Ex-Post Analytics

Comprehensive comparative Fund vs. Benchmark, Ex-Post Return and Risk Analytics for a stream of daily or monthly portfolio-level returns stored in any database or from an uploaded Excel File. Features a customizable Rolling Term Analysis of fund and benchmark returns and customizable PDF reports.

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Understanding Ex-Post Analytics

Opturo provides Ex-Post Return and Risk Analytics, which can be housed on-site through its desktop and server-based deployments or hosted by Opturo through Opturo Cloud Hosting and available as a web-based virtual desktop.  Both the on-site and hosted solutions are powered by Opturo’s  ODIN modules. In an on-site deployment, return streams can be imported from a variety of sources including Relational Databases, Excel and Text.

For the hosted solution, any data stored in Excel or Text can be uploaded automatically to Opturo Cloud Hosting. The platform can be setup to automatically generate Ex-Post Return and Risk Analytics on thousands of portfolios and scale in order to meet the timeline demands of any client.

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Ex-Post Analytics Benefits

As part of the ODIN Platform Ex-Post Analytics adds the following advantages to your systems.

  • Automation

    Opturo provides the platform to automate data retrieval, enrichment and transformation, which enables precise analytics and dynamic reporting.

  • Performance Comparison

    Generate analytics on multiple funds against a single benchmark and market, and compare performance and risk characteristics side-by-side.

  • Multi-period

    The platform supports Daily, Monthly and Annual Return streams and reports in both cumulative and rolling periods.

  • Market Definition

    Opturo allows users to define a market other than the benchmark for the calculation of Beta calculation and associated analytics.

  • Efficient Analysis

    The platform is optimized with a low latency attribution engine for rapid generation and distribution of reports.

  • Risk-Adjusted Return

    Users can determine alpha relative to a benchmark, as well as a wide breadth of risk statistics such as beta, tracking error, and information ratio.

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Explore More Platform Features

As part of the ODIN Platform Ex-Post Analytics adds the following advantages to your systems.

ODIN PLATFORM

The Ultimate All-in-One Data Processing Engine

ODIN delivers everything you need in a single, powerful package—blazing-fast suite. While other solutions offer fragments of these capabilities, only ODIN brings them all together in one complete, scalable, and fully configurable system.

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    • Highly Customizable Configuration
    • Rapid Data Processing
    • Extensive Data Integration Capabilities
    • On-Premises and Cloud Deployment
    • No-Code & Low-Code Data Processing
    • Advanced Data Transformation Functions
    • High Scalability
    • Multi-Format Data Output
    • Rule-Based Workflow Automation
    • Auditing & Traceability
    • API & Programmatic Access
    • Security & Data Governance
    • Financial Industry Optimized
    • Real-Time & Batch Processing
    • Stability & Reliability
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