PORTFOLIO ANALYTICS
Cutting edges performance analysis
Powerful digital charts track investment performance and highlight trends in real time.
Analyse exposure and volatility across funds, models, and asset classes to identify opportunities and manage downside risk.
Data-driven decision making
Empower managers with actionable insights backed by robust data, not just intuition.
Tactical portfolio insights
See exactly where alpha is generated — from allocation, selection, and benchmarks.
Quant Reports gives portfolio managers the analytical depth to see what drives performance, risk, and return so decisions are backed by precision, not guesswork.
Visualise portfolio diversity with an X-ray view into sector, factor, and geographic exposures.
Full attribution
Analyse performance at every level: total plan, manager portfolio, and composite across all asset classes.
Measure exposure and volatility at the manager or asset class level with clear, comparative risk breakdowns.
Understand drivers of alpha through allocation, selection, benchmark interaction, and advanced attribution models.
Identify correlations, competing assets, or emerging structural shifts before they impact performance.
Deliver clear, data-backed analytics to committee members instantly after calculations are complete.
Access a dynamic library of analytics to support research, due diligence, and investor reporting in real time.
Multi-asset tactical attribution
Fund factsheets
Create polished, compliant, and fully branded factsheets in minutes. Automate performance data and deliver investor-ready reports with ease.
Model portfolios
Simplify SMA, MDA, and IMA reporting with tailored, scalable, white-label outputs. Maintain total accuracy and consistency across every platform.
