Assess and improve your investment strategy
We give you the flexibility to use either factor-based or Brinson-style attribution through a single platform, allowing you to choose the approach that is most relevant to your investment style. We also offer you the ability to evaluate returns on a risk-adjusted basis, providing additional insight into your portfolio’s performance relative to risks.
Our performance attribution feature is integrated with Axioma Portfolio AnalyticsTM which also allows you to analyze risk and return, assess your exposure to factors, and generate print-ready reports.
Axioma Portfolio Analytics is for:
Portfolio managers and analysts
Monitor your portfolio’s performance on a daily basis using customized portfolio dashboards
Evaluate factor bets to identify the factors driving your portfolio’s performance
Marketing and reporting
Choose from a set of comprehensive print-ready reports to communicate about performance to prospects, clients and your own management team
Axioma Portfolio Analytics
An integrated view of your portfolio’s risk and return
Leverage factor-based risk analysis and attribution, assess your factor exposures, and generate print-ready reports.
Flexible, multi-asset, market risk management
A cloud-native, flexible system offering analytics and data in a unified platform for a consistent view across your firm.
Axioma Equity Factor Risk Models
Comprehensive analysis with multiple views of risk
Risk management, performance attribution and portfolio construction through a suite of fundamental, statistical and macroeconomic variants.
Axioma Portfolio Optimizer
The most flexible portfolio construction tool
Supports a wide range of investment management approaches, from quantitative to fundamental with virtually limitless objectives and an equally unlimited range of constraints.