Drill Down Into Performance and Contribution Analysis
Ever wondered how much of the performance is generated by a certain security or by a certain group of securities? With ONE PM you can see asset performances and contributions on position or asset class level with just a few clicks. On top of average weight, contribution and market contribution, analyze a portfolio’s volatility, TWR, MWR, and more.
- Performance numbers on portfolio level
- Contribution by position or asset groups
- Custom asset groups: class, currency, industry, sector, …
- Greeks and other performance figures
Analyze Risk Allocation and Economic Exposure
Create portfolios according to your needs: consolidate a selection of assets or securities, create fractional portfolios or map fractional ownerships, analyze exposure and check single bookings. ONE PM provides a customizable categorization of bookings, that enable you to group and manipulate your portfolios in any way you want to.
- Group by asset attributes
- Compare to customizable model portfolios
- Handle strategies, restrictions and violations
- Consolidate multiple portfolios
- Fractional portfolios and ownerships
Save Time With Bulk Rebalancing
Ever had to rebalance multiple portfolios the same way? With the bulk rabalance functionality of ONE PM you rebalance multiple portfolios at once or compare and adjust according to a model portfolio. Make use of pre- and post-trade analysis to generate an electronic or a printable order.
- Rebalance multiple portfolios with a click
- Adjust according to a model portfolio
- Use pre- and post-trade analysis
- Generate customizable electronic or printable order