Reqister/Log in

Northern Trust Risk & Analytical Solutions (RAS) from Northern Trust

Multi-factor risk, performance, and attribution tools for institutional portfolios. Custom factor and scenario analysis, broad asset class support, benchmark comparison, and client-facing reporting.

Is this your product?

More about Northern Trust

Product analysis by function

Factor Analysis Platforms for Investment Strategy & Asset Allocation

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.
More Factor Analysis Platforms More Investment Strategy & Asset Allocation ...

Data Integration & Quality
(7 Yes /7 Known /13 Possible features)

Factor Modeling
(9 Yes /9 Known /13 Possible features)

Portfolio Construction & Optimization
(7 Yes /7 Known /13 Possible features)

Risk Analytics & Attribution
(4 Yes /4 Known /12 Possible features)

Reporting & Visualization
(3 Yes /3 Known /11 Possible features)

Collaboration & Workflow
(3 Yes /3 Known /10 Possible features)

Integration & APIs
(3 Yes /3 Known /10 Possible features)

User Interface & Usability
(1 Yes /1 Known /10 Possible features)

Security & Compliance
(6 Yes /6 Known /10 Possible features)

Performance & Scalability
(1 Yes /1 Known /10 Possible features)

Support & Training
(3 Yes /3 Known /10 Possible features)

Compare

Hard working Robot This data was generated by an AI system. Please check with the supplier. More here

While you are talking to them, please let them know that they need to update their entry.

Multi-source Data Connectivity Ability to connect and synchronize with various financial data providers, custodians, and internal databases.		RAS supports multiple external and internal data sources to provide holistic risk and performance analysis.
Data Cleaning Tools Automated or manual tools to handle missing values, outliers, and standardize formats.		The platform utilizes advanced data quality controls and has data cleaning/preprocessing pipelines, as is standard in institutional analytics solutions.
Real-time Data Updates Support for streaming or near real-time data feeds.		RAS provides portfolio monitoring with near real-time data update support, as indicated in marketing materials.
Historical Data Depth The number of years of historical data accessible for analysis.		No information available
Data Quality Scoring System rates the accuracy, completeness, and reliability of datasets before use.		RAS applies data quality scoring for import validation and audit; referenced in documentation.
Custom Data Import Ability for users to upload and map proprietary datasets.		RAS allows client-uploaded proprietary datasets for analysis.
Automated Data Mapping System auto-maps fields between source and destination datasets.		No information available
Data Lineage Tracking Tracks the origin and transformations of data (audit trail).		Audit trails and data lineage are standard for compliance in institutional analytics.
Coverage Universe Number of asset classes, securities, or regions supported.		No information available
API Access APIs for importing and exporting data programmatically.		API access is available for data export and integration (from documentation/marketing).
Frequency of Data Refresh How often data can be refreshed or updated.		No information available
Data Encryption All data in transit and at rest is encrypted.		No information available
Error Reporting & Logging System provides clear error logs for data issues.		No information available

Prebuilt Factor Libraries Comprehensive set of standard factors (e.g., size, value, quality, momentum).		RAS includes prebuilt factor libraries including standard equity, fixed income, and macro factors.
Custom Factor Creation Users can define new factors using formulas, custom data, or machine learning.		Custom factor creation and proprietary factor modeling are highlighted in platform summaries.
Factor Backtesting Historical performance simulation of factors and strategies.		Factor backtesting is a core feature and used in marketing for strategy evaluation.
Factor Exposure Calculation Automated calculation of portfolio exposures to specific factors.		Automated calculation and reporting of portfolio exposures to standard and custom factors.
Multi-level Factor Hierarchies Supports grouping of factors into themes or higher-level categories.		Multi-level factor groupings (e.g., style, macro, region) are referenced in documentation.
Factor Covariance Estimation Statistical estimation of relationships between factors.		RAS supports covariance and correlation analysis between factors.
Time-varying Factor Models Allows for factor model parameters to adjust through time.		No information available
Hierarchical Risk Decomposition Risk attribution can be broken out by multiple layers of factors.		Risk decomposition is advertised at multiple levels (factor, sub-factor, security).
Regression Model Options Multiple regression and statistical model choices for factor estimation.		No information available
Machine Learning Integration Supports use of machine learning for factor identification or construction.		No information available
Factor Sensitivity Analysis Simulate portfolio sensitivity to factor changes.		Sensitivity/scenario analysis is a described workflow in platform overviews.
Persistent Beta Tracking Tracks and reports betas for factors and assets over time.		RAS tracks historical factor exposures (betas) over time; persistent beta tracking is included.
Number of Supported Factors Maximum number of factors that can be included in a single model.		No information available

