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Investment research management software

Eikon – investment management

Have full confidence in your investment decisions and investment management strategies with Eikon, through trusted data and insightful analytics.

Profitable research and analysis

Eikon brings together the industry’s best data and most powerful research and analysis tools to help you pursue profitable investment management opportunities with conviction. Get premier content on an award-winning platform to monitor the markets, generate ideas and strategies, and analyze strategies and securities.

Eikon's investment management tools

Monitor the impact of market movements

Better understand impacts on your investment portfolios with access to the very latest data, news, analysis, and charts. See how stock and sector market movements affect contributions to your portfolio’s relative, absolute return, and attribution numbers.

Screenshot showing the portfolio intraday of FTSE 100

Drill down into the sectors and securities driving portfolio performance

Screenshot showing estimates for J Sainsbury's PLC

View analysts' aggregated estimates on price targets and recommendations

Access investment research

View recommendations and estimates from your in-house investment analysts alongside those from external research providers. All research is tagged to particular securities, industries, regions, countries, and subjects. We have a panel of brokers that can be assessed through to their quality and value, structured for the scope of MiFID II unbundling regulations.

Manage multi-asset portfolios

Find your competitive advantage with our multi-asset class Portfolio Management solution, covering equities, ETFs, mutual funds, fixed income, currencies, FX forwards and listed futures, options positions and growing coverage of OTC instruments.

Eikon global multi-asset fund screen

Analyze whether your portfolio is matching investment objectives

Screenshot displaying custom reports

Customize your reports

Customize reports for clients

Create and customize investment performance reports easily, incorporating your logo, disclaimers, and commentary. Build and manage automated batch reporting yourself or by fully outsourcing to our batching service for client reports.

Mitigate risk and manage areas of downside potential

Forecast and quantify portfolio risk with our proprietary Global Equity Risk Model. For multi-asset class portfolios, MSCI’s RiskMetrics provides risk analytics – including parametric and historical value at risk measures; VaR, IVaR, CVaR, MVaR methodologies; as well as market exposure and sensitivity analysis – to monitor and report on portfolio risk.

Eikon StarMine portfolio risk analysis screenshot

Forecast and quantify portfolio risk with our proprietary Global Equity Risk Model

Eikon ESG performance screen

Aggregate and report ESG metrics for your portfolio

Measure and report ESG performance at the portfolio level

Aggregate and report ESG metrics for your portfolio. You can report against any aspect of a portfolio’s ESG profile (e.g. gender diversity, carbon exposure) to asset owners.

You can also perform an attribution report to test how an ESG tilt is helping or hurting performance.

Stress test portfolios to assess the potential impact of economic scenarios

Evaluating portfolio performance under different stress scenarios is an important requirement both for internal risk teams and regulatory compliance. Stress test portfolios with MSCI’s RiskMetrics to identify, report and adjust for downside risks.

Eikon MSCI risk metrics

Evaluate portfolio performance under different stress scenarios

Eikon optimizer constraints

A more quantitative approach to portfolio construction

Optimize portfolios by managing tracking error and risk volatility

The Barra Optimizer in Eikon combines a powerful optimization engine with Refinitiv’s industry-leading content, enabling fund managers to demonstrate a more quantitative approach to portfolio construction to address index tracking, stock selection and asset allocation in an effort to maximize returns while minimizing risk.