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Refinitiv Eikon Portfolio Analytics from Refinitiv (LSEG)
A comprehensive portfolio analytics solution that provides portfolio modeling, performance measurement, attribution analysis, and risk assessment tools. Enables managers to construct, test, and implement investment strategies.
Product analysis by function
Portfolio Modeling Software for Portfolio Management
Tools that enable construction of model portfolios, scenario analysis, and strategy backtesting to optimize investment outcomes. These applications support what-if analysis, portfolio construction, and the evaluation of investment strategies before implementation.
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Portfolio Construction & Customization
(0 Yes /0 Known /10 Possible features)
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Asset Universe Selection Ability to define and select the investable universe of securities (stocks, bonds, alternatives, etc.). |
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Factor Modeling Support for multi-factor risk and return modeling (e.g., Fama-French, Barra). |
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Model Portfolios Ability to create and manage model portfolios as templates. |
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Custom Constraints Flexible rules for asset weights, sectors, regions, risk limits, concentration, etc. |
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Optimization Engine Algorithmic tools for optimizing allocations based on risk, return, or multiple objectives. |
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Rebalancing Tools Automated or manual tools for portfolio rebalancing. |
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Scenario Analysis Ability to simulate various market conditions or shocks. |
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Multi-currency Support Ability to construct and track portfolios in multiple currencies. |
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Automated Cash Management Tools for handling cash flows, subscriptions, and redemptions automatically. |
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ESG/SRI Filtering Integration of Environmental, Social, and Governance screening for portfolio assets. |
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Risk Analytics and Measurement
(0 Yes /0 Known /10 Possible features)
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Value at Risk (VaR) Calculation of portfolio or asset-level VaR metrics. |
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Stress Testing Scenario-based risk assessment against historical or hypothetical scenarios. |
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Attribution Analysis Performance and risk attribution tools by factor, sector, asset class etc. |
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Liquidity Risk Analysis Assessment of how quickly assets can be sold without impacting price. |
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Correlation Analysis Measurement of inter-asset and cross-portfolio correlations. |
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Drawdown Measurement Calculation of historical and current maximum drawdowns. |
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Tracking Error Measurement of deviation from a benchmark index. |
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Risk/Reward Metrics Availability of metrics such as Sharpe Ratio, Sortino, Information Ratio, etc. |
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Real-time Risk Calculations Support for intraday or real-time calculation of major risk metrics. |
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Beta Calculation Calculation of beta to major indices or custom benchmarks. |
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Reporting and Visualization
(0 Yes /0 Known /10 Possible features)
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Custom Report Builder Ability to design and generate custom reports for stakeholders. |
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Automated Scheduled Reports Support for automated delivery of periodic performance and risk reports. |
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Data Export Options Export data/reports to Excel, PDF, PowerPoint, CSV, etc. |
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Interactive Dashboards Web-based or desktop dashboards for exploring portfolio data interactively. |
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Benchmarking Tools Visualization of portfolio vs. benchmark performance. |
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Drill-down Analytics Ability to drill down from summary to detail, including holdings-level views. |
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Regulatory Compliance Reporting Pre-configured templates for regulatory disclosures. |
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Client Statement Generation On-demand or batch production of investor/client statements. |
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Branded Customization Support for client or firm branding in output documents. |
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Data Visualization Speed Time required to render large portfolio visualizations or dashboards. |
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Data Integration & Coverage
(0 Yes /0 Known /10 Possible features)
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Market Data Integration Integration with major market data providers (Bloomberg, Refinitiv, others). |
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Real-time Price Feeds Support for live security pricing updates. |
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Historical Data Coverage Access to deep historical prices, returns, corporate actions. |
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Alternative Data Sources Integration with ESG, sentiment, macro, or specialty data sets. |
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Instrument Coverage Breadth Number of securities/instruments supported. |
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APIs for Data Import/Export APIs for ingesting portfolio/strategy data and extracting output programmatically. |
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Custom Data Mapping Support for user-defined instrument or classification schemes. |
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Frequency of Data Updates How often database is refreshed with new data. |
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Third-party OMS/EMS Integration Integration with Order Management/Execution Management Systems. |
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Cloud Data Access Web-based, cloud storage, and remote-access options for data. |
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Performance Measurement
(0 Yes /0 Known /10 Possible features)
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Time-weighted Return (TWR) Support for TWR calculation on portfolio and component level. |
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Money-weighted Return (IRR/XIRR) Calculation of internal rate of return methods. |
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Gross and Net Performance Calculation of returns before and after fees/expenses. |
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Performance Attribution Ability to analyze sources of returns at various levels. |
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Custom Period Calculation Support for non-standard or custom time periods. |
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Rolling Periods Analysis View returns/risk by rolling periods (e.g., trailing 1, 3, 5 years). |
