Investment technology for 360˚ control over your investment process

Exposure analysis is the identification and measurement of a portfolio's sensitivity to equity risk factors. Risk factors are the drivers of stock returns and are therefore the primary drivers portfolio risk & return.
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Analysing a portfolio's exposure to each risk factor is of greater importance than analysing the structure of any single stock.

A widely known risk factor is the equity market itself and the risk factor that measures the sensitivity to the market is Beta.
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An investors, we have no control over a factor's risk premium, we can only control the exposure of our portfolio to each risk factor in order to manage the risk/return profile of our portfolio.

Either screen our coverage universe or combine a selection of your uploaded portfolio(s).

Select factors to drive the portfolio construction and rank the investment universe accordingly.

Make security selections manually or in bulk and assign position size by shares or by weight.

Assign position size by equal weight, by market capitalisation, or by smart a beta weighting function.

Our data engine hosts robust data science methods that handle the noise inherent in financial datasets.

The data treatments are implemented at run time and are customised to user preferences.

The customisations span a broad spectrum of user preferences.

Select investment universe, choose noise handling method, and customise the output metrics.