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Portfolio Analytics

Performance & Risk Analytics' global analytics and quantitative risk measures allow you to quickly, efficiently and effectively monitor the structure of your portfolio.

With Portfolio Analytics you gain:

 

  • Improved efficiency with concise, customized reports.
  • Historical trend analysis.
  • Comprehensive risk and opportunity evaluation, which isolates risk by asset, country of origin and portfolio.
  • A one-stop shopping analytical platform, which incorporates many of the world’s leading providers of security analytics.
  • Equity characteristics for any of our 12,000 global equities.
  • Fixed income characteristics for our 100,000 global debt securities.

 

Monitor your value-added investment strategies online with leading-edge tools through Workbench:

 

  • Transaction analysis.
  • Historical portfolio summary characteristics.
  • Risk exposure management tools.
  • Asset allocation monitoring.
  • eCharts.
  • Risk-adjusted performance measurement.
  • Universes. 
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