There’s a smarter way
to drive insights.

With streamlined data aggregation and advanced analytics, you can assess performance, attribution and risk for all institutional plan types—then showcase your value with reports and dashboards.​


Step up to straight-through reporting.

Portfolio Analytics and Reporting makes it easy to drive insights >>>

Make better portfolio decisions.

See the factor exposures of any portfolio so you can quickly compare a fund to its peers, identify competing or complementary funds, and create a manager short list.


Compare any fund to its peers.

Instantly identify what makes a manager unique with Peer Insights™ >>>

Tap into the power of peer benchmarking.

Benchmark a plan against its peers to gain insights into asset allocation, performance and risk. Instantly determine which factor exposures set one fund apart from another.


Access the most robust plan sponsor data.

Plan Universe makes it easy to compare asset allocations, performance and risk with relevant peers >>>

Simplify manager research.

Find the right manager for any mandate. Create your recommended short-list with sharp insights into each manager’s fees, factors, performance attribution and risk.


See the industry's only actual post-negotiated manager fees.

Strengthen fee negotiation and maximize total returns with Fee Analyzer >>>