Identify Skills
Identify your unique skills so you can do what you do well more often
Surface Patterns
Surface patterns in data that lead to high impact ideas
Avoid Risks
Customized alerts ensure that unintended risks are quickly identified and opportunities are fully monetized
Attribution
Attribution empowers the user to explore sources of return and related exposure for any product, account, or aggregation of accounts. Users can customize mappings, drilldown to positions, export charts, and download data to excel.
Team Management
Measure analyst impact and contribution to the return, volatility, and net exposure goals of your portfolio. Ensure compensation is data-driven to improve employee retention.
Portfolio Construction
Identify unintended risks based on quantitative, technical, and behavioral factors (or models).
Marketing
Understand how your portfolio performs relative to standard and custom benchmarks. Break down results into skills to highlight the unique attributes of your investment process.
