Asset Owners benefit from analyzing their funds in the same depth as their managers do: sub-factor level exposures, performance attribution and risk. Getting granular factor analysis for each fund on its own lets the allocator fit the pieces together for better positioning in our dynamic markets.
Asset Owners
Save Time and Money with Similyzer™
Manager selection just got a whole lot faster and easier with our holdings-based Similyzer™ module which allows you to identify all the funds with the characteristics you care about.
Asset Owners
Fund-of-Funds factor analysis to see how managers interact in concert
Each fund in a multi-manager portfolio interacts with all the other funds to create the overall factor exposure.
Portfolio Analyzer gives you the factor profile of each sub fund individually as well as the factor profile of the entire fund so you can build exactly the factor exposures you want.
Asset Owners
ESG matters at the manager level and at the overall Fund-of-Funds level
Just like factors interact between managers, so do ESG scores.
Our Asset Owner clients get their ESG analytics and factor tilts for all levels – manager level through fund level for a complete and comprehensive view of their exposures.
Asset Owners
Select the best-of-breed funds based on the criteria that matter to you most
Picking managers that stand out from the crowd is easy when you know where to look.
Peer Insights dives into driving factors for over 27,000 funds each month based on their current and historical holdings to give you a crystal clear view of how your managers stack up against their competitors.
