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Reveal Hidden Drivers of Portfolio Risk and Performance

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Portfolio Managers
Risk Managers

Step 1

  • In the Analyze → Trends view, select performance and observe the return contribution from factors.

Step 2

  • Move to the “Style” tab to identify the key factor(s) contributing to underperformance.

Step 3

  • Switch to Exposures, expand the exposure contributors, grouping by GICS sector, to identify sources of outsized exposure.
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Marketing/IR
Marketing/IR
Analysts
Analysts
Data Scientists
Data Scientists
Portfolio Managers
Portfolio Managers
Risk Managers
Risk Managers

What Forces Are Impacting Your Performance? Find Out Now...

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