Portfolio Management

Spotfire® Enables more Competitive Portfolio Management

In today's highly competitive financial marketplace, portfolio managers need the best financial and business intelligence products to help achieve performance goals and grow assets under their management. Financial professionals worldwide employ financial and business analytics software from Spotfire to give them a competitive edge. With advanced data visualization capabilities, Spotfire gives portfolio management professionals a better understanding of their underlying data. Combining the power of visual and interactive analytics with statistical analysis, Spotfire delivers a powerful and innovative set of tools for portfolio management. Spotfire has become an integral part of the investment process for leading mutual fund and hedge fund companies, helping them to make better decisions, limit the cost of opportunities, reduce slippage and compete more aggressively on analytics.

A Visual Approach to Portfolio Management

As a leading provider of financial and business intelligence analytics software, Spotfire enhances portfolio management by allowing managers to interact with their data visually, without the need for pre-programming from IT. Offering a variety of visual formats, Spotfire allows users to explore their portfolio data freely, ask any question that arises, and get an answer immediately. Users can easily share information with colleagues through Web-based interactive reports, or drop data visualizations into Powerpoint®.. Spotfire's Guided Analytics™ feature allows expert users to record their analytical process step-by-step for less experienced users, so even novices can benefit from advanced statistical analysis of their data. Guided Analysis enables enterprises to capture and share best practices throughout the organization. Simply put, management of financial performance has never been this easy.

Achieve Greater Performance in Portfolio Management

From security selection to attribution analysis to enterprise risk management, Spotfire delivers value in many ways. Spotfire enables portfolio managers and other financial professionals to:
  • Understand and absorb multivariate relationships with greater speed and increased confidence
  • Build best practice guidelines for querying valuation inputs for selection of securities
  • Contrast expected returns with trade costs and market risks using interactive scenario planning
  • Deliver more effective and dynamic attribution presentations for clients and consultants
  • Integrate portfolio holdings, compliance rules, market prices, and risk metrics into a single platform for dynamic querying on a enterprise-wide basis
For more information about Spotfire's portfolio management capabilities, click here.
What is Spotfire?
Spotfire speeds confident business decisions with interactive, visual data analysis
How is Spotfire applied?
Harness the power to add significant value to your financial analytics through Spotfire's visual analysis platform

Asset Management
Attribution Analysis
Security Selection
Compliance and Risk
Sales and Marketing

Banking
Capital Market Risk
Asset Liability
Sales and Marketing

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