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Refinitiv Portfolio Analytics from FXall (part of Refinitiv/LSEG)
Offers performance measurement, benchmarking, attribution, risk analytics, and scenario analysis. Supports fund product teams with customizable dashboards, reporting, and integration with portfolio management workflows.
More about FXall (part of Refinitiv/LSEG)
Product analysis by function
Product Performance Analytics for Product Development & Management
Applications that track and analyze product performance relative to benchmarks, peer groups, and objectives to support product management decisions and marketing positioning.
More Product Performance Analytics
More Product Development & Management ...
Data Integration & Coverage
(9 Yes /9 Known /11 Possible features)
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Multi-source Data Integration Ability to pull data from diverse sources (internal systems, third-party vendors, market feeds, etc.). |
Refinitiv Portfolio Analytics supports integration with multiple data sources for comprehensive portfolio analysis, as noted in their product documentation. | |
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Benchmarks Database Access Availability of a broad library of industry standard and custom benchmarks. |
Industry-standard and custom benchmark access indicated by references to broad benchmarking capabilities on product page. | |
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Peer Group Data Availability Access to robust peer group datasets for comparative analytics. |
System offers peer group comparisons and rankings as part of analytics suite. | |
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Auto Data Refresh Frequency How often the system refreshes underlying datasets automatically. |
No information available | |
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Data Quality Checks Integrated rules and processes for ensuring completeness, accuracy, and consistency of data. |
Data quality checks mentioned in product marketing and integration with robust workflow processes. | |
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Historical Data Depth The maximum lookback period for analysis. |
No information available | |
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Support for Custom Universes Ability to define and analyze custom groups for peer comparisons. |
Product supports definition and analysis of custom universes peer group analytics. | |
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Currency Conversion Support Automatic data normalization across different base currencies. |
Product page notes currency normalization for global data aggregation, implying currency conversion support. | |
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Data Export Options Formats and mechanisms provided for exporting underlying datasets. |
Exports to Excel, PDF, and other common formats referenced in product FAQ and documentation. | |
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API Availability Ability to access and integrate data via application programming interfaces. |
API access clearly listed as part of Refinitiv/LSEG analytics data integration capabilities. | |
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Support for Alternative Data Types Ability to handle non-traditional or alternative data (e.g., ESG, sentiment). |
Alternative data support (ESG, risk, scenario, sentiment) mentioned in features summary. |
Performance Calculation Engine
(10 Yes /10 Known /11 Possible features)
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Daily Performance Computation System can calculate and update returns and other metrics daily. |
System provides daily return calculations as part of core performance analytics. | |
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IRR/XIRR Support Internal Rate of Return and Extended Internal Rate of Return calculations available. |
IRR/XIRR calculation support referenced in fund performance calculation capabilities. | |
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Risk-adjusted Metrics Ability to generate Sharpe ratio, Sortino, Information Ratio, and similar statistics. |
Risk-adjusted metrics such as Sharpe, Sortino, Information Ratio are standard in product's analytics library. | |
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Alpha/Beta Computation System computes alpha and beta relative to chosen benchmarks. |
Alpha and beta computation with custom benchmarks clearly stated in product literature. | |
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Attribution Analysis Supports decomposition of performance by factors, sector, region, etc. |
Attribution analysis module includes multi-factor, sector, and regional breakdowns. | |
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Time-weighted vs. Money-weighted Returns Ability to toggle and report both types of returns. |
Time-weighted and money-weighted returns toggling available in user dashboards. | |
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Rolling Period Analytics Run analytics over customizable rolling windows. |
System supports rolling-window analytics and customizable analysis periods. | |
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Out/Underperformance Calculation System calculates performance relative to benchmarks. |
Calculation of performance vs. benchmarks (out/underperformance) featured in reporting suite. | |
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Peer Percentile Rankings System ranks products against peer universes over multiple periods. |
Peer percentile rankings are standard in peer group and benchmarking modules. | |
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Custom Formula Support Users can create and run custom calculation formulas. |
Documentation describes capability to create and run custom performance calculations/formulas. | |
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Computation Speed Average time to compute and display results for a portfolio. |
No information available |
Benchmark & Peer Group Management
(5 Yes /5 Known /10 Possible features)
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Custom Benchmark Construction Ability to blend indices or instruments to create bespoke benchmarks. |
System enables blending of indices and creation of custom benchmarks. | |
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Dynamic Benchmark Rebalancing Benchmarks can be rebalanced automatically or on-demand. |
Benchmarks can be rebalanced automatically or on schedule according to client needs. | |
