Brisk Analysis. Swift Comparisons.


A vigorous analytical engine is at the heart of InvestWorks. Isolate investment products. Analyze their performance. Track their stylistic integrity. Deconstruct them to expose their composition, asset-class sensitivities, and style drift. Critically evaluate them for numerous risk factors.

Find meaning in a maelstrom of numbers.

Robust comparative tools are woven into the very fabric of InvestWorks. Compare investment products with market benchmarks and with peers from carefully-crafted peer groups. Clearly grasp important differences among them with precise searches, clear charts, and intuitive reports.

Arrive at the bottom line with fresh insights.

Impressive Analytics

Simple yet Powerful

Expressive Reports

Simple yet Effective

Easily Customized ...too!

Your Brand

Your Style

Your Format

Your Report

Comprehensive Data

No  Survivorship Bias


Timely Updates

Quarter End + 15
Quarter End + 21
Quarter End + 30

Sources You Trust

Any Device. Any Platform. Anytime.

All you need is device with a web browser and an internet connection.

Our technology automatically delivers content optimized for your device.

Our SSAE-16 compliant datacenter guarantees 99.999% uptime.

No Java. No Flash. No Apps.

InvestWorks is Affordable

How Much does it Cost?

Less than you think. Subscription rates are based on the number of users.

What’s Included?

Unlimited use of InvestWorks, unlimited web-based training, and toll-free support.

Can I Try before I Buy?

Absolutely. Call us for a demonstration and we’ll set up a trial account for you right away.

Rule the Competitive Landscape

Request a Test Drive Today!

…and experience the convenience of InvestWorks.

InvestWorks is Easy-to-use and Easy-to-afford

  1. Standard Deviation
  2. Sharpe Ratio
  3. Beta
  4. Alpha
  5. Active Returns
  6. Tracking Error
  7. Information Ratio
  8. Treynor Ratio
  9. R-Squared
  10. Up-market Capture Ratio
  11. Down-market Capture Ratio
  12. Consistency
  • 1,2,3,4,5,6,7,8,9,and 10 Year for all Statistics
  • 1 Quarter and Year-to-date, in addition to the above, for performance

The last 10 calendar years starting with the current year.

  • Super-fast comparisons.
  • Single-click transition among 50+ most commonly sought comparisons for an instant 360° perspective on a set of investments.
  • Simultaneous comparison across up to 10 time periods including custom time periods.
  • Analysis with your choice of peer groups and benchmarks.
  • Simple and straight-forward workflow for quick interactive analysis.
  • Seamless integration with reporting.
  • Two ways to create custom products and benchmarks:
    1. From a series of returns.
    2. From a weighted aggregate of investments.
  • Automatic calculation of all statistics.
  • Ability to assign your custom products to any peer group.
  • Three ways to create custom peer groups:
    1. From a set of hand-pick investments.
    2. From results of a dynamic criteria-based search.
    3. From style peer groups with benchmarks of your choice.
  • Ability to use all your custom products, benchmarks, and peer groups like first-class citizens in any chart, report, comparison, or analysis alongside their real counterparts.