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.
Other Portfolio Management
Investment analytics platform with global database of managed investments, securities, indexes, and market data. Includes portfolio analysis tools, ESG data, risk metrics, and performance attribution.
Multi-asset class risk management platform that provides VaR analysis, stress testing, and scenario analysis. The solution covers equities, fixed income, FX, commodities, and derivatives, with both historical and Monte Carlo simulation methodologies.
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.
A portfolio modeling and analytics platform designed for institutional investors that provides scenario analysis, stress testing, and performance attribution across public and private investments. Enables multi-asset class portfolio analysis and liquidity forecasting.
A robust portfolio management solution that offers comprehensive investment accounting, performance measurement, compliance, and reporting features tailored for asset managers.
A portfolio management tool that enables managers to analyze investment strategies and performance. The software enhances decision-making by integrating risk analytics and modeling functionalities.
Offers comprehensive investment solutions tailored to meet client needs with an emphasis on risk management and performance. The platform integrates data analytics tools for better insight into market trends.
Robust modeling, rebalancing, and analysis tools, supporting multi-strategy portfolios, compliance checks, scenario modeling, and seamless order generation.
Models complex portfolios with derivatives and fixed income instruments, stress testing, scenario analysis, risk calculation, and advanced valuation for fund managers and asset servicers.
Portfolio modeling, multi-factor analytics and risk modeling, performance attribution, and advanced portfolio construction tools for institutional investors.
Portfolio modeling and risk analytics as-a-service; scenario analysis, stress testing, factor exposures, and performance attribution delivered via flexible APIs.
Delivers portfolio modeling and optimization tools, risk analytics, and performance attribution. Helps manage portfolio construction, analysis, and compliance with regulatory requirements.
A portfolio risk analysis and modeling tool that quantifies risk using a proprietary Risk Number methodology. Includes portfolio optimization, stress testing, and retirement planning capabilities.
A portfolio construction and risk modeling system that combines multi-factor risk models with flexible portfolio optimization tools. Provides comprehensive constraints, transaction cost models, and tax management features.
