Solution introduction
Delivering clarity
An independent and objective assessment of return, risk and holdings that delivers clarity to investors and their advisors
A quantitative approach.
The Enhance Manager Analysis Programme (EMAP) quantitatively assesses the suitability profile of each investment portfolio against a defined Investment Policy using a combination of returns-based and holdings-based analytical techniques.
Our proprietary EMAP Rating scores each investment portfolio using risk and return characteristics relative to the portfolio’s benchmark. This is augmented by an X-Ray to programmatically identify holdings-level Investment Policy deviations.
Every EMAP report provides an investor-specific commentary and action points to discuss with investment managers and guide performance optimisation and mandate compliance. Delivered in report form and via our client portal for an interactive experience.
Insights into action.
