Portfolio Analysis

Portfolio analytics designed with your needs in mind

Get an unbiased evaluation to confirm or rethink portfolio positioning
Turn "what if" into "what to do" with action-oriented stress tests
Compare multiple portfolios at one time to see the impact of changes before making them

Flexible

View exposures, risk/return drivers, stress tests and scenarios to assess portfolios from different angles.

Actionable

Get allocation observations and investment ideas to share with clients.

Customizable

Generate custom, client-ready reports - branded to your practice.

Stress test portfolios and assess future scenarios

Invest with more certainty in uncertain times. Run your portfolios through our online analytics to instantly stress test and compare performance under different equity markets, rate environments or future scenarios based on Dr. David Kelly's research.