Linedata Investment Data Analytics
Gain a deeper understanding of your portfolio's performance characteristics.
Overview
Linedata's Investment Data Analytics offering provides performance attribution and portfolio analytics to help investment managers gain a deeper understanding of their portfolio's performance. The analysis includes performance, Brinson-Fachler attribution, currency attribution, benchmark analysis, and factor-based attribution.
✨ Key Features
- Performance attribution (Brinson-Fachler, currency, factor-based)
- Benchmark analysis
- Fund peer group analysis
- Performance tracking and reporting
- Key rate duration analysis
🎯 Key Differentiators
- Combines technology with a team of MBAs and CFAs to extend in-house capabilities
- Focus on outsourcing the entire data analytics process
- Ability to handle complex and structured investments
Unique Value: Offers a combination of technology and expert services to liberate investment managers from the grunt work of data management and analysis.
🎯 Use Cases (3)
✅ Best For
- Outsourcing data sourcing, extraction, cleansing, and analysis.
- Supporting portfolio monitoring of complex and structured investments.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- NA
🏆 Alternatives
Provides a more service-oriented approach, acting as an extension of the client's team.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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