Close-up of female hand pointing at business document in working environmentWe can calculate, or compile from your system, the data which is needed for distribution through your preferred marketing channels.

Advanced Analytics

  • Portfolio/Composite analytics and risk-adjusted performance
  • Risk Analytics (Alpha, Beta, Jensen Alpha, Sharpe Ratio, Information Ratio, etc.)
  • Portfolio Characteristics (P/E, Dividend Yield, Market Cap, ROE, etc.)
  • Asset Allocation (Sector and Industry)
  • Performance Attribution
For a sample of a multi-page Advanced Analytics report please see the sample here.  For a sample Attribution Analysis report please see the sample here.