S&P Global Market Intelligence: Powerful Portfolio Analytics for Investment Professionals

There is an evolution occurring in the investment management industry. Investors demand real-time information, analytics, and customization in a portable environment in order to understand what drives performance in the market and within specific portfolios. By partnering with their clients, S&P Global Market Intelligence created an innovative Portfolio Analytics solution that integrates industry standard databases in a portfolio-centric environment designed for maximum efficiency. This allows investors to focus on their unique investment context in a lightweight, web-based environment.

S&P Global Market Intelligence is a New York based firm with expertise in retrieving and calculating financial data, has created an intuitive platform that offers flexibility by defining and organizing widgets within a user-designed dashboard. These widgets include data presented in tables, charts, images and text, all of which maybe customized to reflect the unique needs of the user and their stakeholders. This flexible framework and the architecture of the platform allows users to export specific formats for further analysis or drill down into fundamental research available on the S&P Capital IQ Platform. “By creating a platform that is fully configurable from the dashboard to the connected data sources and analytics, our clients have the power to adapt it to their proprietary research process,” begins Warren Breakstone, General Manager, Investment Management and Investment Banking at S&P Global Market Intelligence. With this information, portfolio managers can generate reports on a predetermined or an ad-hoc basis using a powerful batch scheduler, and choose from multiple delivery formats such as PDF, Excel, or XML.

Portfolio Analytics also integrates with other powerful and unique tools. ClariFI, for example, allows Portfolio managers to construct, optimize, and perform Brinson portfolio attribution, as well as rigorous back testing of the investment ideas on a point-in-time basis without requiring programming language.