Roles

Tasks

• Investment Committee
• Chief Investment Officer
• Risk Officer

• Discovering new investment candidates.
• Monitoring current investments for delivery of needed results.

InvestIn Feature

InvestIn Exclusive Capability

• Massive scope for comparing different investment types simultaneously

• Stocks; bonds; options; ETFs; mutual funds; separate accounts; hedge funds

• Comprehensive investment factors for fine-tuned selection and monitoring  

• 50+ risk/return statistics; 60+ fundamental financials; 30+ ESG

• Factor-level investment ranking for precise relative strength or weakness 

• Decile; quartile; quintile; percentile

• Market and economic time periods for go-forward sentiment analysis 

• Calendar year; trailing period; market cycle segments; yield curve segments; GDP segments; employment segments; inflation segments; trading segments

• Various groupings for insightful peer analysis  

• Asset classes; investment types; industries; sectors; exchanges

• Algorithmic investment discovery with 100% coverage of any number of desired factors

• Always find investments optimally fitted to preferred factors ordered from best to worst fit

• Quick portfolios for comprehensive return and risk analysis using rich tables and graphs

• Assess a portfolio’s ability to deliver mandates in specific market or economic conditions

• Optimization using learning algorithms for smart allocations  

• Multi-period portfolio optimization tuned to a market and economic sentiment

Roles

Tasks

• Portfolio/model managers
• Registered reps as portfolio managers (aka “Rep as PM”)
• Long-only analysts
• Hedge fund analysts
• M&A analysts
• Business development officers

• Building portfolio models optimized to a particular investment objective or portfolio role
• Creating factor-based themes as investable baskets (aka sleeves) similar to a custom SMA
• Discovering new investment candidates for a specific mandate
• Evaluating current holdings’ likelihood to meet a near-term market sentiment
• Finding comparables for valuation targets and substitutions
• Identifying competing investments for offensive or defensive purposes

InvestIn Feature

Exclusive Capability

• Discover investments “Best At” or “Worst At” one or more factors for pure-play exposure

• Use top decile rankings leaders in risk/return, fundamental, or ESG factors for selecting on factor persistence 
• Flip the ranking to the bottom decile to identify shorting candidates or weak competitors

• Discover investments with 100% coverage of one or more preferred factors

• Assemble any number of desired fundamental, risk/return, ESG, and trading factors for finding ideal investment candidates specific to an M&A, private equity, or long-only mandate

• Quick portfolios allow instant analysis of any mix of result table investments

• Evaluate the benefits of integrated investments tuned to a market sentiment and/or a target investment objective