Audience
Portfolio managers
About Investortools
Investortools provides insight into ways to identify and quantify the sources and reasons for a portfolio’s total return. Explore the math behind these calculations and learn how Custom Index Manager (CIM) can help you explain the performance of your portfolios. Factor-based attribution explains returns using independent systematic factors like income effects, yield curve effects, and spread effects. Allocation attribution attributes excess return (portfolio total return minus index total return) to hierarchical allocation decisions and return differences within each grouping. Simulated performance provides a detailed (Bottom-Up) Breakdown of Total Return
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Optimizer
Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.
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AdvisoryWorld
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Integrations
No integrations listed.
Company Information
Investortools
Founded: 1983
United States
www.invtools.com
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Product Details
Platforms Supported
SaaS
Windows
Training
Documentation
Live Online
In Person
Support
Phone Support
Investortools Product Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Value At Risk Calculation