Analyze and monitor your portfolios and funds
With active fund managers facing competitive pressures and fee compression, the imperative to deliver and demonstrate a systematic approach to risk-adjusted returns has never been greater.
Data and technology are playing a more pivotal role in the investment decision-making process. Active fund managers are in need of more sophisticated tools, accurate data, and alternative approaches to their investment process to differentiate themselves.
Our portfolio analytical tools provide transparency and reporting for performance attribution and portfolio risk analytics, including Refinitiv's proprietary risk models, MSCI's Barra Optimizer, RiskMetrics analytical and simulation modelling.
How we help
Improve your portfolio returns
How do you keep your portfolios aligned with your investment objectives and keep your clients satisfied?
With Refinitiv Workspace, using the most complete and trusted data available, you can stay on top of market movements. With profiling, attribution, and risk management capabilities, you can ensure you’re meeting mandates and stress testing your portfolios to mitigate any potential shocks.
Quickly understand and uncover the risk in your portfolio. Portfolio Analytics in Refinitiv Workspace includes our proprietary Global Equity Risk Model for forecasting and quantifying risk. For multi-asset class portfolios, we have MSCI’s RiskMetrics. Stress-test portfolios to identify, report and adjust for downside risks.
Our portfolio analytics provide high levels of transparency with a full suite of performance attribution tools. Gauge which factors are contributing to performance at a portfolio or asset level and use risk/return profiling. The Barra Optimizer in Portfolio Analytics combines a powerful optimization engine with Refinitiv’s industry-leading content.
Bringing trusted and accurate expertise through data and analytics
40bnaverage daily updates
1.3mnequity quotes from 325 exchanges
335,000+mutual funds covered
450+transparent ESG metrics
Explore our investment insights based on Refinitiv’s broad and differentiated data sets across research papers, blogs and short videos. Spark your investment ideas with truly tailored perspectives.
Our bespoke portfolio management solutions
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