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 with the most sophisticated portfolio analysis tools available.

• 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
• Dissect attribution: 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, R-Squared 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

Automate Performance Reports

At month- or quarter-end, do you spend countless hours creating performance reports? With FactSet's Portfolio Batcher, you can schedule and automate dozens or even hundreds of files to your exact specifications. Merge files, add your company logo, sort coloumns, and perform custom calculations.

Portfolio Batcher is specifically designed to facilitate the time-consuming task of producing many month-end and quarter-end performance reports.

• Schedule jobs to automate your Portfolio Analysis reporting process
• Set report parameters for all your tasks
• Export data into a variety of formats to be sent to you via FTP
• Receive an e-mail notification when your reports are complete