Portfolio Analytics (Analytics, Performance, Attribution, Risk, Quant, GIPS, Client Reporting)
Overview
FactSet's integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation portfolio analytics, performance, and attribution, you get an unparalleled combination of portfolio equity and fixed income analytics, data concordance management, workflow capabilities, and data distribution for internal and external clients.
Key Features
Portfolio Analytics:
- Unique Content
- Performance Drivers
- Performance & Attribution
- Flexible Reports
- Connected Teams
Risk Analytics:
- Risk Models
- Risk Over Time
- Stress Testing
- Optimized Portfolios
- Connected Teams
Quantitative Research:
- Portfolio Simulation
- Backtesting
- Characteristics Analysis
- Portfolio Optimization
- Data Exploration
Performance Measurement & Attribution:
- Relative & Absolute Performance
- Attribution Models
- Integrated Data
- Returns Analysis
- Reporting & Distribution
- GIPS Compliance
Client & Portfolio Reporting:
- Trusted Analytics
- End-to-End Reporting
- User-Empowered or Managed Services
- Consistent Branding
- Oversight and Approvals
- Commentary in Seconds
Key Benefits
Portfolio Analytics:
- Understand composition and risk.
- Feed your workflows with unique content.
- Find what’s driving portfolio performance.
- Support your performance and attribution workflows.
- Create reports that reflect your process.
- Connect data and analytics across teams.
Risk Analytics:
- Understand your portfolio’s true risk.
- Measure risk over time.
- Stress test and shock your portfolio.
- Construct optimal portfolios.
- Connect data and analytics across teams.
Quantitative Research:
- Research investment ideas.
- Find the factors that drive performance.
- Identify signals of alpha and risk.
- Construct optimal portfolios.
- Instantly evaluate new datasets.
Performance Measurement & Attribution:
- Evaluate relative and absolute performance.
- Make more informed decisions.
- Integrate data across the front and middle office.
- Find and highlight your unique value.
- Deliver critical information efficiently.
- Maintain GIPS compliance.
Client & Portfolio Reporting:
- Include robust, trusted analytics.
- Answer all reporting requirements with your best brand forward.
- Choose user-empowered or managed reporting services.
- Distribute reports in any format across any destination.
- Give power—with oversight—to your sales team.
- Reduce commentary creation time from weeks to seconds.
Media
Brochures
- Portfolio Analysis
- Fixed Income Portfolio Analysis
- Client Reporting Solutions
- B-One Performance Solution
White Papers
- Flexible Benchmark-Relative Return Method for Fixed Income Portfolios
- The Performance Function Reshaped
- Demystifying Fixed Income Attribution
- Quantitative Portfolio Management
Videos
製品/サービス名 details
SOLUTION OR SERVICE TYPE