Portfolio Analytics

Since 1993, Imagine Software has been a leading provider of investment management solutions for the global financial industry. Its award-winning enterprise product, the Imagine Trading System—and its on-demand ASP version, Derivatives.com—is a real-time integrated trading, portfolio, and risk management solution employed by thousands of buy-side and ...

BondEdge® – BondEdge allows fixed income institutional investors to proactively manage global interest rate and credit risk at the portfolio level. Clients can hone trading strategies via customizable market environment simulations, identify bets/unintended mismatches versus any of 400+ global benchmark indices (from all the major index families), respond efficiently to a variety of ...

FundManager, Linedata's flagship product aimed at the alternative investment community, offers front-to-back office portfolio management, Straight Through Processing and total scalability. Utilising a single, robust Oracle 9i database as its underlying platform, FundManager captures and processes trades across a vast array of instruments and asset classes and comes standard with the ...

Beauchamp PositionManager is a real-time position management tool, providing tick-by-tick price changes, position updates and reporting of realised and unrealised P&L, market values, risk exposure and real time net asset values (NAVs). Who For: All fund types where monitoring of real-time market movements is important. Functions: All traded products can be viewed in a single ...

DST Global Solutions provides Portfolio Accounting software that supports both global and local requirements. HiNet can be implemented worldwide across an organisation bringing the benefit of group consolidation at the centre, whilst supporting the regional demands of local offices. DST Global Solutions is well placed to provide an Investment Accounting solution to meet the needs ...

An efficient, smoothly functioning operations hub is one of the keys to success in asset management. At DST Global Solutions, we provide the technology solutions that allow buy-side firms of all sizes to optimise business-critical operations and build the platform on which their business can develop - through new instruments, new products or new markets. Leader in middle office and asset ...

PORTIA® Perform calculates precise, total portfolio, and composite-level returns and then drills down to an unlimited number of segments and security-level returns. View rates of return pre- and post-tax, principal vs. income, time vs. dollar weighted, and gross vs. net of fees - all on the same report. Combine portfolios into composites dynamically and produce GIPS-compliant composite ...

Research the financial markets in serious depth. Reuters EcoWin Pro is a powerful charting and reporting tool that taps into immense databases of primary-sourced information. As a Microsoft Windows application, it offers true flexibility for anyone involved in economic, fixed income or equity research. ...

See the financial landscape with clarity. Specially designed for investment managers, Reuters Knowledge combines accurate, timely information with productivity tools that help you to make better decisions. Whether your investment style is top-down or bottom-up, Reuters Knowledge helps you to work smarter, faster. With Reuters Knowledge - Investment Management, you can: Keep ahead of the ...

Portfolio Analytics delivers multi-currency performance attribution, sophisticated portfolio profiling, and U.S. and Global risk analysis, allowing you to keep portfolios aligned with your investment objectives and improve client retention. Tailored to an investment manager's workflow, Portfolio Analytics provides a highly interactive, configurable solution with powerful analytical tools in an ...

Datastream offers you unparalleled flexibility in analyzing and mapping historical trends and relationships using industry-renowned data. Today, thousands of analysts, fund managers, and economists rely on the easy, fast, and flexible desktop interface of Datastream. Datastream is the most comprehensive time series database. With access to an unrivalled set of historical financial content, you ...

Nelson Information has been a leader in providing information and software to the global institutional investment community for over 25 years. Nelson's product line includes MarketPlace, proprietary databases, and a full line of comprehensive directories covering all facets of the institutional investment industry. Nelson Information counts among its customers many of the premier institutional ...

Baseline combines unique presentation capabilities and integrated world-class content with robust analytical tools to accelerate investment performance.  Equity fundamental data, street research, intraday data, portfolio holdings, and proprietary data are combined into a single powerful security-evaluation application. Baseline also provides Market Action for intraday portfolio analytics, an ...

Thomson ONE Analytics is a real-time, integrated research and analytical application offering world-class content in context, combined with powerful analytical tools and intelligent navigation.  Use Thomson ONE Analytics to monitor new investment information, identify and analyze investment opportunities, and communicate your findings to your colleagues and peers. With Thomson ONE ...

StarMine Professional is a global equity data service that delivers alpha-generating intelligence you won’t find anywhere else. It’s the kind of actionable information that alerts portfolio managers and analysts to important developments before they impact portfolio performance. StarMine rigorously analyzes fundamental data and analyst activity to pinpoint potential concerns in the ...

Bloomberg ALPHA is the new Portfolio Analytics and Risk solution that offers a growing suite of sophisticated tools required by today’s global asset managers. Bloomberg ALPHA features performance attribution, characteristic and scenario analysis, with analytics that measure a portfolios performance against a benchmark. . The breadth and depth of Bloomberg’s data, combined with ...

DERIVATIVES PORTFOLIO RECONCILIATION  Ferential’s PYRAMID System offers a comprehensive solution for management oversight and independent analysis of derivative portfolios.  The Derivatives Reconciliation Module provides powerful tools for transaction reconciliation of derivative positions based on a wide range of user-defined criteria.   Reconcile Derivative ...