| Analytics
Performance
measurement, risk analysis, style and factor analysis, quantitative analysis
of indices, securities and portfolios. Find securities that match or exceed
the performance characteristics established for portfolio benchmarks. Databases
available for asset classes, mutual funds, stocks, variable annuities and
closed-end funds. Integrated with other AdvisoryWorld programs for optimization
& performance review.
I wonder
what the Beta of Templeton Foreign is using the EAFE as the benchmark?
Does Janus Twenty have a decent "risk adjusted return" relative
to the Wilshire Large Cap Growth Index? How does Ford Motor correlate
to the automotive index?
These are questions that can be answered by Advisory World's Analytics
software. Analytics gives the user the ability to compare any asset(s)
against any other asset as the benchmark. With Analytics, you can perform
calculations such as Rolling Returns, Sharpe Ratios, Betas, Alphas, Correlation's,
Risk Adjusted Returns, Standard Deviations and many others. You can choose
any time frame and any holding period. The software even allows you to
sort on any of the calcs.
Analytics
produces customizable and exportable graphics and integrates with Power
Optimizer and Scandata. Research has never been this easy!
Analytics
Calculates:
- Rolling
Returns (for any holding period or time frame)
- Correlations
- Beta and
Alpha using any security as the benchmark
- Risk Adjusted
Returns using any security as the benchmark
- Cumulative
Historical Returns
- Monthly
or annual returns
- Standard
Deviation
- Sharpe
Ratios
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Analytics: $140/year for quarterly updates. $210/year for monthly
updates. Updates include asset class and index data.
Add Mutual
Funds, Stocks, VA's or Closed End Funds for $245/year for quarterly or
$264/year for monthly.
Note:
To order Analytics, please call 800.831.7636 or email sales@software4advisors.com.
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