Our team of experts will introduce you to our manager analysis and portfolio intelligence capabilities, tailoring the conversation to your specific needs and interests.
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Uncover insights and share your findings.
Performance
Evaluate performance trends over time. Compare manager returns with benchmark returns. Calculate risk statistics such as Sharpe ratio, rolling alpha, rolling beta, and more.
Exposures
Analyze exposures by market cap, sector, geography, and position size. Use manager-provided categories, industry standard classifications, or custom buckets.
Attribution
Understand key drivers of performance across a range of dimensions and custom categories. Compare attribution statistics with benchmarks or peer groups. Use industry standard frameworks or our proprietary Novus Framework.
Risk
Evaluate risk exposures, current and historical factor exposures, and value at risk (VaR).
Peer Comparison
Upload fund data directly into the Novus Platform. Analyze according to your own preferences. Supplement your analysis with our 13F database.
Due Diligence
During the evaluation stage, upload fund data directly into the Novus Platform to analyze according to your preferences. Supplementally, utilize our 13F-sourced public data for a more holistic understanding.
Reporting
Export data and graphs into PDFs or spreadsheets. Create interactive reports within the platform and share them with clients, teammates, and key stakeholders—including non-platform users.
How it works
1.Integrate
Share your portfolio of managers, and we will take it from there. Having connected with thousands of managers, we’re experts in data digitization and supplementation.
2.Analyze
Use our flexible dashboards to explore manager data. Start with industry-standard templates and customize to fit your preferred methods of analysis.
3.Share
Export dashboards to generate key deliverables: PDFs, spreadsheets, and digital reports. Our interactive reports provide a dashboard experience while restricting data access for external viewers.
Explore the Novus Platform
Performance
Take a look at our demo dashboard for comparing manager returns with a benchmark. Explore Sharpe ratio, Sortino ratio, trailing returns, rolling returns, and more.
Exposure
In this demo dashboard, delve into a manager's approach by examining current and historical sector exposures. Compare long, short, net, and gross exposures across sectors.
Attribution
This demo dashboard features our most popular attribution analytics, including the winner and loser summary, selection framework, and Novus Framework.
Connect the dots across your portfolio
Complete your portfolio mosaic with transaction, allocation, and manager data offering holistic context for strategic investment decisions.
