Investors and consultants are looking to have deeper discussions with asset managers when it comes to determining performance drivers.  Analyzing return components is key to better understanding the impact of investment choices. Holdings Analysis helps you perform attribution analysis by providing context into how asset managers are actively allocating capital across equities – broken down by style, sector and geography – compared to both benchmarks and peer groups.

Consultants and investors have access to detailed manager holdings. Asset managers can view their own holdings and aggregated universe holdings, allowing better communication about how decisions differ from peers.