Gain greater insight into your investment process and communicate the strengths behind your strategy.
Best New Data Product 2018
Voted Best New Data Product 2018 by Inside Market Data Awards.
Customize Your Dashboard
Quickly assess your daily performance relative to peer funds, ETFs, and indices.
Competitive Advantage with Analytics
Highlight your investment strategy and performance with detailed attributions.
Streamline Portfolio Monitoring
Stay on top of your reporting and monitoring with custom reports that showcase your performance.
Power your investment process with unique insights, test winning strategies, and communicate drivers of your performance.
Many investment professionals use proprietary classifications, rankings, and metrics which drive your competitive advantage. Now, you can integrate this data with Portfolio Analytics to better manage and, with easy-to-use reporting capabilities, highlight your investment strategy and performance.
Study and uncover investing signals with Alpha Factor Library, including 580+ valuation, sentiment, earnings quality, and capital efficiency factors. Integrate proprietary classifications, rankings, and metrics that highlight your investment strategy and performance.
We provide the tools and solutions for you to make decisions with confidence. Don't follow the crowd. Form your own opinion.
Streamlined Portfolio Analysis
Improve client conversations with insights into investment style and sources of risk diversification.
Flexible Reporting
Run reports on-the-fly or schedule recurring daily, monthly, and quarterly reports.
Customizable Dashboards
Quickly assess and compare your performance relative to peer funds, exchange traded funds, and indices.
Uncover Investing Signals
Unearth overlooked patterns with Alpha Factor Library, with 550+ unique investing factors.
Leverage Your Proprietary Metrics
Integrate proprietary classifications, rankings, and metrics that highlight your investment strategy and performance.
Monitor Intra-Day Portfolio Performance and Attribution
Stay on top of daily performance with readily available reporting templates.
Understand Market Factors that Impact Your Investments
Identify hidden risk exposures to currencies, regions, industries, and styles.
You're one step closer to unlocking our suite of financial information solutions and services.
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