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December 7, 2015

Putting Sparkle in Portfolio Analytics

by Lipper Alpha Insight Research Team.

HOLIDAY RAFFLE PROMO CODE: PORTDASH

Throughout 2015, ways of helping you integrate your data within portfolios have continued to surge forward with three releases of Portfolio Link. The latter part of the year saw two fantastic innovations bringing Portfolio applications to the web product, with four HTML5 releases – 3 on Portfolio Dashboard, and the release of Portfolio Intraday which is forthcoming on December 21.

Portfolio Dashboard:

Dec-7-1.2-Portfolio-Dashboard

Source: Eikon

Compare up to 25 portfolio benchmark pairs of real time performance and attribution information. Visualise the real time data through a variety of charts.

Portfolio Intraday:

Dec-7-2.2-Portfolio-Intraday

Source: Eikon

(Forthcoming in Eikon Web on December 21) Monitor your portfolio versus benchmark in real time at portfolio, group and security level.

Portfolio Link:

Schedule uploads of custom data, transactions, holdings, custom corporate actions, custom prices and custom assets into the Eikon Portfolio solutions. Load up permissions and folders to integrate the numerous portfolios with internal teams and workflows.

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