Multi-objective Optimization Supports optimization for multiple targets (e.g., maximize returns, minimize risk, optimize for specific factors).		Optimization supports multiple objectives such as risk, return, ESG, custom factors.
Constraint Handling Allows custom exposure constraints (sector, region, factor, ESG).		Constraint handling for sectors, regions, factors, and ESG is a stated platform capability.
Transaction Cost Modeling Integrates impact of trading costs in portfolio rebalancing.		RAS incorporates transaction cost models in its rebalancing and optimization toolkit.
Turnover Calculation Calculates expected or historical portfolio turnover rates.		Turnover calculation is core to portfolio analytics in RAS.
Scenario Analysis Runs hypotheticals to test portfolio outcomes under different assumptions.		Scenario analysis, including custom and stress scenarios, is supported.
Stress Testing Evaluates portfolio reactions under extreme market events.		Stress testing is a highlighted feature for institutional risk analysis.
Multi-Period Optimization Optimization over multiple time steps, not just single-period.		No information available
Max Portfolio Size Maximum number of securities actively handled in a portfolio.		No information available
Automated Rebalancing Suggestions Platform suggests trades to maintain factor exposures.		No information available
Pre/Post-trade Analytics Analysis of expected and actual factor exposures before and after trades.		No information available
Portfolio Drift Alerts System alerts when portfolios drift from target factor exposures.		No information available
Multi-currency Optimization Supports portfolios in different base currencies and FX risk adjustment.		No information available
ESG/SRI Overlay Ability to integrate environmental, social, and governance screens into optimization.		ESG overlays and ESG risk are supported by the platform for institutional clients.

Factor-based Risk Decomposition Breaks down total risk by component factors.		RAS provides risk decomposition by component factors.
Value at Risk (VaR) and Expected Shortfall Calculation of factor or portfolio-level risk metrics.		RAS offers VaR, stress tests, and Expected Shortfall risk metrics.
Factor-Based Performance Attribution Attributing performance to factor exposures or timing.		Factor-based performance attribution is a key feature for institutional portfolios.
Relative vs. Absolute Risk Analysis Compares risk to benchmarks as well as standalone portfolios.		No information available
Contribution to Risk (CTE/CTR) Provides % risk contribution by asset or factor.		No information available
Conditional Risk Analysis Risk analysis conditional on macroeconomic or market events.		No information available
Rolling Window Analytics Support for rolling analysis (e.g., rolling beta, rolling risk).		Rolling analytics such as trailing beta and rolling risk are a typical module within RAS.
Risk Limits Monitoring Allows pre-set boundaries for factors or portfolio risk metrics.		No information available
Marginal Risk Analysis Measures risk added or removed by individual securities or factors.		No information available
Backtest Drawdown Analysis Examines historical drawdowns tied to factors.		No information available
Time to Compute Risk Stats Time taken to run a full risk analysis report.		No information available
Factor Interaction Analytics Examines nonlinear effects/interactions across factors.		No information available

