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Equity Research Products: • Internet-Integrated • PC-Based • Web-Based Equity Analysis Data: • Current • Historical Data Delivery Options: • Dial-Up • CD-ROM • FTP/Internet Backtesting • Backtesting Guide • Glossary • Stump The Quant! Subscription Info

Portfolio Analytics A portfolio analysis system designed to compare the financial characteristics of the stocks in your portfolio to customized benchmarks or other portfolios. 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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