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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Track allocations and construct portfolio-level reports.
Performance
Evaluate performance metrics at the asset class level or total portfolio level.
Allocations
Track total portfolio allocations by asset class using balance and transaction data. Analyze current allocations and changes over time.
Attribution
Understand key drivers of performance for every fund in your portfolio. Compare attribution statistics with benchmarks or peer groups. Use industry standard methodologies such as Brinson attribution.
Risk
Evaluate risk contribution by fund and risk exposures by category, as well as current and historical factor exposures at the portfolio level. Explore Value at Risk across varying thresholds and run scenario analyses.
Portfolio Management
Compare target and actual allocations by strategy and asset class groupings. Forecast cash flows and track cumulative liquidity and future cash requirements.
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.Establish Connectivity
The Novus Data Team builds automated integrations to ingest raw portfolio data from custodians and managers to provide an aggregated view of your portfolio in a single, digital location.
2.Reconcile Data
Run routine data checks and correct issues within both historical and current data.
Learn how to do this with Ledger.
3.Share
Export dashboards with complex analytics to generate key deliverables: PDFs, spreadsheets, and digital reports. Our interactive reports provide a dashboard experience while restricting data access.
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.
Unlock pivotal manager insights
Use our manager analysis tool to answer critical questions about a fund with powerful analytics and reports.
