Fund Comparisons

Traffic Light Reports

Our Traffic Light reports provide a snapshot comparison of your portfolio’s component funds against their peer groups and benchmarks. It can highlight areas of underperformance and potential vulnerability while offering investment alternatives that potentially present better return opportunities and risk mitigation possibilities.

ESG Comparison

Obtain an ESG Comparison providing independent analysis of environmental, social, governance and controversy scores of your funds.

Fund Comparison

Fund Comparison reports take a deeper dive analysis of a fund set including common holdings, correlation and style analyses.

Portfolio Diagnostic

Portfolio Diagnostic

Take a deep dive into the characteristics of your model portfolio with our Portfolio Diagnostic report. View portfolio level exposures and obtain snapshots of MPT statistics along with additional portfolio level analysis, such as tracking error and correlation among portfolio holdings.

Portfolio Comparison

Use our Portfolio Comparison capabilities to compare your portfolio against a modified version to see how minor changes may positively impact your model’s portfolio.

Stress Test

Stress Test

Our Stress Test reports allow you to see how your model portfolios would have reacted under the circumstances you – and your clients – want to be prepared for the most. Find out how your portfolios would have fared during the 2008 Lehman collapse… or the 2011 eurozone crisis…or any of a number of significant market disruptions. See what might happen if oil rises by 50% or the US dollar declines by 20%. This may offer the opportunity to see if your portfolios are as durable as you expect them to be.