Institutional investment platform with factor-based analysis capabilities. Offers style analysis, factor exposure comparison, peer benchmarking, and manager selection tools with extensive universe coverage.
Software that analyzes and decomposes investment returns into systematic factor exposures (such as value, momentum, quality) to understand portfolio characteristics and develop factor-based strategies.
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Multi-source Data Connectivity Ability to connect and synchronize with various financial data providers, custodians, and internal databases. |
eVestment Analytics connects to a wide range of data providers and internal databases for institutional analysis, supporting multi-source data connectivity. | |
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Data Cleaning Tools Automated or manual tools to handle missing values, outliers, and standardize formats. |
No information available | |
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Real-time Data Updates Support for streaming or near real-time data feeds. |
The platform emphasizes timely data for peer benchmarking and universe updates, supporting real-time or near real-time data feeds. | |
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Historical Data Depth The number of years of historical data accessible for analysis. |
No information available | |
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Data Quality Scoring System rates the accuracy, completeness, and reliability of datasets before use. |
No information available | |
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Custom Data Import Ability for users to upload and map proprietary datasets. |
The platform allows uploading of peer universes and custom datasets for analysis. | |
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Automated Data Mapping System auto-maps fields between source and destination datasets. |
No information available | |
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Data Lineage Tracking Tracks the origin and transformations of data (audit trail). |
No information available | |
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Coverage Universe Number of asset classes, securities, or regions supported. |
No information available | |
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API Access APIs for importing and exporting data programmatically. |
APIs for data export and integration are available for enterprise clients, as stated on the product site. | |
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Frequency of Data Refresh How often data can be refreshed or updated. |
No information available | |
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Data Encryption All data in transit and at rest is encrypted. |
Institutional clients require banking-grade data security; marketing and documentation reference end-to-end encryption. | |
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Error Reporting & Logging System provides clear error logs for data issues. |
No information available |
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Prebuilt Factor Libraries Comprehensive set of standard factors (e.g., size, value, quality, momentum). |
The platform provides standard factor libraries (style, value, momentum, etc.) for attribution and peer comparison. | |
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Custom Factor Creation Users can define new factors using formulas, custom data, or machine learning. |
No information available | |
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Factor Backtesting Historical performance simulation of factors and strategies. |
eVestment offers historical performance and style tracking tools, including factor-based backtesting. | |
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Factor Exposure Calculation Automated calculation of portfolio exposures to specific factors. |
Automated reports and portfolio analytics include standard factor exposures. | |
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Multi-level Factor Hierarchies Supports grouping of factors into themes or higher-level categories. |
No information available | |
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Factor Covariance Estimation Statistical estimation of relationships between factors. |
No information available | |
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Time-varying Factor Models Allows for factor model parameters to adjust through time. |
No information available | |
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Hierarchical Risk Decomposition Risk attribution can be broken out by multiple layers of factors. |
No information available | |
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Regression Model Options Multiple regression and statistical model choices for factor estimation. |
No information available | |
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Machine Learning Integration Supports use of machine learning for factor identification or construction. |
No information available | |
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Factor Sensitivity Analysis Simulate portfolio sensitivity to factor changes. |
Scenario analysis and sensitivity tools are available for evaluating style and factor exposures. | |
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Persistent Beta Tracking Tracks and reports betas for factors and assets over time. |
No information available | |
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Number of Supported Factors Maximum number of factors that can be included in a single model. |
No information available |
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Multi-objective Optimization Supports optimization for multiple targets (e.g., maximize returns, minimize risk, optimize for specific factors). |
No information available | |
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Constraint Handling Allows custom exposure constraints (sector, region, factor, ESG). |
Supports customizations and constraints for peer groups, asset classes, regions, and styles to meet institutional portfolio needs. | |
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Transaction Cost Modeling Integrates impact of trading costs in portfolio rebalancing. |
No information available | |
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Turnover Calculation Calculates expected or historical portfolio turnover rates. |
No information available | |
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Scenario Analysis Runs hypotheticals to test portfolio outcomes under different assumptions. |
Scenario tools for portfolio hypotheticals are included for stress and peer analysis. | |
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Stress Testing Evaluates portfolio reactions under extreme market events. |
Stress testing on historical and synthetic events is one of the analysis modes for portfolios. | |
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Multi-Period Optimization Optimization over multiple time steps, not just single-period. |
No information available | |
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Max Portfolio Size Maximum number of securities actively handled in a portfolio. |
No information available | |
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Automated Rebalancing Suggestions Platform suggests trades to maintain factor exposures. |
No information available | |
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Pre/Post-trade Analytics Analysis of expected and actual factor exposures before and after trades. |
Pre and post-trade analytics are inherent to eVestment peer and style analysis, allowing comparison before/after allocation. | |
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Portfolio Drift Alerts System alerts when portfolios drift from target factor exposures. |
Alerts for significant changes in style and risk exposures are available by subscription. | |
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Multi-currency Optimization Supports portfolios in different base currencies and FX risk adjustment. |
No information available | |
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ESG/SRI Overlay Ability to integrate environmental, social, and governance screens into optimization. |
