Palladium
Odysseus "Palladium" is our portfolio navigator providing holistic portfolio lookthrough and drilldown analyses. Fund Managers and Client Service teams can manage and assess portfolio construction, visualize portfolio components interactions and demonstrate/test the impact of assets and news/events to portfolio performance with an interactive web interface.
Odysseus "Palladium" is our portfolio navigator providing holistic portfolio lookthrough and drilldown analyses. Fund Managers and Client Service teams can manage and assess portfolio construction, visualize portfolio components interactions and demonstrate/test the impact of assets and news/events to portfolio performance with an interactive web interface.
Key Benefits and Features
- Comprehensive, Single-Page Portfolio Dashboard: Nexus for all portfolio exploration and answers to Client and Investor questions
- Fund lookthrough: examine the holdings of each fund and the funds in the holdings from an intuitive click-down table.
- Responsive performance charting and graphing to evaluate different time periods
- Full portfolio drill-down from Client, to Portfolio, to Fund, to Fund Component
- News and Event Overlay: Overlay news, events, and sentiment analysis that are impacting the equities contained within the funds of the Portfolio
- Analyst Fund Ratings: Understand what Analysts are saying about the funds in the portfolio
- Environmental, social & governance (ESG): See combined and by-pillar breakdown of ESG ratings at the portfolio and fund level.
- Standard performance metrics: fund correlation, absolute and relative performance.
- Portfolio composition across risk, geography, and distribution
Palladium is a great tool to help transparently communicate portfolio decisions, highlight fund interdependencies and interactions and overlay news attribution