Client Stories / Use Cases

Asset Owner Use Case for Portfolio Analyzer Asset Owners benefit from analyzing their funds in the same depth as their managers do: sub-factor level exposures, performance attribution and risk. Portfolio…

Asset Manager Use Case for Portfolio Analyzer Does your factor analysis software help you promote your strategies, maintain style consistency and differentiate your funds clearly? Portfolio Analyzer is a holdings-based…

Asset Owner Use Case for Peer InsightsTM We understand that the manager selection process can be time-consuming and tedious. We help you find your perfect fit quickly and easily. Peer…

Asset Manager Use Case for Peer InsightsTM With so many competing funds, how can you make yourself stand out from the crowd? How do you gain competitor insights and establish…

Asset Manager Use Case for SimilyzerTM Which funds can most easily convince your investors to switch to them because they replicate enough of your ‘secret sauce’ while offering their own?…

Asset Manager Use Case for SimilyzerTM The most dangerous risk is the one you don’t even see coming. Similyzer™ helps you defend your positioning and retain more assets. Knowing your…

Asset Owner Use Case for SimilyzerTM Researching potential managers and conducting investment due diligence is complex, time-consuming and taxing. When a manager has to be replaced quickly – for whatever…

Asset Owner Use Case for SimilyzerTM Building a well-balanced and diversified portfolio that gives you the exposures you want means sifting through thousands of potential funds to get the right…

The portfolio management team was unable to provide easy to interpret reports to internal stakeholders using existing performance analysis tools. The primary issue was the inability of the tools to…

To provide more value to clients, this asset manager required an independent way to demonstrate value beyond adhering to the investment philosophy. They needed to be able to prove investment…