Identify New Opportunities with Portfolio BI

Portfolio BI is a solution that combines data, analytics, and research management to power an asset manager's investment process.

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Software for the Leading Asset Manager

Portfolio BI is an all-in-one solution that combines multi-asset class portfolio analytics with robust research management tools. Quickly identify new investments and evaluate the impact of proposed adjustments on your plan's asset allocation, direct investments, and more.

Power Your Data

Combine your proprietary holdings or manager-supplied data while integrating portfolio data from any third-party source.

Portfolio Insights

Analyze your investments, including real assets, hedge funds, and private equity, and forecast portfolio performance.

Risk Analysis

Gain a full, transparent view of risk distribution at the portfolio, group, factor, and asset levels.

Know Your Team

Identify new investment opportunities based on both qualitative and quantitative factors and access a consolidated view of your existing managers.

Get the data you need to manage better business outcomes.

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