Overview: Portfolio research and operations
Acuity Analytics ‘Portfolio Research and Operations practice provides support to a number of asset managers on activities across the portfolio management value chain, including the following:
Performance and risk analytics dashboards
Performance measurement and attribution
Risk metrics and analytics – beta, VaR, tracking error, correlation, risk attribution
Analytics using third-party platforms
Middle Office support
Portfolio Operations
Investment reporting
Portfolio analytics maintenance work on platforms such as FactSet, Barra Aegis, Axioma, Wilshire Axiom, Bloomberg and POINT
Portfolio Analytics and Reporting
We have distinguished ourselves from peers through our innovative products and client-centric and thought leadership approach in portfolio analytics and reporting and management. We enable clients to work on a "lean" model by offshoring analytical and technology requirements, increasing their bandwidth to focus on value-added strategies. We also help clients leverage our industry experience for superior portfolio risk analytics, efficient investment operations, enhanced reporting solutions, robust data integration and management, and bespoke applications, tools and dashboards. Our customers have experienced significant value from our strong capital markets knowledge coupled with data and technology capabilities to build innovative and tailored managed service solutions.
Industries We Serve
Support We Offer in Portfolio Research and Operations
Portfolio Strategy and Construction
- Portfolio construction, optimization, and asset allocation
- Index, smart beta, and quantitative research
- Capital markets and thematic research
- ESG and manager research
- Investment strategy and backtesting
- Scenario generation and analysis
Portfolio Operations
- Corporate actions processing
- Portfolio/index maintenance
- Benchmark index management
- Portfolio recordkeeping and accounting
- Fund administration and account reconciliation
- Transaction management
Portfolio Analytics and Reporting
- Performance measurement and attribution
- Risk analytics and reporting
- Bespoke portfolio analytics
- Portfolio positioning analysis and reporting
- Client and investment reporting
Data Management and Technology
- Data Management - Learn More
What Defines Us
Our Teams
Connect with Us
Start your transformation Drop us a note. We will take it from here.