Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Investortools offers valuable insights into identifying and quantifying the various sources and factors contributing to a portfolio’s overall return. Delve into the mathematics that underpin these calculations while discovering how the Custom Index Manager (CIM) can assist in elucidating your portfolios' performance. Factor-based attribution breaks down returns by utilizing independent systematic factors such as income effects, yield curve shifts, and spread impacts. In contrast, allocation attribution focuses on the excess return—calculated as the difference between the portfolio's total return and the index's total return—resulting from strategic allocation choices and variances within each category. Additionally, simulated performance delivers an in-depth (Bottom-Up) analysis of Total Return, enhancing your understanding of investment outcomes. This comprehensive approach equips investors with the necessary tools to make informed decisions and optimize their portfolio strategies effectively.
Description
Leverage the capabilities offered by the Objective Platform to achieve your objectives in a cost-efficient manner or maximize the returns on your set budget. It is important to move beyond relying solely on metrics from specific channels. Instead, assess how your marketing expenditures contribute to your overall business goals. Establish your definitive source of truth. With the Objective Platform, you can streamline the processes of data collection, validation, and integration from over 200 sources, enabling you to obtain results more swiftly and accurately. Employ modeling techniques to connect business outcomes with media spending and other significant variables. The approach is both objective and transparent. Utilize our proven dashboards and reports to gain insights into what drives your marketing and media performance. This platform not only assists you in measuring the effectiveness of your marketing investments but also helps pinpoint anomalies. By applying these insights, you can begin to test new strategies and refine your approach for even greater effectiveness. Ultimately, this will empower you to make informed decisions that enhance your marketing efforts.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Investortools
Founded
1983
Country
United States
Website
www.invtools.com
Vendor Details
Company Name
Objective Partners
Founded
2014
Country
Netherlands
Website
www.objectivepartners.com
Product Features
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
Yes
For Hedge Funds
Yes
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
No
Product Features
Marketing Analytics
A/B Testing
No
Campaign Management
Yes
Channel Attribution
Yes
Customer Journey Mapping
Yes
Dashboard
Yes
Performance Metrics
Yes
Predictive Analytics
Yes
ROI Tracking
Yes
Social Media Metrics
No
Website Analytics
No
Marketing Attribution
Attribution Modeling
Yes
Audience Segmentation
No
Conversion Tracking
Yes
Cross-Channel Attribution
Yes
Customer Journey Mapping
Yes
Multi-Touch Attribution
Yes
Predictive Analytics
Yes
ROI Tracking
Yes