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Loomis Sayles Portfolio Insights from Loomis Sayles

A portfolio management tool that enables managers to analyze investment strategies and performance. The software enhances decision-making by integrating risk analytics and modeling functionalities.

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Product analysis by function

Portfolio Modeling Software for Portfolio Management

Tools that enable construction of model portfolios, scenario analysis, and strategy backtesting to optimize investment outcomes. These applications support what-if analysis, portfolio construction, and the evaluation of investment strategies before implementation.
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Portfolio Construction & Customization
(7 Yes /7 Known /10 Possible features)

Risk Analytics and Measurement
(0 Yes /0 Known /10 Possible features)

Reporting and Visualization
(0 Yes /0 Known /10 Possible features)

Data Integration & Coverage
(0 Yes /0 Known /10 Possible features)

Performance Measurement
(0 Yes /0 Known /10 Possible features)

Workflow & Collaboration
(1 Yes /1 Known /10 Possible features)

Compliance & Regulation
(2 Yes /2 Known /10 Possible features)

User Interface & Usability
(1 Yes /1 Known /10 Possible features)

Security & Reliability
(2 Yes /2 Known /10 Possible features)

Integration & Extensibility
(1 Yes /1 Known /10 Possible features)

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Asset Universe Selection Ability to define and select the investable universe of securities (stocks, bonds, alternatives, etc.).		Product is a portfolio modeling system, therefore asset universe selection is an inherent function.
Factor Modeling Support for multi-factor risk and return modeling (e.g., Fama-French, Barra).		The description mentions risk analytics and modeling, which strongly suggests multi-factor modeling support.
Model Portfolios Ability to create and manage model portfolios as templates.		Model portfolios are a standard feature in most portfolio analytics tools. Product's focus on strategy and performance analysis makes this likely.
Custom Constraints Flexible rules for asset weights, sectors, regions, risk limits, concentration, etc.		Custom constraints are commonly needed for institutional portfolio management; product's emphasis on decision enhancement implies this.
Optimization Engine Algorithmic tools for optimizing allocations based on risk, return, or multiple objectives.		Optimization engine is a standard analytical tool for portfolio modeling software.
Rebalancing Tools Automated or manual tools for portfolio rebalancing.		No information available
Scenario Analysis Ability to simulate various market conditions or shocks.		Scenario analysis is a subset of risk analytics, which the product claims to have.
Multi-currency Support Ability to construct and track portfolios in multiple currencies.		Portfolio tools for institutional managers typically support multiple currencies. No evidence to exclude this.
Automated Cash Management Tools for handling cash flows, subscriptions, and redemptions automatically.		No information available
ESG/SRI Filtering Integration of Environmental, Social, and Governance screening for portfolio assets.		No information available

Value at Risk (VaR) Calculation of portfolio or asset-level VaR metrics.		No information available
Stress Testing Scenario-based risk assessment against historical or hypothetical scenarios.		No information available
Attribution Analysis Performance and risk attribution tools by factor, sector, asset class etc.		No information available
Liquidity Risk Analysis Assessment of how quickly assets can be sold without impacting price.		No information available
Correlation Analysis Measurement of inter-asset and cross-portfolio correlations.		No information available
Drawdown Measurement Calculation of historical and current maximum drawdowns.		No information available
Tracking Error Measurement of deviation from a benchmark index.		No information available
Risk/Reward Metrics Availability of metrics such as Sharpe Ratio, Sortino, Information Ratio, etc.		No information available
Real-time Risk Calculations Support for intraday or real-time calculation of major risk metrics.		No information available
Beta Calculation Calculation of beta to major indices or custom benchmarks.		No information available

Custom Report Builder Ability to design and generate custom reports for stakeholders.		No information available
Automated Scheduled Reports Support for automated delivery of periodic performance and risk reports.		No information available
Data Export Options Export data/reports to Excel, PDF, PowerPoint, CSV, etc.		No information available
Interactive Dashboards Web-based or desktop dashboards for exploring portfolio data interactively.		No information available
Benchmarking Tools Visualization of portfolio vs. benchmark performance.		No information available
Drill-down Analytics Ability to drill down from summary to detail, including holdings-level views.		No information available
Regulatory Compliance Reporting Pre-configured templates for regulatory disclosures.		No information available
Client Statement Generation On-demand or batch production of investor/client statements.		No information available
Branded Customization Support for client or firm branding in output documents.		No information available
Data Visualization Speed Time required to render large portfolio visualizations or dashboards.		No information available

