Streamline your investment process with S&P Global Market Intelligence and fuel your funds.
Gain greater insight into your investment process and communicate the strengths behind your strategy.
Best New Data Product 2018Voted Best New Data Product 2018 by Inside Market Data Awards.
Fuel your funds with in-depth reporting and portfolio analysis, customized to your workflow.
Communicate your alpha.
Integrate Your Own Proprietary Data. Stay Ahead of the Market.
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.
Streamline Portfolio Reporting
Improve client conversations with deep insights into investment style exposures and sources of risk. Run reports on-the-fly or schedule recurring daily, monthly, and quarterly Excel and PDF reports delivered via email or FTP with your branding.
Uncover Investing Signals
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.
Quickly assess and compare your performance relative to peer funds, exchange traded funds, and indices. Leverage an extensive library of client-ready layouts or configure custom dashboards by dragging and dropping tables, charts, graphics, and text.
Your investment process is what sets you apart.
We provide the tools and solutions for you to make decisions with confidence. Don't follow the crowd. Form your own opinion.
Leave the crowd behind.
Streamlined Portfolio Analysis
Improve client conversations with insights into investment style and sources of risk diversification.
Run reports on-the-fly or schedule recurring daily, monthly, and quarterly reports.
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.