Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Investortools offers valuable insights into identifying and quantifying the various sources and factors contributing to a portfolio’s overall return. Delve into the mathematics that underpin these calculations while discovering how the Custom Index Manager (CIM) can assist in elucidating your portfolios' performance. Factor-based attribution breaks down returns by utilizing independent systematic factors such as income effects, yield curve shifts, and spread impacts. In contrast, allocation attribution focuses on the excess return—calculated as the difference between the portfolio's total return and the index's total return—resulting from strategic allocation choices and variances within each category. Additionally, simulated performance delivers an in-depth (Bottom-Up) analysis of Total Return, enhancing your understanding of investment outcomes. This comprehensive approach equips investors with the necessary tools to make informed decisions and optimize their portfolio strategies effectively.
Description
Leverage the capabilities offered by the Objective Platform to achieve your objectives in a cost-efficient manner or maximize the returns on your set budget. It is important to move beyond relying solely on metrics from specific channels. Instead, assess how your marketing expenditures contribute to your overall business goals. Establish your definitive source of truth. With the Objective Platform, you can streamline the processes of data collection, validation, and integration from over 200 sources, enabling you to obtain results more swiftly and accurately. Employ modeling techniques to connect business outcomes with media spending and other significant variables. The approach is both objective and transparent. Utilize our proven dashboards and reports to gain insights into what drives your marketing and media performance. This platform not only assists you in measuring the effectiveness of your marketing investments but also helps pinpoint anomalies. By applying these insights, you can begin to test new strategies and refine your approach for even greater effectiveness. Ultimately, this will empower you to make informed decisions that enhance your marketing efforts.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Investortools
Founded
1983
Country
United States
Website
www.invtools.com
Vendor Details
Company Name
Objective Partners
Founded
2014
Country
Netherlands
Website
www.objectivepartners.com
Product Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Product Features
Marketing Analytics
A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics
Marketing Attribution
Attribution Modeling
Audience Segmentation
Conversion Tracking
Cross-Channel Attribution
Customer Journey Mapping
Multi-Touch Attribution
Predictive Analytics
ROI Tracking