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Blended Benchmark Generation

Benchmark Management lets users quickly build custom and blended benchmarks with flexible rebalancing, using any weighting and return data for more effective analytics.

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Understanding Blended Benchmark Generation

Our Benchmark Management solution offers users a simple step by step method to build and maintain custom and blended benchmarks. Users must define a unique identifier for each Benchmark and Blend, a description for each Blend, upload time series return data for each Benchmark, define desired Blend percentages, and any rebalancing frequency. User-directed optional data may also be added to further enhance the Benchmark Management solution.

  • Create custom Benchmark Blends
  • Assign desired rebalancing frequency
  • Add spread return requirements when desired – i.e. “X” index plus 50 bps
  • Include optional functionality like multi-currency and constituent level data
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Blended Benchmark Generation Pricing

Only add the modules you need with one affordable monthly price. Easily pause or cancel at any time.

Blended Benchmark Generation – Standard

$ 231.00/month

+ $ 30.00 Setup fee

Features
  • Supports Flexible Blend Definition
  • Ability to define a Return Spread
  • Supports Multiple Benchmark Rebalance Frequency (Buy & Hold, Daily, Monthly, Quarterly etc.)
  • Supports generation of blends from mid-rebalance periods
  • Supports Aggregate and Position View Data Reports
  • Ability to merge Benchmark Constituent-level Data
  • Supports Portfolio-linked Dynamic Weighting of blended benchmark
  • Multiple Currency Reporting
Application In / Outs / FAQs
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Blended Benchmark Generation – Advanced

$ 275.00/month

+ $ 40.00 Setup fee

Features
  • Supports Flexible Blend Definition
  • Ability to define a Return Spread
  • Supports Multiple Benchmark Rebalance Frequency (Buy & Hold, Daily, Monthly, Quarterly etc.)
  • Supports generation of blends from mid-rebalance periods
  • Supports Aggregate and Position View Data Reports
  • Ability to merge Benchmark Constituent-level Data
  • Supports Portfolio-linked Dynamic Weighting of blended benchmark
  • Multiple Currency Reporting
Application In / Outs / FAQs
Sign Up Now

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Explore More SAYS Platform Modules

As part of the SAYS Platform Blended Benchmark Generation can add the following advantages to your systems for one simple monthly fee.

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