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.
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.
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.
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.
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.
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