IHS Markit releases new portfolio analytics tool
19 March 2021 US
Image: stock.adobe.com/Kenjo
IHS Markit has announced a new portfolio analytics tool for portfolio managers that allows them to keep track of their own stock portfolios and find gold in previously unknown stocks.
The financial software and services firm says its team of more than 40 analysts will provide portfolio managers with fundamental, bottom-up analysis for their changing portfolio of stocks, including dividend amount, ex-date, record date pay dates, and tax treatment.
The enhanced analytics tool will help portfolio managers keep on top of companies taking drastic dividend actions across multiple sectors and in disparate markets, making it easier to keep track of and make all the changes across multiple portfolios.
The customisable analytics offering allows users to upload multiple portfolios, tracking stock holdings and dividend flows of each portfolio as well as keeping track of corporate actions on dividend-paying stocks.
Stocks can also be added or deleted from multiple portfolios with ease, which is particularly useful as dividend resumptions pick up speed with increased vaccination rates globally, IHS Markit says.
Combined with IHS Markit’s dividend forecasting expertise, the company says, with timely updates of dividend changes both via intraday alerts and its data feed, the new service will help portfolio managers update income forecasts across portfolios quickly to better manage risk.
The financial software and services firm says its team of more than 40 analysts will provide portfolio managers with fundamental, bottom-up analysis for their changing portfolio of stocks, including dividend amount, ex-date, record date pay dates, and tax treatment.
The enhanced analytics tool will help portfolio managers keep on top of companies taking drastic dividend actions across multiple sectors and in disparate markets, making it easier to keep track of and make all the changes across multiple portfolios.
The customisable analytics offering allows users to upload multiple portfolios, tracking stock holdings and dividend flows of each portfolio as well as keeping track of corporate actions on dividend-paying stocks.
Stocks can also be added or deleted from multiple portfolios with ease, which is particularly useful as dividend resumptions pick up speed with increased vaccination rates globally, IHS Markit says.
Combined with IHS Markit’s dividend forecasting expertise, the company says, with timely updates of dividend changes both via intraday alerts and its data feed, the new service will help portfolio managers update income forecasts across portfolios quickly to better manage risk.
Next technology article →
Capitolis and AcadiaSoft partner to enable greater capital optimisation for financial institutions
Capitolis and AcadiaSoft partner to enable greater capital optimisation for financial institutions
NO FEE, NO RISK
100% ON RETURNS If you invest in only one securities finance news source this year, make sure it is your free subscription to Securities Finance Times
100% ON RETURNS If you invest in only one securities finance news source this year, make sure it is your free subscription to Securities Finance Times