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Peer Group Customization Users can define and maintain custom peer groups. |
End users can define their own peer groups, per workflow integration features. | |
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Automated Benchmark Updates System updates benchmark constituents and weights automatically. |
System supports automatic updates to benchmark constituents and weights. | |
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Fee-adjusted Peer Comparison Peer performance can be computed net of fees. |
No information available | |
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Multi-benchmark Analysis System supports comparing products against multiple benchmarks in parallel. |
Supports comparison against multiple benchmarks in parallel. | |
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Benchmark Data Granularity Frequency of available benchmark data (e.g. daily, monthly, quarterly). |
. | No information available |
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Peer Universe Size Number of peers available for comparison within the system. |
. | No information available |
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Peer Group Data Provider Coverage Number of supported peer group data sources/providers. |
. | No information available |
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Governance Controls for Group Changes Ability to restrict or log changes to benchmark or peer group definitions. |
. | No information available |
Visualization & Reporting
(9 Yes /9 Known /11 Possible features)
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Customizable Dashboards Users can design and configure dashboards to highlight relevant analytics. |
Product highlights customizable dashboards for analytics and KPI reporting. | |
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Time Series Charting Displays portfolio, benchmark, and peer performance over time. |
Time series charting and visualization evident in screenshots and documentation. | |
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Attribution Waterfall Visualization Visual breakdown of performance impact by segment or factor. |
Waterfall and attribution visualization mentioned as standard feature. | |
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Export to PDF/Excel/PowerPoint Output charts and tables to common report formats. |
Export to PDF, Excel, PowerPoint supported as per user manual. | |
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White-labeling Ability to customize branding and layout for client-facing reports. |
White-labeling options for reports are available for client presentations. | |
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Drill-down Analytics Users can interactively drill into performance drivers by factor or security. |
Interactive drilldown into performance drivers is shown in demo videos. | |
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Scheduled Report Distribution Automated preparation and distribution of recurring reports. |
Automated distribution of scheduled recurring reports is supported. | |
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Heatmaps and Distribution Plots Visuals for single period or cross-sectional product/peer analytics. |
No information available | |
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Interactive Filtering Dashboards can be filtered in real time by date range, currency, etc. |
Visual dashboards have filtering by time, currency, and other metrics. | |
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Data Annotation Capability Users can add notes, comments, or flags to charts and tables. |
No information available | |
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Real-time Visualization Updates Charts and tables refresh live with new data inputs. |
Real-time dashboard and chart refresh described (when data updates). |
Performance Attribution Analysis
(10 Yes /10 Known /10 Possible features)
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Multi-level Attribution Attribution by asset class, sector, region, security, or custom grouping. |
Supports multi-level attribution (asset, sector, region, security) as per product specs. | |
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Factor-based Attribution Analyzes performance drivers by exposures to macro/micro factors (style, credit, ESG, etc.). |
Product supports attribution by macro/micro factors, including ESG. | |
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Currency Attribution Ability to isolate impact of currency movements on returns. |
Currency impact reporting/attribution indicated in fixed income toolset. | |
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Excess Return Decomposition Breakdown of out(under)performance by sources. |
Out/underperformance decomposition by source supported in attribution analytics. | |
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Drill-through to Holding Level Trace attribution results from top-level to individual securities. |
Drill-through to position/holding level is part of attribution analysis. | |
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Maturity/Sector Attribution for FI Attribution modules tailored for fixed income portfolio analytics. |
Fixed income attribution is a module specifically mentioned on the site. | |
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Interaction Effect Calculation Explicit calculation of the interaction term in multi-factor attribution. |
Interaction effect calculation present in advanced attribution module. | |
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Integrated Contribution Charts Visual representation of positive/negative contributors. |
Contribution charts for performance analysis are explicitly mentioned. | |
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Look-through Attribution Attribution analyzes holdings within nested structures (fund-of-funds, wrappers). |
Look-through attribution for multi-layer structures available as per product docs. | |
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Scenario Attribution Tools Enables hypothetical or 'what if' attribution analysis. |
Scenario attribution ('what-if') analysis tools discussed in marketing overview. |
Product Comparison & Positioning
(10 Yes /10 Known /10 Possible features)
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Multi-product Comparison Side-by-side comparison of multiple products, portfolios, and benchmarks. |
Multi-product comparison capabilities built into analytics dashboards. | |
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Peer Ranking Metrics Automatically ranks products on alpha, information ratio, fees, and other attributes. |
Peer ranking metrics, including alpha, IR, and fees, are part of analytics. | |
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Performance Quartile/Decile Splits Highlights quartile or decile peer group standings for single or multi periods. |
Performance quartile and decile splits offered via peer analytics modules. | |
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Risk Statistic Comparison Compares stdev, tracking error, downside risk, etc. across products. |
Risk statistics comparison (stdev, TE, drawdown) supported. | |
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Return Deviation Alerts Automatic flagging of statistically significant out/underperformance. |
Return deviation alerts and flagging are mentioned as part of workflow capabilities. | |
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Peer Group Custom Filters Filter and compare products with custom peer screens (region, strategy, etc.). |
Advanced peer group filters for custom analysis included in UI. | |
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Comparative Style Mapping Maps products to style or strategy categories for peer relevance. |
Product and peer style mapping included for comparative analysis. | |
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Marketing Tear-sheets Generation Automatically produces client-ready factsheets for product positioning. |
Automated marketing factsheet/tear-sheet generation is a product feature. | |
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Highlight Outliers & Unique Selling Points Automatically detects and surfaces differentiators for marketing. |
Highlighting unique selling points and outlier detection is promoted in product positioning. | |
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ESG/Responsible Investing Rankings Provides ESG or sustainability scores for competitive positioning. |
ESG and sustainability scoring/ranking available for responsible fund comparison. |
User Experience & Workflow
(7 Yes /7 Known /10 Possible features)
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Intuitive User Interface Interface is easy to navigate and use for a variety of personas. |
User interface design is consistently described as modern and intuitive. | |
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Search & Filter Tools Fast search, sorting, and filtering of portfolios and datasets. |
Fast search and filtering across portfolios and analytics is featured in the UI. | |
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Saved Views & Templates Ability to bookmark or template key report configurations. |
Saved views and reusable report templates are part of the reporting workflow. | |
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Multi-user Collaboration Enables team collaboration (comments, shared access, approval workflows). |
Collaboration with shared access and comments is referenced in collaboration support. | |
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In-app Notifications & Alerts The system can send event-based alerts within the application. |
No information available | |
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Mobile Device Support Optimized or native access through mobile devices. |
No information available | |
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User Role & Permission Management Supports granular access and edit controls by user or group. |
Role and permission management by group and function is a standard enterprise feature. | |
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Bulk Upload/Download of Data Ability to quickly upload or download large datasets/files. |
Bulk upload/download of position and portfolio data supported for large institutions. | |
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Integration with Productivity Tools Ability to connect with email, chat, or workflow management apps. |
Integration with workflow, reporting, and productivity tools is part of platform extensibility. | |
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Custom Workflows Ability to configure stepwise processes for analytics reviews, approvals, or marketing. |
No information available |
Scalability & System Performance
(4 Yes /4 Known /10 Possible features)
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Concurrent User Support Maximum number of users that can access the system simultaneously without performance degradation. |
No information available | |
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Large Dataset Handling Ability to efficiently process analytics on very large portfolios or long data histories. |
Large datasets and multi-year histories routinely processed as core use case and marketing differentiator. | |
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System Uptime Guaranteed percentage of time system is operational during business hours. |
No information available | |
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Cloud Deployment Options Availability of cloud-native or hosted delivery configurations. |
Cloud-hosted and cloud-native options documented for deployment and hosting. | |
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Performance Latency Typical wait time for key analytic processes to complete at normal load. |
No information available | |
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On-demand Processing Scalability System can dynamically allocate more resources to large/complex requests. |
No information available | |
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Batch Processing Speed How quickly the system processes batch analytics jobs. |
. | No information available |
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Automatic System Scaling Automatically increases resources to meet higher usage or data loads. |
System capable of auto-scaling to meet higher loads, as referenced for large reporting clients. | |
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Disaster Recovery Readiness Ability to restore system and data quickly after an outage. |
Disaster recovery plans and rapid restoration speeds listed in technical specs. | |
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API Throughput Number of successful API requests the system can handle per second. |
No information available |
Compliance & Audit
(10 Yes /10 Known /10 Possible features)
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Comprehensive Audit Trails All changes to calculations, configurations, and data are logged with user/time stamps. |
Audit logs and data lineage tracking are part of compliance module. | |
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Automated Compliance Checks System runs checks for relevant investment restrictions or policies (e.g., GIPS). |
Automated compliance checks and dashboards mentioned (GIPS, regulation). | |
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Role-based Access Controls Granular controls to limit data and feature access based on role. |
Role-based access controls for features and datasets are enforced. | |
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End-to-end Data Lineage Tracking Ability to trace any metric or report back through all underlying data sources and transformations. |
Data lineage tracking tools part of compliance solution. | |
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Report Versioning & Approval Maintains prior versions and approval history of externally distributed reports. |
Report versioning and multi-level approval workflows available. | |
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Data Retention Policy Support Supports configurable retention periods for audit and compliance data. |
Supports configurable data retention for compliance. | |
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Regulator-ready Exports Produces outputs suitable for submission to regulatory bodies. |
Regulator-ready exports (e.g., for regulatory submissions) described in reporting. | |
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Sensitive Data Masking Automatically obfuscates or redacts sensitive data elements as needed. |
Sensitive data masking for regulatory and internal purposes is available. | |
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Integrated Compliance Workflow Workflows guide users through compliance-related analytic processes. |
Integrated compliance workflows guide users through regulated processes. | |
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Certification Support System can help with GIPS, PRIIPs, or similar certifications. |
Support for GIPS and other relevant certifications is featured. |
Security & Data Protection
(7 Yes /7 Known /10 Possible features)
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Data Encryption at Rest All datasets encrypted on disk/storage. |
Enterprise-grade platform uses at-rest encryption for all datasets. | |
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Data Encryption in Transit All data flows encrypted between systems and users. |
In-transit data encryption applied throughout system. | |
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Multi-factor Authentication Strong authentication required for user access. |
Multi-factor authentication available for platform login. | |
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Single Sign-on Integration Supports secure sign-in through SSO providers. |
Single sign-on integration possible via standard enterprise connectors. | |
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Granular Permissions Access can be specified by product, report, or function. |
Granular permissioning by product, function, or user role is included. | |
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Regular Vulnerability Testing System is proactively scanned for potential security gaps. |
No information available | |
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Data Backup Frequency Frequency at which all analytics and reports are securely backed up. |
. | No information available |
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Intrusion Detection Monitors for and alerts upon unauthorized access attempts. |
No information available | |
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User Activity Monitoring Tracks and reviews user activity for suspicious behavior. |
User activity monitoring is provided through compliance and security audit tools. | |
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Secure API Access APIs are protected with encryption and authentication. |
API access is secured via encrypted protocols and authentication. |
Customizability & Extensibility
(8 Yes /8 Known /10 Possible features)
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Custom Report Builder Advanced interface for designing custom reports, layouts, and analytics dashboards. |
Custom report building interface is documented as part of user workflows. | |
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Custom Metrics/Formulas Support Create, save, and reuse proprietary metrics, calculations, or modeling approaches. |
Support for custom, proprietary metric definition available in analytics modules. | |
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Integration with Other Analytics Tools Ability to plug into BI, statistical, or quantitative analysis environments (e.g. Tableau, Python, R). |
Integration with external analytics tools (Excel, R, Python, Tableau, etc.) supported. | |
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Open API for Extension Rich, documented API enabling integrations and new feature development. |
Open API described and available for partner and client integrations. | |
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White-label Portal Options Fully custom branding and client-facing experience. |
Client-facing portals can be white-labeled for institutional users. | |
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Custom Workflow Automation Ability to automate unique product approval, review, or marketing flows. |
No information available | |
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Support for Plug-ins/Add-ons Users or third parties can extend platform via plugins or add-ons. |
No information available | |
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Flexible Data Model Underlying data model can accommodate new instruments, attributes, hierarchies. |
Flexible data model referenced as part of solution for new instrument types. | |
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Custom Alert Triggers Users can define unique conditions to trigger alerts or workflows. |
Custom alerts/workflow triggers supported in reporting and data tools. | |
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Multiple Language/Regional Support Interface available in additional languages and regional formats. |
Multiple languages and regional formats available for international clients. |
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