Security Selection

Visual Analytics Provide Critical Intelligence for Security Selection

To achieve top performance, asset managers require significant statistical data and financial analytics concerning their security selection. They need clear insight about the factors that drive equity valuation. They need ways to measure how their selections affect investment objectives, benchmarking, risk and reward and overall portfolio performance. They need data on the many factors affecting security prices, including market structure, economics, technicals, fundamentals, geo-political events and more. And what they need most of all is a way to manage and analyze all this information in order to maximize their ability to interpret and exploit it. Visual analytics provides a highly productive and effective way to perform security selection. And in financial enterprises throughout the world, Spotfire provides a leading visual analytics software solution used by top asset managers.

Spotfire® Delivers Solutions to Optimize Security Selection

Spotfire offers asset managers a visual environment where they can explore and interact with information affecting security selection without requiring pre-programming from IT. Spotfire allows users to combine numerous columns of categorical and relational data in a single platform where the user can explore and query variables in real time. For example, managers may combine market data from Bloomberg, data on holdings from Portfolio Accounting, risk metrics information from Barra, and more. Through a series of visual representations, they can then explore the aggregated data, asking questions to help determine the appropriate security selection and getting answers on the spot. Managers can use Spotfire to clearly identify the characteristics of securities that are driving investment returns in a portfolio, and then compare those securities to valuation methods. They can compare actual returns to forecasts, drill down to visualize performance holdings over multiple criteria, and customize the results by seamlessly combining data from many sources. With Spotfire, asset managers finally have the tools they need to achieve the performance their clients expect.

Uses Beyond Security Selection

Spotfire's open architecture and flexible configuration allow enterprises in many verticals to use it as business intelligence software for a wide variety of applications. In addition to security selection, Spotfire has tremendous value in other financial applications such as attribution analysis and compliance and risk management. Oil companies rely on Spotfire to guide exploratory development while marketing firms use Spotfire to enhance campaign analytics. And because it integrates easily with other information technologies, Spotfire can be used as a business intelligence reporting tool or to enhance the BI dashboard.

For more information on improving security selection with Spotfire, click here.

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