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Portfolio Management
We help you monitor market developments and quickly spot new ideas or risk exposures for your portfolios.
Outperform with investment insights and proprietary analytics
In competing for AUM portfolio managers need to demonstrate the consistent ability to deliver outstanding risk-adjusted returns versus the benchmark.
Identify areas of opportunity, balance exposure and risk, and keep on top of news and market developments with Refinitiv Workspace. And with ESG occupying a central place on the investing agenda, we help portfolio managers to uncover risk factors related to any aspect of a company’s ESG profile.
Refinitiv Workspace
Discover how we can upgrade your workflow.
Market and Portfolio Monitoring
No noise, just new information that is critical to your portfolio.
Immediately discover news and market developments that are relevant to your portfolios. Watchlist Pulse works for you 24x7, letting you know when there’s a new broker report, a StarMine SmartEstimates predicted surprise or breaking news from Reuters as well as 10,000 other news sources. And during Earnings Season, use our app in Refinitiv Workspace to monitor developing trends as companies report.
Security Selection / Risk Mitigation
Outperform despite the economic backdrop with StarMine predictive analytics.
In a tough macro environment StarMine’s quantitatively derived analytics in Refinitiv Workspace can provide an invaluable tool for portfolio managers in stock selection and risk mitigation.
- Avoid expensive earnings misses with StarMine SmartEstimate predicted surprises.
- Reach out to 5-star analysts, those with a history of getting differentiated calls right, when they issue a bullish or bearish Bold Estimate.
- Take advantage of StarMine Instrinsic Value and Earnings Quality models to find companies that may be overvalued or whose fundamentals may be about to deteriorate.
- Get an early indicator of analyst revisions with StarMine Analyst Revisions Model.
Monitoring Macro Trends
Assess macroeconomic trends to inform investment decisions.
Uncertainties around geopolitics and inflationary pressures are impacting portfolios. Refinitiv Workspace helps portfolio managers to better understand macro trends with 70 years of economic indicators and financial time series. Our powerful charting capabilities – with 9,000 charts covering over 170 countries and market topics – make it easier to articulate how specific market events impact your investment strategy.
Sustainable Investing
Uncover ESG risk in the portfolio.
Refinitiv Workspace provides a holistic solution for ESG to help build portfolios that meet investor mandates, uncover ESG related risk, and report on any aspect of your portfolio's ESG profile such as climate.
Portfolio Analytics
Get immediate insight into portfolio risk and return.
With Portfolio Analytics in Refinitiv Workspace you get a comprehensive view of performance, attribution and risk for multi-asset class portfolios.
- Identify primary drivers of absolute and relative performance at a sector and security level.
- Forecast and quantify portfolio risk with our proprietary Global Equity Risk Model and MSCI’s RiskMetrics.
- Stress test portfolios for different economic scenarios to identify, report and adjust for downside risks.
Experience a flexible, tailored solution that aggregates industry data, delivers proprietary analytics and automates critical research and portfolio management workflows. Know first, so you can act first.
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Americas
All countries (toll free): +1 800 427 7570
Brazil: +55 11 47009629
Argentina: +54 11 53546700
Chile: +56 2 24838932
Mexico: +52 55 80005740
Colombia: +57 1 4419404
Europe, Middle East, Africa
Europe: +442045302020
Africa: +27 11 775 3188
Russia and CIS: +7 495 775 1200
Middle East & North Africa: 800035704182
Asia Pacific (Sub-Regional)
Australia & Pacific Islands:
+612 8066 2494
China mainland: +86 10 6627 1095
Hong Kong & Macau: +852 3077 5499
India, Bangladesh, Nepal, Maldives & Sri Lanka:
+91 22 6180 7525
Indonesia: +622150960350
Japan: +813 6743 6515
Korea: +822 3478 4303
Malaysia & Brunei: +603 7 724 0502
New Zealand: +64 9913 6203
Philippines: 180 089 094 050 (Globe) or
180 014 410 639 (PLDT)
Singapore and all non-listed ASEAN Countries:
+65 6415 5484
Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576
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