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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.
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
Several institutional money managers are already using a combination of Portfolio Analytics and Alpha Factor Library as end-to-end portfolio management solution including idea generation, trade creation, and performance analysis. This package of products allows clients to manage and aggregate their exposures across multiple mandates, and limit their exposures to certain securities, countries, currencies, and sectors.
S&P Global Market Intelligence is further enhancing insights that can be gained using Portfolio Analytics with deep content and sector expertise from its recent acquisition of SNL Financial, a firm based in Charlottesville, VA. Extended news coverage and soon, deep industry data and intelligence will be available either on the platform or as a feed.
“Our product philosophy is built on partnering with our clients to design innovative solutions that enhance their ability to act quickly in this increasingly complex and competitive market. The result is a comprehensive end-to-end Portfolio Analytics solution that allows clients to create, validate, and manage their own strategy to drive ‘above’ benchmark performance,” says Breakstone.