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
Rundit automatically generates a LP Report based upon InvestEurope guidelines and ILPA guidelines. This allows for easier sharing with limited partners. Impress your LPs by providing concise updates from portfolio companies and fund performance figures. Setting goals and anticipating every phase of business growth will help you stay ahead of your investment. You can easily compare the actual and forecasted values by adding a forecast row to each KPI in the company metrics table. You can choose from the many metrics available or create your own. Rundit can help you with financials, balance sheets items, marketing metrics, and ESG metrics. Rundit's state of the art portfolio management software supports 17 transactions and automatically calculates your Gross Income, Money Multiple, Fair Valu, Fair Value, Ownership or Invested Amount.
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
$299 per month
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
Rundit
Founded
2015
Country
Finland
Website
rundit.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
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management