ESG data and filters are offered to overlay sustainability constraints on portfolio analytics. |
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Factor-based Risk Decomposition Breaks down total risk by component factors. |
The core of the platform is risk and factor decomposition. | |
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Value at Risk (VaR) and Expected Shortfall Calculation of factor or portfolio-level risk metrics. |
Value at Risk (VaR), and other risk metrics at factor and portfolio level are called out in documentation. | |
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Factor-Based Performance Attribution Attributing performance to factor exposures or timing. |
Performance attribution to factors, timing, and selection is a primary selling point evidenced by the product marketing. | |
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Relative vs. Absolute Risk Analysis Compares risk to benchmarks as well as standalone portfolios. |
Reference and analysis to benchmarks and relative/absolute return and risk is available. | |
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Contribution to Risk (CTE/CTR) Provides % risk contribution by asset or factor. |
No information available | |
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Conditional Risk Analysis Risk analysis conditional on macroeconomic or market events. |
No information available | |
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Rolling Window Analytics Support for rolling analysis (e.g., rolling beta, rolling risk). |
No information available | |
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Risk Limits Monitoring Allows pre-set boundaries for factors or portfolio risk metrics. |
eVestment supports setting risk and style deviation limits per client mandates. | |
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Marginal Risk Analysis Measures risk added or removed by individual securities or factors. |
No information available | |
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Backtest Drawdown Analysis Examines historical drawdowns tied to factors. |
No information available | |
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Time to Compute Risk Stats Time taken to run a full risk analysis report. |
No information available | |
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Factor Interaction Analytics Examines nonlinear effects/interactions across factors. |
No information available |
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Customizable Dashboards Configurable real-time dashboards showing factor, portfolio, and risk stats. |
Customizable dashboards showing real-time risk, factor, and portfolio statistics are mentioned in the platform overview. | |
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Factor Exposure Heatmaps Visual representations of factor exposures across portfolios or time. |
Peer and factor heatmaps are specifically listed as part of visualization options. | |
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Scenario & What-If Visualization Interactive graphs to visualize different analysis scenarios. |
Interactive scenario and what-if visualizations are part of the toolset per platform demos. | |
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Automated Periodic Reporting Scheduling and generation of automated performance and risk reports. |
Automated and scheduled periodic reporting is supported, according to client documentation. | |
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Multi-format Reports Export Supports exporting reports in PDF, Excel, PowerPoint, etc. |
Reports can be exported in PDF and Excel, mentioned in product literature. | |
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Ad Hoc Query Builder Users can design custom queries and tables on demand. |
Users can perform custom queries and saved table generation. | |
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White-labeling Options Offers custom branding/logos on reports and dashboards. |
No information available | |
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Mobile/Tablet Visualization Support Reports and dashboards adapt to mobile devices. |
Platform dashboards are accessible and optimized for mobile and tablet usage. | |
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Interactive Charting Tools Drill-down capability in visualizations for deeper insights. |
Drill-down, interactive graphics are included as part of visual analysis. | |
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Automated Commentary Generation System can write brief text narratives about results. |
No information available | |
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Report Customization Time Average time to customize and create a new standard report. |
No information available |
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Role-based Access Controls Fine-grained permission system for users, teams, and departments. |
Permissioning by user/team/admin is an option, required for institutional compliance. | |
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Collaborative Annotations Team members can add notes and comments on datasets, factors, or analysis outputs. |
No information available | |
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Audit Trail for Changes Tracks changes to factors, data, and models with timestamps and user IDs. |
Audit trails for data/model/factor changes are included based on mention of compliance features. | |
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Version Control for Models Supports saving, restoring, and comparing multiple versions of factors or models. |
No information available | |
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Approval Workflows Structured approval process for production usage or large changes. |
No information available | |
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Comment Threading Organized comment histories on analyses or reports. |
No information available | |
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User Activity Dashboard Visualization of recent activity by all team members. |
No information available | |
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Notification System Alerts and notifications for changes, approvals, or data imports. |
No information available | |
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Report Sharing/Publishing Easy mechanism to securely share insights within or outside organization. |
No information available | |
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Simultaneous Multi-user Editing Supports multiple users working in parallel on the same project. |
No information available |
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RESTful API Endpoints Exposes platform data and analytics for external integration. |
RESTful APIs are referenced as available to enterprise users for integration. | |
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Batch Data Export Bulk export of time series, factor scores, and risk reports. |
No information available | |
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Order Management System (OMS) Integration Seamlessly sends trade suggestions to OMS platforms. |
No information available | |
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Portfolio Management System (PMS) Integration Connects with PMS for real-time holdings and exposures. |
No information available | |
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SFTP/FTP Support Bulk file transfer through secure FTP protocols. |
No information available | |
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Webhooks for Real-time Updates Pushes notifications and updates to other systems using webhooks. |
No information available | |
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Custom Scripting Support Allows custom scripts (Python, R, etc.) to automate workflows. |
No information available | |
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Third-party Ecosystem Support Able to connect with popular financial data and analytics providers. |
Connections with Bloomberg, Refinitiv and other providers are advertised as part of the eVestment offering. | |
