Portfolio Analytics and Attribution

Understand, rate, and manage exposure to a telling set of unique risk factors

  • Identify unique risks that relate to true economic value creation, removing accounting-based biases
  • Isolate potential portfolio blind spots and quantify risks difficult to measure
  • Determine the tradeoff between portfolio’s Fundamental Value and Actual Valuation across sectors, geography and by stock


To learn more about the EVA Portfolio Analyzer and its power for allocating funds, read EVA  Portfolio Analyzer 101

Sample fund analysis:

 

In: