For nearly four decades, investment professionals have relied on PSN for detailed quantitative and qualitative data on Separately Managed Accounts including access to over 20,000 domestic and global investment products and over 285 predefined PSN published universes.
Screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools.
Track and compare multiple investment products and run Returns Based Style Analysis using 200+ key statistics.
Research, screen, report & monitor Mutual Funds, ETFs, SMAs & Equities on numerous ESG metric ratings, scores, percentiles & rankings.
Build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module.
Estimate the probability of meeting future wealth goals using the Monte Carlo simulation module.
Streamline the reporting process to speed up asset acquisition.
Quickly and easily evaluate a portfolios composition including asset allocation, equity and fixed income characteristics, sector and regional weightings, top ten holdings and country exposure.
Create interesting graphs to display a client’s current portfolio, and brand pages with your logo and footnotes.