Monitor Existing Managers

Monitor and analyze manager performance, composition, and fundamental tilts, along with overall asset allocation.

FactSet can provide an overview of multiple portfolios in a single report. Group your managers by asset allocation or investment style. Set up custom columns to view performance, composition, characteristics, and risk of each of your managers and the groups to which they belong. Proactively monitor your managers by setting up alerts to immediately highlight portfolios that have crossed performance or data thresholds.

Use FactSet to form a complete understanding of your managers or composites of managers. From a holdings-based perspective, analyze how any manager’s decisions or the manager’s selection and allocation affected the performance of an individual portfolio or the entire plan. Gain insight into the how the manager’s decisions and the plan construction contribute to risk.

FactSet uses manager and composite returns to help you perform style, historical risk, and performance analysis and measure managers relative to their peer groups.