Investment Servicing
skip to content
Investment Analytics

Portfolio Analysis

Continued market uncertainty and regulatory scrutiny demand greater transparency across your portfolio. Accurate, timely information that clearly shows the drivers of your performance and risk, and monitors your investments, is more important than ever.

With our complete portfolio analysis, you’ll have the tools you need to make investment decisions that respond to market fluctuations and regulatory demands.

Comprehensive solutions for analyzing your investments

Work with us to achieve full transparency across all strategies and asset types, from traditional to private equity investment, real estate and hedge funds. Our services span the key areas of performance, risk and compliance. You can choose from a fully outsourced model or modular value-added components, for cost-effective analysis without expensive infrastructure, resources and software.

What you get is in-depth insight into multiple aspects of performance, including a top-to-bottom analysis from the portfolio level down to the asset class, sector and security. And you can access this rich data with just a couple of clicks, through our Investment Analytics Dashboard, a graphical, user-friendly online portal.