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Multi-currency Returns Returns in base and local currencies, with currency impact analysis. |
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Dividend/Income Tracking Account for and analyze impact of dividends, coupons, distributions. |
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Peer Group Comparison Comparative returns versus peer group/fund category. |
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Speed of Performance Calculation Time required to compute returns over multi-year periods. |
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Workflow & Collaboration
(0 Yes /0 Known /10 Possible features)
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User Access Management Control permissions by team member role and portfolio. |
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Version Control Track portfolio/model version histories and restore prior states. |
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Change Audit Trail Comprehensive logging of changes to portfolio and settings. |
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Collaboration Notes/Comments Internal note system and workflow tagging. |
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Task Assignment/Tracking Assign and monitor tasks related to portfolio management. |
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Notification & Alert System Customizable in-app or email alerts for key events. |
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Portfolio Sharing Share models/data securely with colleagues or clients. |
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Approval Workflow Multi-stage approvals for allocation or trading decisions. |
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Template Library Central repository for commonly used models/templates. |
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Concurrent User Support Number of users who can work on portfolios simultaneously. |
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Compliance & Regulation
(0 Yes /0 Known /10 Possible features)
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Rule-based Compliance Engine Flexible creation and application of investment guidelines. |
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Pre-trade Compliance Checks Monitor guideline adherence before trades are executed. |
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Post-trade Compliance Monitoring Ongoing monitoring and reporting of breaches. |
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Automated Breach Alerts Automatic alerting when compliance rules are violated. |
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Documentation Management Archive regulatory, legal, and guidelines documentation. |
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Audit Trail of Compliance Actions Complete record of checks, alerts, and actions taken. |
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Global Regulatory Support Support for regional regulatory frameworks (UCITS, 1940 Act, ESMA, etc.). |
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KYC/AML Integration Built-in or integrated Know Your Customer/Anti-Money Laundering tools. |
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Regulatory Filing Generation Automated production of required filings (Form PF, N-PORT, etc.). |
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Compliance Rule Capacity Maximum number of distinct rules or guidelines supported. |
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User Interface & Usability
(0 Yes /0 Known /10 Possible features)
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Customizable Workspace Personalize layouts, dashboards, and menus. |
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Multi-language Support Availability of platform in multiple languages. |
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Mobile/Tablet Access Optimized interface for mobile or tablet devices. |
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Accessibility Features Compliance with accessibility standards such as WCAG. |
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Drag-and-drop Functionality Interactive features for easier manipulation of portfolio components. |
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Navigation Speed Time to load or navigate typical screens. |
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Onboarding Tutorials Built-in guided product tours and helpsheets. |
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Keyboard Shortcuts Support for hotkeys/shortcuts across major tasks. |
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Client View Mode View interface/outputs as an end-client would see them. |
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Bulk Editing Tools Efficiently edit or update many portfolio elements at once. |
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Security & Reliability
(0 Yes /0 Known /10 Possible features)
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Data Encryption (at rest/in transit) Sensitive data encrypted both on server and during transmission. |
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User Authentication Methods Multi-factor authentication and SSO support. |
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Backup & Restore Automated data backups and version restores. |
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Penetration Testing / Vulnerability Assessments Regular security testing of software and infrastructure. |
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Uptime SLA Service Level Agreement for uptime/reliability. |
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Disaster Recovery Plan Documented process for rapid data and service recovery. |
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Data Center Location Disclosure Transparency around physical and cloud hosting environments. |
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Concurrent Session Limit Number of simultaneous device logins permitted per user. |
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Granular Role Permissions Ability to assign permissions at a granular feature level. |
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Audit Logs Track all user/system access and platform events. |
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Integration & Extensibility
(0 Yes /0 Known /10 Possible features)
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Open API Access Full-featured APIs for integrating with internal/external applications. |
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Custom Plug-ins/Extensions Ability to build/install custom analytics or interfaces. |
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Support for Python/R/Matlab Native support for popular programming and analytics languages. |
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Excel Integration Ingest/export data directly from/to Microsoft Excel. |
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Webhook Support Event-driven notifications that can trigger external processes. |
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Pre-built Connectors Standard data and workflow connectors for third-party applications. |
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Marketplace for Add-ons Ecosystem for third-party analytics, data sources, and modules. |
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Code Library Sharing Central repository for firm or community-developed modeling code. |
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Integration Setup Time Average time to establish a connection with major external systems. |
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Support for Batch Processes Schedule and run analytics or imports/exports in batch. |
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