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Time Series Performance and Risk Analytics
Charting tools, statistical performance and risk analytics for single and rolling investment periods
Peer Group Analytics
Comparative percentiles and rankings peer group analytics
Information Management
Asset definition and classification, universe creation, custom field creation and management, benchmark management, security access settings, flexible look and feel customisation
Screening and Search Facilities
Quick search, advanced search and screening of funds and other assets
Due Diligence Management and Monitoring
Document management and investment buy/sell rules
Portfolio Analytics
Optimisation and efficient frontier analysis, correlation matrix and portfolio construction
Comparison and Reporting
Factsheet generation, batch processing, Microsoft
Excel® and Word® compatibility
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