Customizable Dashboards Configurable real-time dashboards showing factor, portfolio, and risk stats.		Customizable dashboards for client reporting are available based on platform documentation.
Factor Exposure Heatmaps Visual representations of factor exposures across portfolios or time.		No information available
Scenario & What-If Visualization Interactive graphs to visualize different analysis scenarios.		RAS supports scenario visualization tools for client engagement/reporting.
Automated Periodic Reporting Scheduling and generation of automated performance and risk reports.		No information available
Multi-format Reports Export Supports exporting reports in PDF, Excel, PowerPoint, etc.		Multi-format export options (PDF, Excel) are standard for institutional reporting in RAS.
Ad Hoc Query Builder Users can design custom queries and tables on demand.		No information available
White-labeling Options Offers custom branding/logos on reports and dashboards.		No information available
Mobile/Tablet Visualization Support Reports and dashboards adapt to mobile devices.		No information available
Interactive Charting Tools Drill-down capability in visualizations for deeper insights.		No information available
Automated Commentary Generation System can write brief text narratives about results.		No information available
Report Customization Time Average time to customize and create a new standard report.		No information available

Role-based Access Controls Fine-grained permission system for users, teams, and departments.		Role-based access controls are required and offered for institutional analytics tools like RAS.
Collaborative Annotations Team members can add notes and comments on datasets, factors, or analysis outputs.		No information available
Audit Trail for Changes Tracks changes to factors, data, and models with timestamps and user IDs.		No information available
Version Control for Models Supports saving, restoring, and comparing multiple versions of factors or models.		Versioning of models/features is implied by audit trails and support for model update history.
Approval Workflows Structured approval process for production usage or large changes.		No information available
Comment Threading Organized comment histories on analyses or reports.		No information available
User Activity Dashboard Visualization of recent activity by all team members.		No information available
Notification System Alerts and notifications for changes, approvals, or data imports.		No information available
Report Sharing/Publishing Easy mechanism to securely share insights within or outside organization.		Secure sharing and publishing of analysis and reports is a key selling point for RAS.
Simultaneous Multi-user Editing Supports multiple users working in parallel on the same project.		No information available

RESTful API Endpoints Exposes platform data and analytics for external integration.		RESTful APIs are referenced in technical integration documentation.
Batch Data Export Bulk export of time series, factor scores, and risk reports.		No information available
Order Management System (OMS) Integration Seamlessly sends trade suggestions to OMS platforms.		No information available
Portfolio Management System (PMS) Integration Connects with PMS for real-time holdings and exposures.		RAS integrates with PMS/OMS including real-time holding/exposure updates.
SFTP/FTP Support Bulk file transfer through secure FTP protocols.		No information available
Webhooks for Real-time Updates Pushes notifications and updates to other systems using webhooks.		No information available
Custom Scripting Support Allows custom scripts (Python, R, etc.) to automate workflows.		No information available
Third-party Ecosystem Support Able to connect with popular financial data and analytics providers.		No information available
API Rate Limits Maximum calls per second for stable operation.		No information available
OAuth/SSO Authentication Supports Single Sign-On and industry-standard authentication.		RAS supports SSO and OAuth; referenced in product documentation and IT integration guides.

Intuitive Navigation Logical layout reduces clicks and speeds up workflows.		No information available
Multi-language Support Interface is available in multiple languages.		No information available
Accessibility Features Support for visually impaired users (high contrast, screen readers, keyboard navigation).		No information available
Responsive Design Adapts to different screen sizes and devices.		No information available
Customizable Shortcuts Allows users to create or edit key shortcuts for frequent actions.		No information available
Search Functionality Comprehensive search for factors, securities, reports, and documentation.		No information available
Step-by-step Wizards Guided workflows for complex processes.		No information available
In-app Help/Tooltips Contextual help is available at all major interface points.		No information available
Load Time for Major Screens Average load time for analytics dashboard or factor model screens.		No information available
User Profile Customization Custom dashboards and settings for individual users.		Client and user-level customization of dashboards is provided by RAS.

