Portfolio Visualizer Tools
Select Solutions For
Financial Planning
Model forward cashflows and simulate expected portfolio growth based on
historical or forecasted returns. Better understand the investor’s
likelihood to realise their financial goals and meet liabilities.
Learn:
Financial Planning reimagined
Intelligence:
SRL Analytics Financial Planning and Analysis is a suite of solutions that support financial management and improve decision-making.
These play a crucial role in forecasting and analysis supporting major corporate decisions.
The solution-set, allows Portfolio Managers and Financial analysts, to develop forecasts designed to reflect how the portfolio may perform.
Model forward cashflows and simulate expected portfolio growth based on historical or forecasted returns.
Better understand the investor’s likelihood to realise their financial goals and meet liabilities.
Research & Insights
Screen and compare available managers and securities in order to manage risk and make better informed investment decisions.
Key Features
Backtest Asset Allocation »
Backtest Portfolio »
Backtest Dynamic Allocation »
Manager Performance Analysis »
Monte Carlo Simulation »
Asset Liability Modeling »
Factor Regression »
Risk Factor Allocation »
Factor Statistics »
Fund Factor Regressions »
Fund Performance Attribution »
Fund Screener »
Fund Rankings »
Fund Performance »
Asset Correlations »
Efficient Frontier »
Portfolio Optimization »
Black-Litterman Model »
Principal Component Analysis »
Asset Autocorrelation »
Asset Cointegration »
Learn:
Performance Analysis explained
Intelligence:
SRL Analytics’ Investment screening has several benefits.
Investment screening can help portfolio managers and analysts to better understand investment patterns, which can help them adjust their approaches to screening individual investments.
Investment screening can also be used to exclude investments from portfolios based on multiple factors, and governance criteria. This can help investors to hone in on what's really important to them and pick a fund that fits their objectives.
Screen and compare available managers and securities in order to manage risk and make better informed investment decisions.
Portfolio Construction
Create and compare different portfolio models based on periodically rebalanced, strategic asset allocations, or optimization strategies;
‐ and align investments with financial goals and liabilities.
Key Features
Backtest Asset Allocation »
Backtest Portfolio »
Backtest Dynamic Allocation »
Fund Screener »
Fund Rankings »
Fund Performance »
Asset Correlations »
Monte Carlo Simulation »
Financial Goals »
Asset Liability Modeling »
Efficient Frontier »
Portfolio Optimization »
Black-Litterman Model »
Rolling Optimization »
Learn:
Portfolio Construction reimagined
Intelligence:
Portfolio construction is an instrumental process that assists investors, portfolio managers and analysts achieve better investment outcomes.
With SRL Analytics, understand how different asset classes, funds, and weightings impact each other, their performance and risk, and how decisions ladder up to an investor’s objectives.
A robust, repeatable portfolio construction process can provide resilience and downside protection.
Extract the maximum potential from investment ideas and combine them with others to create an optimal portfolio.
Identify, uncover and remove biases and correlations, allowing investors to add return without taking additional risk.
With SRL Analytics, Create and compare different portfolio models based on periodically rebalanced, strategic asset allocations, or optimization strategies, and align investments with financial goals and liabilities.
Performance Attribution
Analyze risk and return metrics of your portfolio model and understand the sources of those returns and risks.
Learn:
Performance Attribution reimagined
Intelligence:
SRL Analytics Portfolio analysis studies the investment portfolio to see whether it meets a given investment needs, preferences, and resources.
It also measures how likely it is of meeting the goals and objectives of a given investment mandate. As a key area of investment management, this module enables participants to analyse and assess the performance of a portfolio, with the intention of measuring performance on a relative and absolute basis along with its associated risks.
The Attribution suite, distinguishes and decomposes the various different factors affecting the portfolio’s overall performance and risk. is the source of the portfolio’s overall performance.
With the Performance Attribution set of techniques, investors and analysts can use to explain why a portfolio’s performance differs from the benchmark.
Analyze risk and return metrics of your portfolio model and understand the sources of those returns and risks.
Model Laboratory
Compare and build tactical allocation models based on moving averages, momentum, market valuation, volatility targeting, or risk management strategies for improved risk-adjusted returns.
Learn:
Model Development reimagined
Intelligence:
With SRL Analytics Model Laboratory, clients can create clearly defined, step-by-step rule-based structures that can be used for governing trading activities.
Design, develop and back-test strategies based on individual needs and goals. Generate more informed decisions while setting boundaries for the amount and types of risks that can be tolerated.
Developing and using a rule-based trading model offers many benefits: There are no human emotions that get in the way of investment-related decision-making.
With SRL’s Model Laboratory, clients can Compare and build tactical allocation models based on moving averages, momentum, market valuation, volatility targeting, or risk management strategies for improved risk-adjusted returns.
Models can be easily back tested on historical data to check their worth going-live. This allows verification of any associated costs so investors, portfolio managers and analysts can see profit potential more realistically.
Conceptualize the investment thesis, identify the opportunities, develop the model, complete a practicality study and incorporate a risk management framework.