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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Integrations
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Company Information
Investortools
Founded: 1983
United States
www.invtools.com
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Product Details
Platforms Supported
Cloud
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