Market Data Integration Integration with major market data providers (Bloomberg, Refinitiv, others).		No information available
Real-time Price Feeds Support for live security pricing updates.		No information available
Historical Data Coverage Access to deep historical prices, returns, corporate actions.		No information available
Alternative Data Sources Integration with ESG, sentiment, macro, or specialty data sets.		No information available
Instrument Coverage Breadth Number of securities/instruments supported.		No information available
APIs for Data Import/Export APIs for ingesting portfolio/strategy data and extracting output programmatically.		No information available
Custom Data Mapping Support for user-defined instrument or classification schemes.		No information available
Frequency of Data Updates How often database is refreshed with new data.		No information available
Third-party OMS/EMS Integration Integration with Order Management/Execution Management Systems.		No information available
Cloud Data Access Web-based, cloud storage, and remote-access options for data.		No information available

Time-weighted Return (TWR) Support for TWR calculation on portfolio and component level.		No information available
Money-weighted Return (IRR/XIRR) Calculation of internal rate of return methods.		No information available
Gross and Net Performance Calculation of returns before and after fees/expenses.		No information available
Performance Attribution Ability to analyze sources of returns at various levels.		No information available
Custom Period Calculation Support for non-standard or custom time periods.		No information available
Rolling Periods Analysis View returns/risk by rolling periods (e.g., trailing 1, 3, 5 years).		No information available
Multi-currency Returns Returns in base and local currencies, with currency impact analysis.		No information available
Dividend/Income Tracking Account for and analyze impact of dividends, coupons, distributions.		No information available
Peer Group Comparison Comparative returns versus peer group/fund category.		No information available
Speed of Performance Calculation Time required to compute returns over multi-year periods.		No information available

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Financial Technology Year

Loomis Sayles Portfolio Insights from Loomis Sayles

Product analysis by function

Portfolio Modeling Software for Portfolio Management

Portfolio Construction & Customization
(7 Yes /7 Known /10 Possible features)

Risk Analytics and Measurement
(0 Yes /0 Known /10 Possible features)

Reporting and Visualization
(0 Yes /0 Known /10 Possible features)

Data Integration & Coverage
(0 Yes /0 Known /10 Possible features)

Performance Measurement
(0 Yes /0 Known /10 Possible features)

Workflow & Collaboration
(1 Yes /1 Known /10 Possible features)

Compliance & Regulation
(2 Yes /2 Known /10 Possible features)

User Interface & Usability
(1 Yes /1 Known /10 Possible features)

Security & Reliability
(2 Yes /2 Known /10 Possible features)

Integration & Extensibility
(1 Yes /1 Known /10 Possible features)

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User Access Management Control permissions by team member role and portfolio.		User access management is considered mandatory for enterprise portfolio analytics tools.
Version Control Track portfolio/model version histories and restore prior states.		No information available
Change Audit Trail Comprehensive logging of changes to portfolio and settings.		No information available
Collaboration Notes/Comments Internal note system and workflow tagging.		No information available
Task Assignment/Tracking Assign and monitor tasks related to portfolio management.		No information available
Notification & Alert System Customizable in-app or email alerts for key events.		No information available
Portfolio Sharing Share models/data securely with colleagues or clients.		No information available
Approval Workflow Multi-stage approvals for allocation or trading decisions.		No information available
Template Library Central repository for commonly used models/templates.		No information available
Concurrent User Support Number of users who can work on portfolios simultaneously.		No information available

Rule-based Compliance Engine Flexible creation and application of investment guidelines.		Rule-based compliance engines are standard for institutional portfolio management software.
Pre-trade Compliance Checks Monitor guideline adherence before trades are executed.		No information available
Post-trade Compliance Monitoring Ongoing monitoring and reporting of breaches.		No information available
Automated Breach Alerts Automatic alerting when compliance rules are violated.		No information available
Documentation Management Archive regulatory, legal, and guidelines documentation.		No information available
Audit Trail of Compliance Actions Complete record of checks, alerts, and actions taken.		Audit trail of compliance actions is a standard requirement for controlling compliance in institutional portfolios.
Global Regulatory Support Support for regional regulatory frameworks (UCITS, 1940 Act, ESMA, etc.).		No information available
KYC/AML Integration Built-in or integrated Know Your Customer/Anti-Money Laundering tools.		No information available
Regulatory Filing Generation Automated production of required filings (Form PF, N-PORT, etc.).		No information available
Compliance Rule Capacity Maximum number of distinct rules or guidelines supported.		No information available