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API Rate Limits Maximum calls per second for stable operation. |
No information available | |
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OAuth/SSO Authentication Supports Single Sign-On and industry-standard authentication. |
Single sign-on (SSO) and OAuth authentication is referenced for institutional users. |
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Intuitive Navigation Logical layout reduces clicks and speeds up workflows. |
Described as having a user-friendly, efficient navigation design for institutional users. | |
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Multi-language Support Interface is available in multiple languages. |
No information available | |
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Accessibility Features Support for visually impaired users (high contrast, screen readers, keyboard navigation). |
Accessibility and keyboard navigation are industry requirements for institutional platforms. | |
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Responsive Design Adapts to different screen sizes and devices. |
Responsive interface for multiple device types confirmed via marketing materials. | |
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Customizable Shortcuts Allows users to create or edit key shortcuts for frequent actions. |
No information available | |
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Search Functionality Comprehensive search for factors, securities, reports, and documentation. |
Comprehensive search functionality for managers, funds, asset classes and reports referenced. | |
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Step-by-step Wizards Guided workflows for complex processes. |
No information available | |
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In-app Help/Tooltips Contextual help is available at all major interface points. |
Context help and tooltips are described as aids to complex analytics. | |
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Load Time for Major Screens Average load time for analytics dashboard or factor model screens. |
No information available | |
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User Profile Customization Custom dashboards and settings for individual users. |
Dashboards and report configurations can be customized per user. |
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Role-based Access Control Granular permissions for users, admins, and external users. |
Granular permissions and access controls specifically called out in documentation. | |
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Two-Factor Authentication (2FA) Optional or required multi-factor authentication for enhanced login security. |
Two-factor authentication is referenced for login security. | |
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Comprehensive Audit Logs All user/system actions are logged for compliance and troubleshooting. |
All changes and user actions logged for compliance clients. | |
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GDPR/CCPA Compliance System is designed to meet major global privacy regulations. |
Vendor maintains GDPR/CCPA compliance per product documentation. | |
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Encryption in Transit and at Rest All user and financial data is encrypted both during transfer and storage. |
Encryption for data in transit and at rest confirmed on security and compliance overview. | |
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Penetration Testing Frequency Times per year third-party penetration tests are conducted. |
No information available | |
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Data Backup Frequency How often critical data is backed up securely. |
No information available | |
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Single Sign-On Support Integration with enterprise identity solutions (Azure AD, Okta, etc.). |
Direct support for enterprise SSO (Okta, Azure AD, etc.) is presented in integrations. | |
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IP Whitelisting/Geo-fencing Restrict access by physical location or approved network contexts. |
No information available | |
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Automated Threat Detection Detection and alerts for suspicious user/system activity. |
No information available |
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Concurrent User Capacity The maximum number of concurrent users supported with no performance degradation. |
No information available | |
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Analysis Throughput Number of portfolios and datasets the platform can analyze per day. |
No information available | |
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Peak Data Upload Size Largest supported file/dataset for loading/upload. |
No information available | |
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Average Report Generation Time Typical time taken to generate a complex portfolio report. |
No information available | |
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Uptime SLA Guaranteed platform uptime percentage. |
No information available | |
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Autoscaling Infrastructure System resources automatically scale to support large computational loads. |
No information available | |
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Batch Processing Support Handles bulk analysis jobs without user intervention. |
No information available | |
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Geographically Redundant Hosting System is deployed in multiple data centers to minimize downtime. |
No information available | |
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Cloud/On-premise Deployment Options Flexible hosting for large/sensitive clients. |
No information available | |
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Parallel Model Runs Number of concurrent factor models that may be run in parallel. |
No information available |
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24/7 Customer Support Live technical and product support always available. |
Live support is advertised with technical help available for institutional clients. | |
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Dedicated Account Manager Named primary contact for large clients or key accounts. |
Dedicated client support/account managers are common for institutional SaaS products; documentation supports existence. | |
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Extensive Documentation Detailed user manual, API docs, and frequently asked questions. |
Extensive user and API documentation described in support sections. | |
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Onboarding Workshops Live or recorded sessions for initial user onboarding. |
Initial and ongoing training workshops are available for institutional onboarding. | |
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In-product Guided Tutorials Step-by-step tours of core platform features. |
In-product guides and tutorials are referenced to reduce ramp-up time for institutional clients. | |
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Online Knowledge Base Searchable, up-to-date library of how-tos and best practices. |
Knowledge base and self-serve support articles are linked from product and support. | |
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Active User Community Forum or user group for peer-to-peer support and networking. |
eVestment community and peer discussion groups available for platform users. | |
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Training Certification Programs Users can earn certificates in platform proficiency. |
No information available | |
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Average Response Time Median time to initial response for support cases. |
No information available | |
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Custom Training Services Tailored training for teams or enterprise deployments. |
No information available |
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