Portfolio Pilot®

Gain a clear and immediate picture of portfolio risk and return

Portfolio Pilot allows you to gain complete transparency with clear insight into each step of a portfolio analysis:

• Provides the ability to conduct "What If" analysis by making edits to a portfolio or filter group and then viewing results of the change
• Includes ad hoc custom analysis, stress test analysis, and management of common components for use in analysis, including "what if" scenarios
• Manage predefined objects such as statistics, row drilldowns, risk settings and stress tests as well as create ad hoc analysis
• Changes to portfolio composition model assumptions that instantly effect risk and performance statistics
• Changes to inputs display immediate effects on outputs
• Offers complete flexibility, with several modes of operation
• View results of batch reports and analyses run interactively in the application Portfolio Pilot analyzes portfolio risk and return characteristics by displaying a variety of statistics, including: incremental risk, expected return, performance, correlation for each portfolio and sub-portfolio.

Please contact us for more information about Portfolio Pilot.