Whether you are a portfolio manager optimising allocations, a relationship manager preparing for a client meeting, or a COO overseeing firm-wide KPIs, the ability to access and act on real-time, accurate analytics is critical.
Yet, traditional portfolio management systems often fall short. They are siloed, slow, and reactive—built for reporting the past, not navigating the future.
We have reimagined what investment analytics can be.
Why performance metrics matter
Metrics like time-weighted return, sharpe ratio, sortino ratio, and TVPI are not just technical jargon—they are the language of performance, risk, and value. They help answer essential questions:
- How are we performing relative to our benchmark?
- Where is our alpha coming from?
- Are we being adequately compensated for the risk we are taking?
- How do we compare across asset classes, clients, or custodians?
But these insights are only as good as the data and systems behind them.
The intelligence engine: real-time analytics, reimagined
The Point Intelligence Engine is built to deliver real-time, persistent, and role-specific analytics—not just reports, but intelligence. It transforms raw investment data into actionable insights, accessible on demand or continuously, across the entire organisation.
Core capabilities:
- Persistent and on-demand analytics: from daily dashboards to strategic overviews, insights are always at your fingertips.
- Custom analytics via embedded Power BI: build bespoke visualisations directly from the data warehouse—no external tools required.
- Cross-client and cross-asset intelligence: analyse portfolios, clients, and asset classes holistically.
- Role-based intelligence delivery: serve the right insights to the right people, at the right time.
Built on a smarter data foundation
Unlike legacy systems, Point is powered by a bi-temporal data warehouse and a next-generation Independent Investment Book of Record (IIBOR). This means:
- Data is always accurate and audit-ready, no matter when or how it is queried.
- Analytics are persistent, not just snapshots.
- Insights are scalable, across teams, clients, and geographies.
This architecture enables advanced metrics like:
- Time-weighted return (TWR) – in both portfolio and security currency
- Sharpe and sortino ratios – for risk-adjusted performance
- Attribution analysis – including stock selection, asset allocation, and interaction effects
- Private equity metrics – DPI, RVPI, TVPI
- Benchmark capture ratios, alpha, beta, and more
All of this is delivered through a self-service UI, empowering teams to explore, model, and act—without bottlenecks.
Beyond performance: data quality you can trust
The Intelligence Engine also includes interactive data quality monitoring, with tools like:
- Reconciliation difference tracking
- Price and performance outlier detection
- Security attribute gap analysis
This ensures that every insight is built on a foundation of trust and transparency.
From data to decision
In a world where milliseconds matter and expectations are rising, Point’s Intelligence Engine gives investment managers the edge. It is not just about measuring performance—it is about understanding it, communicating it, and acting on it with confidence.
From metrics to meaning. From data to decision. That is the Point.
Read the original article here.
