Track allocations and construct 
portfolio-level reports.

Our portfolio intelligence tool empowers investment offices to streamline portfolio management workflows.


Evaluate performance metrics at the asset class level or total portfolio level.

Performance and Risk Statistics


Analyze aggregated exposures by market cap, sector, geography, and position size across the entire portfolio. Use manager-provided categories, industry standard classifications, or custom buckets.


Understand key drivers of performance for every fund in your portfolio. Compare attribution statistics with benchmarks or peer groups. Use industry standard methodologies or our proprietary Novus Framework.


Evaluate risk contribution by fund, risk exposures by category, as well as current and historical factor exposures at the portfolio and position levels. Explore Value at Risk across varying thresholds.

Portfolio Management

Compare target and actual allocations by strategy and asset class groupings. Forecast cash flows and track cumulative liquidity and future cash requirements.


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

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.

Reconcile Data

Run routine data checks and correct issues within both historical and current data.


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


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.

See Dashboard


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.

See Dashboard


This demo dashboard features our most popular attribution analytics, including the winner and loser summary, selection framework, and Novus Framework.

See Dashboard

Unlock pivotal manager insights

Use our manager analysis tool to answer critical questions about a fund with powerful analytics and reports.

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