Sample report demo

THE VIDEO GIVES A DETAILED DEMONSTRATION OF A SAMPLE REPORT. THE SAMPLE REPORTS DETAILS THE LAYOUT, STYLE, INTERACTION AND SUB-REPORTS. FEEL FREE TO CONTACT US IF YOU WOULD LIKE TO SPEAK TO A QUANT REPORTS REPRESENTATIVE FOR A ONE ON ONE DEMO.

BASIC REPORTING

The reports allow the user to review the portfolios performance, risk, regression, peers and market commentary.

ALLOCATION ATTRIBUTION

The reports allow the user to review the portfolio contributions from tactical allocations, excess over a neutral allocation and other allocation models.

ASSET/STYLE CUTOUTS

The reports allow the user to review portfolio attribution and contributions by asset or style.

UNDERLYING INVESTMENTS

The reports allow the user to review and regress the portfolios underlying investment segmented by asset or style.

QUANTITATIVE REPORTING

Quant Reports has many more reports available to help build your optimal reporting outcome.

Automated fund factsheets with professional quality output

Improve client satisfaction by delivering delivering whitelabel high-impact, customized communications providing clients with the information they want, how and when they want it. Quant Reports give you the flexibility in designing, producing, and distributing reports and factsheets while leveraging automation to save time.

example of digital fund factsheet