Analyzing the performance of your investments thoroughly enables you to make well-grounded investment decisions.
FA’s Analytics provides you with a comprehensive overview of your investments and enables you to analyze your portfolio from the top down or bottom up.. It allows you to compare your investments, use a benchmark, and view how your investment decisions have contributed to your portfolio’s performance, according to the Global Investment Performance Standards (GIPS).
Analyze your data with a broad range of metrics
Calculate your contribution and attribution effects
Select a time period for your analysis
Analyze your portfolios from return and risk perspective
Group your analysis with different attributes and levels
Perform your analysis through a GICS perspective
Pre-define sets of parameters and metrics
Over 500 different ratios and metrics available through columns
Visualize certain results of your analysis with eye-catching charts
Compare your portfolio performance against the benchmark
Compare performance of different levels
Dive deeper into your analysis with fund look through
Export and report the results of your analysis
Export the key metrics as an Excel (XLS) or PDF file, or print out graphs as a PDF or in common picture format