S&P Eyes Buy-Side Performance with Portfolio Analytics Tool

S&P Global Market Intelligence’s new Portfolio Analytics platform combines the vendor’s data with clients’ own proprietary content to allow portfolio managers to assess and communicate the drivers of their performance, officials tell Joanne Faulkner.

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The integration of the tool with Alpha Factor Library, the vendor’s suite of proprietary global stock-picking signals, allows portfolio managers to assess both their performance and their exposure to factors such as value, momentum or earning qualities, and to understand the exposures that the portfolio has to 580 different signals.

According to Warren Breakstone, managing director and general manager of the capital markets group at S&P Global Markets Intelligence, this means that portfolio

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Systematic tools gain favor in fixed income

Automation is enabling systematic strategies in fixed income that were previously reserved for equities trading. The tech gap between the two may be closing, but differences remain.

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