Spotfire Asset Management

The Solution:
Attribution Analysis - This application helps investment professionals to better understand their current portfolio. Users will:

• Generate complete views of portfolio returns and risks on an absolute basis or relative to benchmarks
• Allow for a granular inspection of performance by security, industry, sector, country, currency, time or other relevant variables
• Provide a visual representation of information and insights which can be shared with other members of the investment team or with clients

The Solution:
Manager of Managers - This application allows investment professionals to compare and contrast the returns and risks of their portfolio against a benchmark or custom peer universe.  Users can:

• Generate complete views of portfolio returns and risks on an absolute basis or relative to benchmarks
• Allow for a granular inspection of performance using box plots, cross tables and trellis views
• Provide a visual representation of information and insights which can be shared with other members of the investment team or with clients

The Solution:
Portfolio Adjustment - This application allows portfolio managers and analysts to accurately adjust portfolio holdings by delivering up-to-date portfolio data to the Spotfire interface.  Users can:

• Examine your portfolio at multiple levels and evaluate the results of your adjustments
• Consider the output of proposed changes to the portfolio in meaningful increments then generate a buy and sell list for fast execution
• Import updated portfolio holdings using information links and start the whole process over again without involving IT

The Solution:
DDE2DXP™ Data Link- This link enables any investment professional to drill down in market moving securities.  By integrating portfolio holdings and near real-time market data into a single analytical environment, portfolio managers, traders and analysts can constantly and accurately take the pulse of the market as it relates to their portfolio.  Users can:

• Systematically, identify and visualize market movers and their impact on portfolio performance
• Using pre-defined bookmarks, drill down quickly into events and gain a deep understanding before committing capital or putting your reputation on the line
• Quickly share insights and findings with other members of the investment process for more collaborative investment decisions