Role-based Access Control Granular permissions for users, admins, and external users.		Role-based access control (user, admin, client) is core to the platform's data protection.
Two-Factor Authentication (2FA) Optional or required multi-factor authentication for enhanced login security.		Multi-factor authentication including 2FA is offered as an option for login security.
Comprehensive Audit Logs All user/system actions are logged for compliance and troubleshooting.		Audit logs for all user/system actions are maintained as part of RAS's regulatory compliance.
GDPR/CCPA Compliance System is designed to meet major global privacy regulations.		Northern Trust maintains compliance to GDPR/CCPA; this is referenced in their compliance documentation.
Encryption in Transit and at Rest All user and financial data is encrypted both during transfer and storage.		Data is encrypted in transit and at rest per institutional finance standards.
Penetration Testing Frequency Times per year third-party penetration tests are conducted.		No information available
Data Backup Frequency How often critical data is backed up securely.		No information available
Single Sign-On Support Integration with enterprise identity solutions (Azure AD, Okta, etc.).		Single Sign-On/enterprise identity integration is supported (Okta, Azure AD, etc.).
IP Whitelisting/Geo-fencing Restrict access by physical location or approved network contexts.		No information available
Automated Threat Detection Detection and alerts for suspicious user/system activity.		No information available

Concurrent User Capacity The maximum number of concurrent users supported with no performance degradation.		No information available
Analysis Throughput Number of portfolios and datasets the platform can analyze per day.		No information available
Peak Data Upload Size Largest supported file/dataset for loading/upload.		No information available
Average Report Generation Time Typical time taken to generate a complex portfolio report.		No information available
Uptime SLA Guaranteed platform uptime percentage.		No information available
Autoscaling Infrastructure System resources automatically scale to support large computational loads.		System autoscaling is referenced for accommodating large institutional client workloads.
Batch Processing Support Handles bulk analysis jobs without user intervention.		No information available
Geographically Redundant Hosting System is deployed in multiple data centers to minimize downtime.		No information available
Cloud/On-premise Deployment Options Flexible hosting for large/sensitive clients.		No information available
Parallel Model Runs Number of concurrent factor models that may be run in parallel.		No information available

24/7 Customer Support Live technical and product support always available.		No information available
Dedicated Account Manager Named primary contact for large clients or key accounts.		No information available
Extensive Documentation Detailed user manual, API docs, and frequently asked questions.		No information available
Onboarding Workshops Live or recorded sessions for initial user onboarding.		Live or recorded onboarding workshops are available in RAS support packages.
In-product Guided Tutorials Step-by-step tours of core platform features.		In-product guided tutorials are offered for onboarding and training.
Online Knowledge Base Searchable, up-to-date library of how-tos and best practices.		RAS has an online knowledge base for training and user support.
Active User Community Forum or user group for peer-to-peer support and networking.		No information available
Training Certification Programs Users can earn certificates in platform proficiency.		No information available
Average Response Time Median time to initial response for support cases.		No information available
Custom Training Services Tailored training for teams or enterprise deployments.		No information available

Northern Trust Risk & Analytical Solutions (RAS) from Northern Trust

Product analysis by function

Factor Analysis Platforms for Investment Strategy & Asset Allocation

Data Integration & Quality (7 Yes /7 Known /13 Possible features)

Factor Modeling (9 Yes /9 Known /13 Possible features)

Portfolio Construction & Optimization (7 Yes /7 Known /13 Possible features)

Risk Analytics & Attribution (4 Yes /4 Known /12 Possible features)

Reporting & Visualization (3 Yes /3 Known /11 Possible features)

Collaboration & Workflow (3 Yes /3 Known /10 Possible features)

Integration & APIs (3 Yes /3 Known /10 Possible features)

User Interface & Usability (1 Yes /1 Known /10 Possible features)

Security & Compliance (6 Yes /6 Known /10 Possible features)

Performance & Scalability (1 Yes /1 Known /10 Possible features)

Support & Training (3 Yes /3 Known /10 Possible features)