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Product Performance Analytics for Product Development & Management

Applications that track and analyze product performance relative to benchmarks, peer groups, and objectives to support product management decisions and marketing positioning.
Other Product Development & Management

Morningstar Direct
By: Morningstar, Inc.
https://www.morningstar.com/products/direct
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.

Broadridge Investment Management Solutions
By: Broadridge Financial Solutions
https://www.broadridge.com/financial-services/asset-management/investment-management/
A portfolio management and order management system supporting multi-asset class management, modeling, order generation, compliance, and performance analytics. Features include real-time P&L, risk analytics, and regulatory reporting.

S&P Capital IQ
By: S&P Capital IQ
https://www.spglobal.com/marketintelligence/en/
Provides access to extensive financial data, analytics, and research from across global markets, along with tools for data management and scenario analysis.

SimCorp Dimension Performance
By: SimCorp
https://www.simcorp.com/en/solutions/capabilities/performance-and-risk
Integrated performance attribution and risk analytics solution that provides GIPS-compliant performance measurement, multi-level attribution analysis, ex-post and ex-ante risk metrics, and customizable reporting. Seamlessly integrates with other SimCorp Dimension modules.

MSCI BarraOne
By: MSCI
https://www.msci.com/portfolio-management-analytics
Multi-asset class risk and performance analytics platform offering performance attribution, factor modeling, stress testing, optimization, and scenario analysis. Provides a holistic view of risk across a portfolio with detailed decomposition of performance drivers.

StatPro Revolution
By: StatPro Group
https://www.statpro.com/statpro-revolution/
A cloud-based performance measurement and attribution solution that offers advanced analytics, reporting capabilities, and data visualization tools tailored for fund managers. It provides real-time insights into fund performance with comprehensive benchmarking and risk analysis tools.

Lipper Leader Ratings
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/lipper/lipper-leader-ratings
This product provides performance ratings for mutual funds and ETFs, helping investors evaluate and compare investment options based on historical performance data.

Refinitiv Portfolio Analytics
By: FXall (part of Refinitiv/LSEG)
https://www.lseg.com/en/data-analytics/portfolio-analytics-and-risk
Offers performance measurement, benchmarking, attribution, risk analytics, and scenario analysis. Supports fund product teams with customizable dashboards, reporting, and integration with portfolio management workflows.

Canoe Performance Analytics
By: Canoe Intelligence
https://www.canoeintelligence.com/solutions/performance-analytics/
Automates capture of fund-level performance data, provides custom performance analytics reports, enables trend visualization, peer benchmarking, and supports product development in alternative investments.

pControl Performance & Attribution
By: Milestone Group
https://www.milestonegroup.com/platforms-solutions/performance/
Modular platform providing end-to-end performance measurement, attribution, and analytics, supporting the product development lifecycle, benchmarking, and fund management reporting standards.