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.
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.
Leverage ClariFI’s full set of functionality.
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.
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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.
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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.
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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.
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Screening
Quickly perform screens for immediate insight into historical screen performance
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Event Study
View an event’s effect in sectors, industries, countries with insightful drill-down analysis
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Factor Backtesting
Test historical predictions from forecast models with no look-ahead bias out of sample
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Strategy Simulation
Manage and optimize risk exposure before implementation
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Portfolio Optimization
Quickly move new investment ideas from back-testing to portfolio construction
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Portfolio Attribution
Understand the fundamental composition of investments at the portfolio and group level
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Production Scheduler
Create automation dependencies in a user-friendly “drag-and-drop” fashion