Acuity Knowledge Partners rebrands to Acuity Analytics. Read press release

x

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.

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

Stevi Joseph

Senior Director, Head of Investment Operations

View Profile

Chamara Gunetileke

Senior Director, Head of Investment Operations and Risk Services

View Profile

Connect with Us

Start your transformation Drop us a note. We will take it from here.