Capital IQ Upgrades Platform to Broaden Client Demand
The new release, rolled out last month, includes a Portfolio Management module that can be integrated with users' accounting systems to automatically populate the module with their holdings. The module enables portfolio managers and other buy-side staff to run attribution reports to assess the risk and return of their portfolios, and can also be used to create custom pages of aggregated data based on user-defined watchlists of companies by feeding their portfolios into the product's MarketViews
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