity ahead

Cash flow projections built from your income, expenditure and commitments.

In the words of a client

Sesame has allowed our team to understand in-depth portfolios’ risk and performance by security, industry and numerous other factors. The analytical engine of the software is very robust, yet the product is easy to use.

Kepler Liquid Strategies

Risk engine

Risk analytics powered by MSCI

Sesame pairs MSCI BarraOne and RiskMetrics with configurable reporting, so you can understand portfolio risk in real depth:

Factor risk exposures

Identify and manage the underlying factors driving your portfolio risk.

Value-at-Risk, three ways

Parametric, historical simulation and Monte-Carlo VaR, with position and portfolio sensitivities.

Stress testing on your terms

Historical and user-defined scenarios, shocking any risk factor relevant to your portfolio.

Secure & compliant

An industry-leading standard for data security

Landytech is ISO 27001 and SOC II certified. Each client has its own physically isolated database, so you can feel confident every byte of your data remains secure.

Explore the Landytech Trust Centre