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.
Simple yet Effective
Easily Customized ...too!
No Survivorship Bias
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.
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
Crystallize next-generation investment ideas and seize the first-to-market advantage.
Recommend tomorrow’s winners today and distinguish your advice.
Measure your consultant’s effectiveness and make judicious fiduciary decisions.
Provide sound financial advice and navigate turbulent markets with confidence.
Request a Test Drive Today!
…and experience the convenience of InvestWorks.
InvestWorks is Easy-to-use and Easy-to-afford
- Standard Deviation
- Sharpe Ratio
- Active Returns
- Tracking Error
- Information Ratio
- Treynor Ratio
- Up-market Capture Ratio
- Down-market Capture Ratio
- 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:
- From a series of returns.
- 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:
- From a set of hand-pick investments.
- From results of a dynamic criteria-based search.
- 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.