Equity Portfolio SolutionsAn additional perspective to build your edge.
Is risk lurking in your portfolio?
As an investment manager, you know you can’t spot risk without seeing the full picture. That’s why our data and tools offer a broader understanding of risks, opportunities and undiscovered insights that help provide an extensive view of your securities and portfolio.
Create resilient and differentiated portfolios with data-driven insights
Shore up your view of the market, maximize intended exposures, and minimize blind spots with our solutions that complement your fundamental analysis.
Understand risk and performance drivers across market cycles
Attribute the sources of risk and performance to stock selection, industry or style characteristics for an additional layer of clarity.
Enable better risk identification, management and alignment with your investment objectives
Establish a common language for managers and risk professionals to foster collaboration for a broader understanding of security and portfolio risks.
Use cases
Our five-decade legacy of working side-by-side with clients and years of data heritage play to your strengths. We help you identify data-driven insights that complement your fundamental analysis. Our aim is to enable you to navigate a complex risk landscape and build differentiated and resilient portfolios throughout market regimes.
Avoid unintended risks and biases and maximize your intended exposures. Showcase your value and separate stock picking from style contributions.
Your edge: Demonstrate your differentiated view of the market.
Deepen your understanding of risk with a common language to view security and portfolio risk across the organization. Understand and share actionable insights across teams promoting informed investment discussions and decisions alignment.
Your edge: Position your portfolio to meet investment objectives.
When too much capital is chasing the same securities and ideas, trades can become crowded, increasing volatility and the risk of a liquidity or drawdown event. Look at individual stock-level concentrations and make informed decisions that align with your risk tolerance and investment strategy.
Your edge: Improve the risk/return profile of your holdings by replacing crowded stocks with less crowded ones with similar characteristics.
Benchmark your strategy’s returns and holdings against a comparable style index alternative. Separate skill-based stock-selection contribution from the style component of returns.
Your edge: Showcase true value-add by comparing performance relative to low-cost, index style competitors.
Compare portfolio holdings, active positioning and underlying stock fundamentals to a factor index. Justify your contribution relative to a transparent, low-cost factor index approach.
Your edge: Create stronger stories for your security selection approach and active positioning.
Learn the latest trends and insights on topics that matter to you.
Explore our data-driven insights
Take a closer look at how our data and tools can help broaden your understanding of risks and opportunities.
Research and resources
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