FactSet’s Portfolio Analysis gives investment managers powerful, easy-to-use tools that lend insight into what drives portfolio performance. Understand how your decisions affected the performance of your portfolio, decompose risk, classify your funds, and compare your returns to thousands of benchmarks and mutual funds.

Key Features:

• Monitor performance: analyze performance on an absolute or relative basis with Portfolio Analysis’ dynamic reports, which incorporate your own portfolio holdings, along with data on thousands of global benchmark indices
• View attribution reports: display performance compared to a benchmark and which sectors contributed most or least to performance, including evaluating the effect of currency on a portfolio return
• Understand portfolio construction: examine every aspect of portfolio return, such as security's price exchange, position change, and income over the report period
• Analyze risk: decompose risk at a particular point in time or investigate changes over time; choose risk models from APT, Barra, Northfield, or your own custom risk models
• Create custom reports: Customize report groupings to ensure that reports perfectly reflect your perspective of how portfolios and benchmarks compare; sort report columns, display a chart, or reveal underlying groups and securities
• View information in real-time: integrate real-time information with historical data to view any report on an up-to-the-second basis.