The tool can be used to analyse a portfolio versus a benchmark index; a portfolio versus another portfolio; or, an index versus another index.
Portfolios can be analysed by different investment approaches. Additional granularity can be chosen in ‘nested’ attribution reports. Investment approach options include ICB industry, supersector, sector or subsector; stock; country; size or style. A stock level analysis can also be displayed. Reports are available in PDF and/or Excel format.