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Portfolio
Analytics
A portfolio
analysis system designed to compare the financial
characteristics of the stocks in your portfolio to
customized benchmarks or other
portfolios.
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Portfolio
Analytics is designed to provide detail and
summary information about the user's portfolios
and compare that information to the benchmark
over a specified time period. This helps explain
how the portfolio is different or similar to
benchmarks and other portfolios.
Portfolio
Analytics is a report generation program
designed to:
- Combine
research information with client holdings to
show your clients the reasons why you bought or
sold specific companies in their
portfolios
- Compare key
aggregated investment ratios such as Beta or P/E
from client portfolios with other portfolios or
benchmarks over time
- Identify
whether security selection or sector weightings
are benefiting or hindering performance versus
your benchmark
- Track
diversification over time for each
characteristic in a client portfolio by item
fractile
- Perform style
analysis
- Enhance
client and prospects communications
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Internet-Integrated
Applications
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Equity Research Products: