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Detailed risk & return analysis

Holdings and returns-based analysis, correlations, and key metrics

Overlap and look-through analysis

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200,000+ mutual funds & ETFs

Core fund metrics, characteristics, and factor exposures

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Holdings & returns-based factor exposures

Risk sources, alpha generation, and sensitivity to macroeconomic variables

Diversification potential

Peers & cheaper alternatives

Expected returns based on capital market assumptions

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Returns-based factor exposures, risk sources, and alpha generation

Diversification potential

Sensitivity to macroeconomic variables

Expected returns based on capital market assumptions

Auto-generated benchmarks for portfolio & individual holdings

Detailed factor exposure & risk analysis on portfolio & holdings-level

Sensitivity to macroeconomic variables

Replace funds with cheaper alternatives or benchmark indices

Expected returns based on capital market assumptions

Simplify the portfolio via a replication portfolio

Multi-currency portfolio analysis (pre & post-FX)

Automatically converts a portfolio statement PDF into a structured portfolio, eliminating manual data entry

Extracts historical return series from fund factsheets for immediate use in performance and factor analysis

Optimize a portfolio comprised of funds or stocks

Target Sharpe ratio, drawdowns, volatility, or factor exposures

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Include sector and single stock level min and max weights vs a benchmark index

Compare original vs optimized portfolio on the efficient frontier

500+ model portfolios from well-known asset managers

Core portfolio metrics, characteristics, and factor exposures

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Access our library of 400+ research articles on topics like quantitative finance, asset allocation, hedge funds, private equity & credit

Compare the performance of more than 500 indices computed by Finominal

Includes stock markets, sectors, and factors like value, momentum, and quality

Long-only and long-short indices

Finominal Private Equity Index (FPEIUS)

Fully integrated for benchmarking & portfolio construction

Easy-to-use dashboard for model management & client proposal generation

Create a portfolio, or upload returns of private market strategies

Compare the performance & outperformance vs benchmarks of models

Analyze the performance & outperformance of model holdings

Share, copy, combine, or extend the track record of portfolios

Available for portfolios and funds with standard performance & risk metrics

Ideal for client proposal generation

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