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Asset management

Portfolio management

Guide decision making, take calculated risks and improve your portfolio returns.

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 analytic tools provide transparency and reporting with performance attribution and portfolio risk analytics, including Refinitiv's proprietary risk models, MSCI's Barra Optimizer and RiskMetrics analytical and simulation models.

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 Eikon, 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.

Multi-asset performance report

Multi-asset class intraday view of portfolio activity

Quickly understand and uncover the risk in your portfolio. Eikon Portfolio Analytics 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.

MSCI risk metrics stress test report

Utilise a wide range of historical scenarios to stress test

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.

Screenshot from Eikon depicting portfolio optimization options

The MSCI Barra Optimiser tool 

QA Point helps institutional investors scale the investment process in a systematic way to optimize performance.

Back-test results screenshot

QA Point - One of many quant modelling capabilities

Bringing trusted and accurate expertise through data and analytics

  • 40bn
    average daily updates
  • 1.3mn
    equity quotes from 325 exchanges
  • 335,000+
    mutual funds covered
  • 450+
    transparent ESG metrics
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Connect with our specialists

Our specialists will tailor a portfolio management solution to help solve your specific needs.