Investment Analytics

Cloud-hosted & On-site Solutions for Performance, Attribution, Return/Risk Analysis & GIPS® Composite Management

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Cloud-hosted solutions powered by AWS

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On-site bolt-on analytics & data management

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APIs for our analytical engines

Performance & Attribution


Developed by experts in the field to provide precision and economically meaningful analytics.

  • Compare fund and benchmark data
  • Ensure accurate performance
  • Deploy Brinson (BHB, BF or Advanced) attribution analysis
  • Analyze any investment strategy with universal asset coverage

Ex-Post Return & Risk Analytics


Perform ex-post return and risk characteristics analysis for any given stream of returns.

  • Measure a strategy's alpha
  • Calculate Modern Portfolio Theory (MPT) risk statistics
  • Evaluate any periodicity
  • Determine risk-adjusted returns

Composite Management


Simplify and automate composite management.

  • Build and test unlimited number of composites
  • Generate daily, monthly, or any custom period composites
  • Enjoy end to end automation of composite creation and reporting
  • Simplify process to get verified

Enterprise Data Management


Innovative and powerful solutions which helps
solve real-world business challenges.

  • Implement our solutions rapidly
  • Connect and deploy multiple data sources in any readable format
  • Streamline workflow and data validation
  • Enhance productivity and efficiency throughout your operation

Reporting


Explore and collaborate using
state of the art visualization tools.

  • Create dynamic and interactive web-based reports
  • Impress your clients with next generation reports
  • Customize reporting to address real world challenges
  • Batch reporting to automate creation and distribution