With Spotfire's innovative optimized portfolio management solution, you can streamline portfolio construction, optimization, and backtesting functions, while delivering superior risk-adjusted returns on either client portfolios or internal treasury portfolios.
Spotfire"s interactive visual analysis capabilities allow your team to analyze performance with greater granularity than what is currently being delivered today in static reports and spreadsheets. In addition, your power users gain a rigorous statistical modeling framework to optimize a financial portfolio, using techniques ranging from the classic mean-variance approach to more complex objective functions involving logarithmic returns and coherent risk measures such as expected shortfall.
- Achieve competitive advantage by seamlessly integrating the portfolio construction, testing, and optimization, and reporting workflow
- Rapidly prototype and test out portfolio models
- Handle large number of asset types
- Free up quants from redundant tasks - such as re-running analysis with different set of inputs - to develop new models, trading strategies, and more value-added tasks
- Replace spreadsheets with a scalable and collaborative workflow solution
- Flexibly and rapidly implement multiple models using different risk-return objectives
Spotfire can help your organization gain an edge by providing advanced optimization techniques, a scalable statistical and financial function library that let’s you analyze and study time-series data, backtest your portfolios, and generate a variety of performance reports.