Differentiate your investment strategy
The leading holdings-based portfolio analytics and visualization tool saves you time, money and effort by giving a clear and precise analysis of your exposure to the factors that matter most.
Part of the Style Analytics solution
PORTFOLIO Analyzer: Uncover the factors that set your portfolio apart
Explore differentiating factors.Demonstrate style consistency and alpha generation using independent validation on your investment style through factor analysis. Portfolio Analyzer offers 130+ factors and ESG metrics to show your differentiating factor exposures.
Customizable analysis shows a portfolio’s unique factor exposures.
Instantly see where your portfolio stands out.Our Style Skyline™ makes it simple to visually compare your factor exposures to your benchmark and validate your investment style across a range of style categories.
Style Skyline™ sets the standard for intuitive visualization.
Understand how and why factor exposures shift.Our DeltaZoom™ module pinpoints the root causes of changes in portfolio factor exposure, instantly investigating and illustrating whether these changes are caused by market movements or trading decisions at a security level or a sub fund level within a fund of funds.
DeltaZoom™ brings efficiency and accuracy in factor change analysis.
Ensure ESG is factored in.With growing demand for ESG metrics, Portfolio Analyzer includes ESG analytics and provides a side-by-side comparison alongside our traditional factors. Our Style Skyline™ includes ESG exposures for a clearer picture of where you stand.
See how you measure up on ESG.
FACTOR ANALYSIS
Explore differentiating factors.Demonstrate style consistency and alpha generation using independent validation on your investment style through factor analysis. Portfolio Analyzer offers 130+ factors and ESG metrics to show your differentiating factor exposures.
Customizable analysis shows a portfolio’s unique factor exposures.
INTUITIVE VISUALIZATION
Instantly see where your portfolio stands out.Our Style Skyline™ makes it simple to visually compare your factor exposures to your benchmark and validate your investment style across a range of style categories.
Style Skyline™ sets the standard for intuitive visualization.
FACTOR CHANGE ANALYSIS
Understand how and why factor exposures shift.Our DeltaZoom™ module pinpoints the root causes of changes in portfolio factor exposure, instantly investigating and illustrating whether these changes are caused by market movements or trading decisions at a security level or a sub fund level within a fund of funds.
DeltaZoom™ brings efficiency and accuracy in factor change analysis.
ESG ANALYTICS
Ensure ESG is factored in.With growing demand for ESG metrics, Portfolio Analyzer includes ESG analytics and provides a side-by-side comparison alongside our traditional factors. Our Style Skyline™ includes ESG exposures for a clearer picture of where you stand.
See how you measure up on ESG.
Portfolio analytics start with factors
Portfolio Analyzer, part of the Style Analytics solution, provides powerful analytics on your portfolio’s factor exposures, performance attribution and risk. Its intuitive visualizations bring your factor analysis to life through our industry-leading Style Skyline™. Additional modules unpack the “how” and “why” of exposure shifts and simulate rebalancing choices. Uncover your differentiating factor profiles for effective investor communications.
130+ factors allow you to pinpoint your differentiators.
Style Skyline™ – the industry standard of intuitive visualization of factor exposures.
ESG data is integrated for side-by-side comparison.
Analytics instantly uncover the reasons behind factor exposure changes.
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Demo Portfolio Analyzer
If you have a question or need more info, we would be delighted to speak with you.
Investment Metrics, a Confluence Company, is a global leading provider of investment analytics, reporting, data and research solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.
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