ClariFI® | S&P Global Market Intelligence

ClariFI®

Alpha research and portfolio management designed with quantitative investment managers in mind.

ClariFI^® gives you the ability to access data libraries through a hosted or locally installed environment; powerful analytics and content in a single platform.

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Leverage ClariFI’s full set of functionality.

Streamline Your Workflow

Integrate screening, backtesting, portfolio construction and optimization, and more into a cohesive workflow process.
Visual Query Language

Eliminate the need to learn a programming language without sacrificing model or strategy complexity.
Data Management

Quickly and reliably integrate, construct, and organize complex data sets in a visual fashion—without having to work with a programming language – by leveraging ClariFI’s data management tool.

Generate and test ideas with ClariFI^®.

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Automate research and production activities.

Automate all modules without the need for scripting or the assistance of IT personnel with ClariFI’s production scheduling functionality.

Backtesting & Alpha Research

Easily test a variety of single or combined signals and incorporate results downstream in your investment process. Run single or multi-factor tests to understand the predictive power of factors.
Strategy Simulation

Gain deep insight into an investment strategy’s historical performance by incorporating existing models into a simulation environment. Build long-only or long-short portfolios in a realistic fashion, including detailed trade-by-trade performance of rules based or optimization strategies, with ClariFI’s strategy simulation functionality.
Portfolio Attribution

Identify sources of portfolio return and risk with ClariFI’s flexible, easy-to-use portfolio attribution tool. Calculate portfolio return and risk contribution across standard and custom groups. Automate performance reporting across multiple portfolios and key holding periods.

Reduce time-to-market, without compromising the complexity and uniqueness of your investment strategies.

ClariFI’s Visual Query Language eliminates the need to learn a programming language without sacrificing model or strategy complexity.

Quickly build, test, and implement new models.
Screening

Quickly perform screens for immediate insight into historical screen performance
Event Study

View an event’s effect in sectors, industries, countries with insightful drill-down analysis
Factor Backtesting

Test historical predictions from forecast models with no look-ahead bias out of sample
Strategy Simulation

Manage and optimize risk exposure before implementation
Portfolio Optimization

Quickly move new investment ideas from back-testing to portfolio construction
Portfolio Attribution

Understand the fundamental composition of investments at the portfolio and group level
Production Scheduler

Create automation dependencies in a user-friendly “drag-and-drop” fashion