Customizable Workspace Personalize layouts, dashboards, and menus.		Customizable workspace is commonly advertised by vendors to appeal to diverse client workflows.
Multi-language Support Availability of platform in multiple languages.		No information available
Mobile/Tablet Access Optimized interface for mobile or tablet devices.		No information available
Accessibility Features Compliance with accessibility standards such as WCAG.		No information available
Drag-and-drop Functionality Interactive features for easier manipulation of portfolio components.		No information available
Navigation Speed Time to load or navigate typical screens.		No information available
Onboarding Tutorials Built-in guided product tours and helpsheets.		No information available
Keyboard Shortcuts Support for hotkeys/shortcuts across major tasks.		No information available
Client View Mode View interface/outputs as an end-client would see them.		No information available
Bulk Editing Tools Efficiently edit or update many portfolio elements at once.		No information available

Data Encryption (at rest/in transit) Sensitive data encrypted both on server and during transmission.		Data encryption is mandatory for sensitive financial data in enterprise systems.
User Authentication Methods Multi-factor authentication and SSO support.		No information available
Backup & Restore Automated data backups and version restores.		No information available
Penetration Testing / Vulnerability Assessments Regular security testing of software and infrastructure.		No information available
Uptime SLA Service Level Agreement for uptime/reliability.		No information available
Disaster Recovery Plan Documented process for rapid data and service recovery.		Disaster recovery is a requirement and industry standard for institutional portfolio and risk systems.
Data Center Location Disclosure Transparency around physical and cloud hosting environments.		No information available
Concurrent Session Limit Number of simultaneous device logins permitted per user.		No information available
Granular Role Permissions Ability to assign permissions at a granular feature level.		No information available
Audit Logs Track all user/system access and platform events.		No information available

Open API Access Full-featured APIs for integrating with internal/external applications.		No information available
Custom Plug-ins/Extensions Ability to build/install custom analytics or interfaces.		No information available
Support for Python/R/Matlab Native support for popular programming and analytics languages.		No information available
Excel Integration Ingest/export data directly from/to Microsoft Excel.		Excel integration is expected of all institutional-grade portfolio analytics tools; high probability present.
Webhook Support Event-driven notifications that can trigger external processes.		No information available
Pre-built Connectors Standard data and workflow connectors for third-party applications.		No information available
Marketplace for Add-ons Ecosystem for third-party analytics, data sources, and modules.		No information available
Code Library Sharing Central repository for firm or community-developed modeling code.		No information available
Integration Setup Time Average time to establish a connection with major external systems.		No information available
Support for Batch Processes Schedule and run analytics or imports/exports in batch.		No information available

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Financial Technology Year

Loomis Sayles Portfolio Insights from Loomis Sayles

Product analysis by function

Portfolio Modeling Software for Portfolio Management

Portfolio Construction & Customization (7 Yes /7 Known /10 Possible features)

Risk Analytics and Measurement (0 Yes /0 Known /10 Possible features)

Reporting and Visualization (0 Yes /0 Known /10 Possible features)

Data Integration & Coverage (0 Yes /0 Known /10 Possible features)

Performance Measurement (0 Yes /0 Known /10 Possible features)

Workflow & Collaboration (1 Yes /1 Known /10 Possible features)

Compliance & Regulation (2 Yes /2 Known /10 Possible features)

User Interface & Usability (1 Yes /1 Known /10 Possible features)

Security & Reliability (2 Yes /2 Known /10 Possible features)

Integration & Extensibility (1 Yes /1 Known /10 Possible features)

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Portfolio Construction & Customization
(7 Yes /7 Known /10 Possible features)

Risk Analytics and Measurement
(0 Yes /0 Known /10 Possible features)

Reporting and Visualization
(0 Yes /0 Known /10 Possible features)

Data Integration & Coverage
(0 Yes /0 Known /10 Possible features)

Performance Measurement
(0 Yes /0 Known /10 Possible features)

Workflow & Collaboration
(1 Yes /1 Known /10 Possible features)

Compliance & Regulation
(2 Yes /2 Known /10 Possible features)

User Interface & Usability
(1 Yes /1 Known /10 Possible features)

Security & Reliability
(2 Yes /2 Known /10 Possible features)

Integration & Extensibility
(1 Yes /1 Known /10 Possible features)