Northern Trust has enhanced its Fundamentals performance and risk tool with a dashboard application that provides institutional clients with a direct and easy view of the performance information they deem most important.
“Clients are seeking an online snapshot of key performance indicators to help them oversee complex investment programs efficiently,” says Paul dOuville, global director of Investment Risk and Analytical Services at Northern Trust. “The Fundamentals Dashboard includes daily and monthly analytical results and builds on the existing foundation of our market-leading performance, risk and attribution data. Allowing clients to define what is important to them and summarizing the information in a thoughtful way, Fundamentals provides mass customization on a flexible infrastructure that is crucial to investment decision makers today.”
Fundamentals is available to asset managers and institutional investors, such as pension funds, endowments, foundations and corporations. The first phase of the dashboard includes returns, characteristics, risk statistics, and market values; later phases will add charting and further customization. The Fundamentals Dashboard is delivered via Passport, Northern Trusts online data platform.
As a part of its client focus philosophy, Northern Trust has provided risk and performance services for over three decades. Northern Trusts Investment Risk & Analytical Services capabilities include risk monitoring and measurement, performance evaluation and other specialty services, with continuing investment in research and client-focused product development.