Consultants

Create your recommended manager short-list with Portfolio Analyzer’s sharp insights into each manager’s factors, ESG scores, performance attribution and risk analysis. And while we don’t really think we made due diligence a joy, we’re told that we’ve made it a lot easier.

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Consultants

Manager screening & comparisons
in one convenient place

Screening managers is easy with Peer Insights™: compare managers’ performance, risk levels and, of course, factor exposures so you can see which managers fit your clients’ investment criteria the best.

When it’s time to replace a manger or fill a new exposure mandate, Peer Insights™ finds the right funds fast.

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Consultants

ESG analysis together
with factor exposures

Institutional investors want exposures to alpha-generating factors that generate high returns from a set of responsible investments.

We let you analyze all of these in the same tool: ESG and factor exposures along with performance and risk assessments.

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