Differentiate your investment strategy 

The leading holdings-based portfolio analytics and visualization tool saves you time, money and effort by giving a clear and precise analysis of your exposure to the factors that matter most.

Part of the Style Analytics solution

PORTFOLIO Analyzer: Uncover the factors that set your portfolio apart

Explore differentiating factors.

Demonstrate style consistency and alpha generation using independent validation on your investment style through factor analysis. Portfolio Analyzer offers 130+ factors and ESG metrics to show your differentiating factor exposures.

Customizable analysis shows a portfolio’s unique factor exposures.

Instantly see where your portfolio stands out.

Our Style Skyline™ makes it simple to visually compare your factor exposures to your benchmark and validate your investment style across a range of style categories.

Style Skyline™ sets the standard for intuitive visualization.

Understand how and why factor exposures shift.

Our DeltaZoom™ module pinpoints the root causes of changes in portfolio factor exposure, instantly investigating and illustrating whether these changes are caused by market movements or trading decisions.

DeltaZoom™ brings efficiency and accuracy in factor change analysis.

Ensure ESG is factored in.

With growing demand for ESG metrics, Portfolio Analyzer includes ESG analytics and provides a side-by-side comparison alongside our traditional factors.  Our Style Skyline™ includes ESG exposures for a clearer picture of where you stand.

See how you measure up on ESG.

FACTOR ANALYSIS

Explore differentiating factors.

Demonstrate style consistency and alpha generation using independent validation on your investment style through factor analysis. Portfolio Analyzer offers 130+ factors and ESG metrics to show your differentiating factor exposures.

Customizable analysis shows a portfolio’s unique factor exposures.

INTUITIVE VISUALIZATION

Instantly see where your portfolio stands out.

Our Style Skyline™ makes it simple to visually compare your factor exposures to your benchmark and validate your investment style across a range of style categories.

Style Skyline™ sets the standard for intuitive visualization.

FACTOR CHANGE ANALYSIS

Understand how and why factor exposures shift.

Our DeltaZoom™ module pinpoints the root causes of changes in portfolio factor exposure, instantly investigating and illustrating whether these changes are caused by market movements or trading decisions.

DeltaZoom™ brings efficiency and accuracy in factor change analysis.

ESG ANALYTICS

Ensure ESG is factored in.

With growing demand for ESG metrics, Portfolio Analyzer includes ESG analytics and provides a side-by-side comparison alongside our traditional factors.  Our Style Skyline™ includes ESG exposures for a clearer picture of where you stand.

See how you measure up on ESG.

Portfolio analytics start with factors

Portfolio Analyzer, part of the Style Analytics solution, provides powerful analytics on your portfolio’s factor exposures, performance attribution and risk. Its intuitive visualizations bring your factor analysis to life through our industry-leading Style Skyline™. Additional modules unpack the “how” and “why” of exposure shifts and simulate rebalancing choices. Uncover your differentiating factor profiles for effective investor communications.

130+ factors allow you to pinpoint your  differentiators.

Style Skyline™ – the industry standard of intuitive visualization of factor exposures.

ESG data is integrated for side-by-side comparison.

Analytics instantly uncover the reasons behind factor exposure changes.

Related Content

USE CASE

Discover how an Asset Owner can use DeltaZoom™ to explore why a manager’s portfolio changed.

USE CASE

Learn how a Growth Manager can use DeltaZoom™ to shows drivers of a portfolio’s change.

VIDEO

Hear the three key differentiators that made our Style Analytics solution the right fit for Vontobel.

“HSBC Global Asset Management routinely needed to understand why manager exposures changed as part of the investment review process and DeltaZoom allows us to do this quickly and with granularity that allows us to get the heart of a change.”

Tobias Goetzinger

Global Head of Portfolio Analytics, HSBC Global Asset Management

Demo Portfolio Analyzer

If you have a question or need more info, we would be delighted to speak with you.

Investment Metrics is a global leading provider of investment analytics, reporting, data and research solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.
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