Portfolio Analyzer

Today’s financial markets run on factors, and our Style Skyline® is the most intuitive presentation of factors available anywhere. Our holdings-based skyline saves you time, money and effort by giving a clear and precise analysis of your portfolio’s exposure to the factors that matter to you most.

Factsheet for Asset ManagersUse Case: Build Trust with Your InvestorsUse Case: Confidence in Manager Selection

Underlying Sub-factors

Our detailed Style Skyline™ shows the tilts of each sub-factor you choose to include in the analysis from our library of 130+ sub-factors. We put you in control so you can tell your factor story your way.

Details Matter

Cost saving and revenue enhancing factor analysis that’s just as useful for managing the portfolio as it is for communicating with investors.

Drill down to stock level

You can drill down to see which individual stocks are responsible for your portfolio’s factor profile.

You can see how the portfolio’s factor profile has changed over time to evaluate its consistency or to understand its factor changes.

Factor tilts through time

You can see how the portfolio’s factor profile has changed over time to evaluate its consistency or to understand its factor changes.