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

 

Sample fund analysis:

 

In: