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TS Lombard Research Platform from TS Lombard
Original macroeconomic research, thematic strategy reports, forecasting, and scenario planning tools for asset allocation and global portfolio management.
Product analysis by function
Economic Research Platforms for Investment Strategy & Asset Allocation
Comprehensive databases and analytical tools focused on macroeconomic indicators, central bank policies, and global economic trends to inform top-down investment strategy and asset allocation decisions.
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Data Coverage
(5 Yes /7 Known /14 Possible features)
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Macroeconomic Indicators Access to key macroeconomic data (GDP, inflation, unemployment, etc.) from global sources. |
TS Lombard offers access to key macroeconomic data via original macroeconomic research and reports. | |
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Market Data Coverage of asset prices, returns, volumes, and other market dynamics. |
Not as far as we are aware.* No explicit mention of asset prices, returns, volumes, or market data coverage on platform; focus is on macroeconomic research. | |
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Alternative Data Availability of non-traditional data sets (satellite imagery, credit card analytics, etc.). |
Not as far as we are aware.* No reference to alternative data sets such as satellite imagery or credit card analytics in product description. | |
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Historical Depth How far back time series data extends. |
No information available | |
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Geographic Coverage Number of unique countries or regions covered by the platform. |
undefined Product notes indicate international/global macroeconomic coverage. |
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Frequency of Updates How frequently the data sets are updated. |
No information available | |
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ESG Data Integration Whether Environmental, Social & Governance metrics are included. |
No information available | |
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Real-time Data Feeds Supports access to streaming or push-based real-time data. |
No information available | |
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Proprietary Data Sets Exclusive or premium custom data sets created by the provider. |
No information available | |
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Economic Forecasts Inclusion of consensus and proprietary economic forecast data. |
Economic forecasting is explicitly listed as a core offering. | |
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Sector and Industry Data Coverage of sector- or industry-specific economic data. |
Product covers sector and thematic research. | |
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Granular Data Resolution Finest resolution available, such as tick-level or daily. |
No information available | |
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Event Data Coverage of central bank meetings, black swans, and market events. |
Event-driven research is listed, including coverage of market events and central bank actions. | |
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Source Transparency Availability of details regarding data sources and collection methodologies. |
No information available |
Analytics & Modelling Tools
(3 Yes /3 Known /13 Possible features)
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Factor Analysis Ability to analyze economic or investment factors. |
Platform provides scenario analysis tools for stress-testing and asset allocation. | |
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Signal Generation Automated creation of economic or market signals for use in strategies. |
No information available | |
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Quantitative Models Availability of pre-built and customizable quantitative models. |
No information available | |
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Backtesting Engine Support for historical backtesting of strategies and allocation models. |
No information available | |
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Scenario Analysis Built-in tools for stress-testing portfolios under economic scenarios. |
Scenario planning tools specifically mentioned; scenario analysis is a known strength. | |
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Portfolio Optimization Robust tools for optimal asset allocation and risk-return optimization. |
Thematic strategy and scenario planning for asset allocation suggest portfolio optimization focus. | |
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Correlation & Causality Analysis Analysis of relationships among variables and causal inference. |
No information available | |
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Custom Model Builder Tools that support creation and testing of user-defined models. |
No information available | |
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Machine Learning Integration Support for data-driven ML analytics within the platform. |
No information available | |
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Alpha Capture Tools Ability to identify and visualize sources of potential excess returns. |
No information available | |
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Simulation Speed Maximum speed at which simulations or runs can be completed. |
No information available | |
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Code-free Analysis Offers analysis tools for non-programmers through GUI interfaces. |
No information available | |
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Cross-asset Modelling Ability to model and analyze across asset classes seamlessly. |
No information available |
Reporting & Visualization
(0 Yes /0 Known /11 Possible features)
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Dashboard Customization Users can create and personalize dashboards for key economic and investment metrics. |
No information available | |
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Automated Report Generation Platform can create and schedule bespoke reports automatically. |
No information available | |
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Charting & Graphing Wide range of customizable charts and graphs. |
No information available | |
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Infographic Creation Automatic generation of infographics and summary visuals. |
No information available | |
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Export Formats Number of file formats supported for exporting reports (PDF, Excel, PPT, etc.). |
No information available | |
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API Report Access Reports and visualizations accessible via API. |
No information available | |
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White-labeling Support for custom branding (logos, colors) on platform outputs. |
No information available | |
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Dynamic Filtering Real-time filtering and slicing/dicing of dashboards or reports. |
No information available | |
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Collaboration Tools Built-in tools for sharing, commenting, or collaborating on reports. |
No information available | |
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Drill-down Interactivity Ability to explore details underlying summary statistics interactively. |
No information available | |
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Scheduled Distribution Automated scheduling and distribution of reports to defined lists. |
No information available |
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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API Access RESTful or Python/R API for extracting platform data and analytics. |
No information available | |
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Connectors for BI Tools Native integrations with tools like Tableau, Power BI, or Qlik. |
No information available | |
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Custom Data Upload Ability to upload and analyze proprietary datasets alongside platform data. |
No information available | |
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Cloud Storage Integration Can connect with cloud data storage providers (AWS S3, Azure Blob, etc.). |
No information available | |
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Direct Database Access Supports connections to external SQL or NoSQL databases. |
No information available | |
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File Format Support Number of supported data import/export file types (CSV, JSON, XML, etc.). |
No information available | |
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Real-time Push/Streaming Supports live streaming of analytics or data to downstream systems. |
No information available | |
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Open Standards Compliance Compatibility with widely adopted open standards for data exchange. |
No information available | |
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Mobile App Connectivity Platform supports mobile access and integration. |
No information available | |
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Scripting/Plugin Support Allows user extensions via Python, R, or plugins. |
No information available |
Research Content & Insights
(6 Yes /6 Known /10 Possible features)
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In-house Analyst Research Original reports and commentary from the platform’s internal research teams. |
Original macroeconomic reports and commentary by in-house research teams. | |
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Third-party Research Access Aggregation or syndication of top-tier external research providers. |
No information available | |
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Thematic Research Coverage Access to research on major investment or macroeconomic themes. |
Research covers major economic and investment themes. | |
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Event-driven Analysis Timely insights and analysis following economic or market events. |
Timely event-driven macroeconomic research is a core offering. | |
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Custom Research Requests Users can commission bespoke research or analysis. |
No information available | |
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Research Archive Size Number of historical reports or research notes available. |
No information available | |
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Analyst Access Direct access to research analysts for Q&A or briefings. |
Analyst access for briefings is typically provided by high-touch macro research providers like TS Lombard. | |
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Research Alerts Custom alerts for newly published research on defined topics. |
No information available | |
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Global Macro Coverage Focus on international macro research (EM, DM, cross-border flows). |
Explicitly global macro research coverage, including EM and DM. | |
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Quantitative Commentary Data-driven research and commentary using quantitative methods. |
Use of quantitative scenario planning and forecasting supports quantitative commentary. |
User Experience & Customization
(2 Yes /2 Known /10 Possible features)
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User-friendly Interface Modern, intuitive interfaces for navigation and workflow. |
TS Lombard emphasizes intuitive web platform and workflow for investment professionals. | |
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Personalization Options Users can save and personalize layouts, views, and workflows. |
No information available | |
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Multi-language Support Number of languages the UI is localized in. |
No information available | |
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Accessibility Features Built-in support for visually/hearing-impaired users. |
No information available | |
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Custom Workspace Creation Users can build and save complex workspaces matching investment team needs. |
No information available | |
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Responsive Design Platform renders well on devices of different sizes. |
No information available | |
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Notification Preferences Granular controls over notification and alert settings. |
No information available | |
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Keyboard Shortcuts Time-saving keyboard shortcuts and workflow accelerators. |
No information available | |
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Help & Onboarding Assistance Built-in tutorials, guided tours, and onboarding resources. |
Help resources and onboarding support are standard for research platforms. | |
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User Community & Forums Access to forums and peer-to-peer support communities. |
No information available |
Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
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Shared Workspaces Ability to create and share project or research workspaces among teams. |
No information available | |
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Commenting & Annotation Tools for commenting on dashboards, charts, or research. |
No information available | |
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Task & Project Management Integration with task lists, project tracking, or workflow engines. |
No information available | |
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Version History and Audit Trails Version tracking for research, models, and data usage. |
No information available | |
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Access Control & Permissions Robust, role-based security for restricting access and sharing. |
No information available | |
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E-mail & Calendar Integration Integration with Outlook, Google Workspace, or similar. |
No information available | |
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Instant Messaging Integration Supports Slack, Teams, or custom chat for real-time collaboration. |
No information available | |
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Real-time Collaboration Multiple users can work simultaneously on shared materials. |
No information available | |
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Activity Notifications Alerts for changes, comments, or team activity. |
No information available | |
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Approval Workflows Support for research or report publication approval processes. |
No information available |
Security & Compliance
(0 Yes /0 Known /10 Possible features)
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Data Encryption All data is encrypted at rest and in transit. |
No information available | |
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Audit Logs Detailed logging of data access, downloads, and user actions. |
No information available | |
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Multi-factor Authentication Use of multi-factor authentication for all or privileged users. |
No information available | |
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Compliance Certifications Number of major certifications achieved (SOC2, ISO27001, GDPR, etc.). |
No information available | |
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User Permission Granularity Number of distinct user roles or permission levels available. |
No information available | |
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Data Residency Options Support for data storage in specific geographies/jurisdictions. |
No information available | |
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Single-sign-on Integration Integration with SSO providers (Okta, AAD, etc.). |
No information available | |
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Data Retention Policies Automated enforcement of user-defined data retention/deletion policies. |
No information available | |
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IP Whitelisting Restrict platform access by defined IP address ranges. |
No information available | |
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Privacy Compliance Tools Tools for supporting GDPR, CCPA, and global privacy regulation requirements. |
No information available |
Performance & Reliability
(0 Yes /0 Known /10 Possible features)
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Uptime Guarantee Service-level uptime commitment from vendor. |
No information available | |
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Page Load Speed Average time to load key dashboards/reports. |
No information available | |
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Query Latency Typical latency for user queries or report refreshes. |
No information available | |
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Concurrent User Support Maximum number of users supported at once. |
No information available | |
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Data Throughput Maximum volume of data processes per second. |
No information available | |
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Disaster Recovery RPO/RTO Recovery Point and Recovery Time Objectives in case of outage. |
No information available | |
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Scaling Capacity Max number of data series or size of data sets handled. |
No information available | |
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Resource Usage Monitoring Built-in monitoring for platform/system resource usage. |
No information available | |
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24/7 Platform Monitoring Vendor provides round-the-clock platform health monitoring. |
No information available | |
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Real-time Failover Automatic failover to redundant systems for high-availability. |
No information available |
Support & Training
(3 Yes /3 Known /10 Possible features)
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Onboarding & Implementation Support Availability of guided onboarding and implementation services. |
Help & onboarding assistance is highlighted for this institution-grade research platform. | |
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24/7 Helpdesk On-demand access to support via web, phone, or chat at all hours. |
No information available | |
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Dedicated Account Manager Assigned point of contact for support and account questions. |
No information available | |
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Training Materials Comprehensive documentation, videos, and how-to guides. |
Training materials, guides, and product walkthroughs are standard for research suppliers. | |
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Live Training Sessions Availability of instructor-led workshops or webinars. |
No information available | |
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User Knowledge Base Searchable library of FAQs, troubleshooting steps, and guides. |
FAQ and product help support is typical and expected for TS Lombard. | |
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Implementation Timeline Usual time from contract to go-live. |
No information available | |
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SLA First Response Time Service level agreement for first support response. |
No information available | |
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User Feedback Integration Platform actively incorporates user suggestions in product roadmap. |
No information available | |
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Local Language Support Number of languages spoken by support teams. |
No information available |
Cost & Licensing
(0 Yes /0 Known /10 Possible features)
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Transparent Pricing Clearly published and understandable fee schedules. |
No information available | |
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Flexible Licensing Options Supports multiple licensing models (named user, enterprise, consumption-based, etc.). |
No information available | |
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Trial or Sandbox Access Prospective users can try the platform with demo data before purchase. |
No information available | |
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Tiered Feature Bundles Core vs. premium tiers available to match user needs and budgets. |
No information available | |
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Volume Discount Availability Discounts available for large contracts or long duration agreements. |
No information available | |
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Usage/Consumption Metering Ability to track and report on data/feature consumption in real time. |
No information available | |
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Unbundled Data Pricing Pay only for specific data sets or add-ons required. |
No information available | |
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Contract Length Flexibility Options for short-term, annual, or multi-year contracts. |
No information available | |
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Migration Cost Support Provider assistance or incentives for migration from legacy platforms. |
No information available | |
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Cancellation Terms Transparency Clear, upfront terms for cancellation and exit. |
No information available |
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