Opturo Partners With Exchange Data International To Offer Firms Cost-Effective Robust Investment Analytics

How should a performance modeler address the following?Is the return of a short, considered itself as a financial instrument or derivative investment vehicle, the return of its underlying (i.e., the shorted holding), implying that when the short loses money that “the return of the short” itself is positive? That is, if a short lost money…

Ever faced the challenge of accurately allocating performance to sub-portfolios or sleeves within a larger strategy? It's more common than you think—and it can lead to major insights (or blind spots) in your analytics. That's where SAYS from Opturo steps in. Our Carve-out Allocation feature enables firms to precisely extract and assign portfolio performance across…

What if I invested by first doing an allocation among countries and then an allocation among sectors within countries, could I evaluate my sector allocation using a single-allocation Brinson model?See the paper and Excel example in Opturo's newsroom.