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Investment Analytics

Investment Portfolio Analysis

Data and analytics are among your most powerful tools to help improve earnings, manage risks and meet evolving regulatory requirements. But the speed, sophistication and volume of today’s information influx has created complex data management challenges. As you look to understand performance drivers and make strategic business decisions, you need more than standard reporting, querying and information delivery tools.

With Active Analytics, our investment portfolio analysis tool powered by DataGX, you can quickly explore insights and connect to the information that’s most relevant to your business. Our solution expands on the breadth of data managed within our performance measurement offering, delivering access to interactive dashboards, role-based performance analytics, customized reporting and manager oversight tools.

Powerful Data, Analytics and Reporting On-Demand

Transform your data into valuable information with our investment portfolio analysis service. With the ability to combine and view multiple variables at the same time, Active Analytics will provide you with greater transparency to make better-informed, timely decisions. Active Analytics allows you to dynamically monitor investment activities and gauge the results of various strategy decisions with what-if scenario analysis. Data pivoting will help you spot trends, analyze the impact of evolving market conditions and gain insight into underlying performance drivers across regions, sectors or industries.

Our intuitive user interface lets you explore and analyze multi-dimensional data within seconds. By building aggregations and overlay data sets on visualizations, you can customize content, create visual analytics, change parameters and generate shareable reports.