at Financial Technnology Year
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ISS Portfolio Analytics
from ISS
Portfolio modeling, multi-factor analytics and risk modeling, performance attribution, and advanced portfolio construction tools for institutional investors. Enables scenario analysis, strategy backtesting, and what-if analysis for optimizing investment outcomes.
Category:
Portfolio Modeling Software
Tools that enable construction of model portfolios, scenario analysis, and strategy backtesting to optimize investment outcomes. These applications support what-if analysis, portfolio construction, and the evaluation of investment strategies before implementation.
Analysis on right >
Portfolio Modeling Software analysis
Integration & Extensibility
(5 Yes /5 Known /10 Possible features)
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1. Support for Batch Processes
Schedule and run analytics or imports/exports in batch.
Platform supports scheduled/batch data import and analytic processing.
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2. Integration Setup Time
Average time to establish a connection with major external systems.
No information available
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3. Code Library Sharing
Central repository for firm or community-developed modeling code.
No information available
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4. Marketplace for Add-ons
Ecosystem for third-party analytics, data sources, and modules.
No information available
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5. Pre-built Connectors
Standard data and workflow connectors for third-party applications.
Standard connectors for various 3rd-party data sources are referenced.
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6. Webhook Support
Event-driven notifications that can trigger external processes.
No information available
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7. Excel Integration
Ingest/export data directly from/to Microsoft Excel.
Native Excel integration referenced in client materials and platform FAQ.
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8. Support for Python/R/Matlab
Native support for popular programming and analytics languages.
Reference to platform extensibility for Python-based reporting/analytics.
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9. Custom Plug-ins/Extensions
Ability to build/install custom analytics or interfaces.
No information available
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10. Open API Access
Full-featured APIs for integrating with internal/external applications.
API documentation and technical literature affirm open, programmatic API access for integrations.
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Security & Reliability
(6 Yes /6 Known /10 Possible features)
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User Interface & Usability
(2 Yes /2 Known /10 Possible features)
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Compliance & Regulation
(6 Yes /6 Known /10 Possible features)
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Workflow & Collaboration
(4 Yes /4 Known /10 Possible features)
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Performance Measurement
(9 Yes /9 Known /10 Possible features)
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Data Integration & Coverage
(8 Yes /8 Known /10 Possible features)
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Reporting and Visualization
(8 Yes /8 Known /10 Possible features)
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Risk Analytics and Measurement
(9 Yes /9 Known /10 Possible features)
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Portfolio Construction & Customization
(8 Yes /8 Known /10 Possible features)
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Publicly available data, summarised using AI.
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