Portfolio Income Forecasting: Tracking and Analytics
Finding it challenging to keep track of realized and forecasted portfolio income?
Our Portfolio Income Forecasting (PIF) tool is designed to help fund administrators, tax teams and portfolio managers forecast portfolio income and track changes throughout the year. It also provides portfolio level analytics as well as constituent-level breakdowns to provide granular insights which can be shared through our automated reporting feature.
Learn more about our income forecasting service
- Track both realized and forecasted income for multiple portfolios all in one place
- Leverage S&Ps extensive suite of products to handle income from almost any type of security
- The tool can automate the generation of fund level income reports to cut down on mundane tasks
- Our tool provides additional analytics and the ability to compare data from previous periods.
Request a trial
Sign up now to receive access to our tool to get accurate income forecasts and the portfolio analytics needed to make decisions with confidence.