Axioma Portfolio Analytics
An integrated view of portfolio risk and return
Risk analysis, performance attribution and reporting – in one place
Effectively tell your investment story to prospects, clients and your own management team with Axioma Portfolio Analytics, an interactive reporting and performance attribution tool.
Axioma Portfolio Analytics features include:
RISK ANALYTICS
Use either time-series or point-in-time risk analysis and get key insights on your exposures and sources of risk at a portfolio, factor, classification and asset level.
PERFORMANCE ATTRIBUTION
Obtain the full picture of sources of risk and return with both factor and Brinson performance attribution at your disposal. With factor based, you can use any risk model, including custom models built with Axioma Risk Model Machine.
REPORTING
Select from a comprehensive set of reports, including summary reports in PDF or Excel. It’s also possible to schedule and automate the entire workflow from content loading to batch report generation.
FACTSHEET
Axioma Portfolio Analytics
Easily integrable with the Axioma Equity Factor Risk Models and Axioma Portfolio Optimizer, Axioma Portfolio Analytics is more than just a standalone performance attribution tool.
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Portfolio managers
Analyze sources of risk and return, identify factor exposures and view major contributors at the factor or asset level
Quantitative support teams
Identify the sources of risk and return in your team’s portfolios in a consistent framework
Reporting and board presentations
Produce a standard set of reports to present to management, boards and trustees
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