Lean on our team of specialists to provide an independent, customized analysis of portfolios, funds, separately managed accounts (SMAs) or exchange-traded funds (ETFs). This service is designed to help identify portfolio strengths and weaknesses, understand allocations, and identify gaps to potentially improve risk-adjusted returns.
Requested reports can include any/all of the following:
Individual and competing fund analysis
- Gain insights on strategy composition, risk, correlations and performance
- Identify manager complement or replacement opportunities
- Potentially improve risk-adjusted returns to strengthen investment models
Heat map
- Get a clear view of manager performance over multiple time periods via risk, return, category peer group ranking, and MPT statistical analysis
- Help ensure efficient investment decisions while confirming portfolio diversification
Model analysis
- Analyze models to identify potential sources of portfolio bias, volatility or investment overweight/underweight
- Stress-test performance during periods of extreme market volatility to better understand what clients may experience during market corrections
- Consolidate multiple investments into a high-level portfolio view