Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail.
Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease.
- Investment Screening
- Returns Based Style Analysis
- Holdings Based Style Analysis
- Attribution Analysis
- Fact Sheet Automation