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Through a proprietary framework developed with hundreds of managers over the last decade, the Novus Framework measures the value added by each degree of freedom used in your process.

Are you buying late? Are you selling early? How do you react to market events (e.g., earnings surprises), and is it additive? Quantify your behavioral biases and transform them into investment edges.

Novus powers attribution analysis along traditional industry methodologies, including Brinson and Alpha/Beta decomposition of returns, with thousands of benchmarks at your fingertips.

portfolio analytics using the novus platform

Novus estimates, aggregates, and validates Value-at-Risk metrics at the security and aggregate portfolio levels, supporting an intentional and transparent approach to risk management.

By placing proprietary / customizable factor models and stress tests into your hands, Novus facilitates analytics around factor sensitivity, exposure, and contribution at both the security and portfolio level.

portfolio analytics for asset managers and asset owners

Novus maps manager-provided exposure-level data to standard or custom categories; enabling informed asset allocations, transparent planning, and predictive analytics.

The Novus Best-available toolkit optimally combines disparate sources of manager information into a daily position-level proxy, delivering the most complete picture of a manager's portfolio.

portfolio monitoring for asset owners and asset managers

Novus rolls up attribution, risk, and exposure – up and down your portfolio, left and right along the time axis – giving you transparent and full control over aggregation methodologies.

Stop looking for diversification solely through the lack of correlation in returns, and gain deeper insight into how portfolios actually move, against each other and those of peers.

portfolio analytics for institutional investors
August 14, 2021

The Dashboard Control Panel lets you update the settings for all components within a given tab simultaneously, making you analysis even easier.

May 17, 2021

Manager League Tables rank publicly reported manager data. View top alpha producers by sector, strategy, and geography.

May 13, 2021

Leverages your balance and transaction data to power a comprehensive set of returns-based analytics.