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Portfolio Analytics
Portfolio Analytics is designed to provide detail and summary information about the user's portfolios and compare that information to the benchmark over a specified time period. This helps explain how the portfolio is different or similar to benchmarks and other portfolios.
Portfolio Analytics is a report generation program designed to:
• Combine research information with client holdings to show your clients the reasons why you bought or sold specific companies in their portfolios
• Compare key aggregated investment ratios such as Beta or P/E from client portfolios with other portfolios or benchmarks over time
• Identify whether security selection or sector weightings are benefiting or hindering performance versus your benchmark
• Track diversification over time for each characteristic in a client portfolio by item fractile
• Perform style analysis
• Enhance client and prospects communications
By using the following four reports, Portfolio Analytics provides detail and summary information about your portfolios, communicating key descriptive portfolio characteristic:
• Portfolio Review: Lists market or fundamental data for each security, including portfolio-weighted, market and equal-weighted averages.
• Diversification: Lists the percentage of a portfolio in each of a classification variable (i.e. industry group)
• Aggregate: Lists the portfolio-weighted average of any market or fundamental variable.
• Return Attribution: Analyzes which will decompose the performance difference (between a portfolio and a benchmark) and report how much of the performance was due to stock selection skill vs. strategic weighting decisions.
For a Trial, demonstration or product information, please Request Product Information
or call Tim Nyland, Director of Institutional Sales at 800-767-3771 x9455 or email at
tnyland@zacks.com.
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