Performance Insights

Explain Performance, through the Right Lens, and Simulate Beyond the Sample.

Analysis, Business Research, Investment, Marketing, Finance.

Finally, all of equity portfolio scienceanalyticsinsights delivered into one single platform.

Key Value Drivers of the Scientific Portfolio Platform

Performance Breakdown

Break down performance according to a fundamental factor model, a sector factor model or a currency factor model.

Robust Alpha Measurement

Measure alpha within a robust and flexible framework. Gain accurate, consistent insights that support performance evaluation.

Performance Drivers

Identify drivers of unexplained performance with confidence and analyze resilience across market conditions.

What-If Analysis

Put realized sample returns in perspective through a what-if analysis.

Multi-Factor Simulations

Project beyond sample through long-term multi-factor simulations

Challenges We Help You Solve

Struggling to explain performance beyond basic benchmarks?..

Comparing performance to a simple index rarely tells the full story. Our platform allows you to break down returns across factor, sector, or currency dimensions, with complete transparency and the flexibility to choose your model.……………………………..

Need flexibility to express
skill without sacrificing consistency?..

Asset managers need room to articulate performance their way, while investors demand continuity. We deliver both through a transparent, independent methodology that offers flexibility to tailor investment philosophy and maintain comparability.

Need to think long-term, but stuck in short-term data?………………………………………

Going beyond in-sample analysis is essential for strategic planning. We help you simulate return scenarios with long-term multi-factor simulations.………………………………………..

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Simulate alternative portfolios, but dread the friction?..

Simulating shifts, testing hypotheses, or just changing a benchmark shouldn’t feel like a project. Our platform makes exploration instant, fluid, and frustration-free.
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Getting Started With the Scientific Portfolio Platform

Create a New Project in your Secure Account and Add Instruments by

Choosing from thousands of funds, ETFs, indices at your disposal. Uploading time series and/or compositions through an intuitive interface.

Create Portfolios, Create or Generate Peer Groups, and Get Results Instantly

Start analyzing your portfolios instantly across risk, performance, climate, and ESG dimensions. Harness the power of analytics to drive risk/return efficiency, control sustainable impact, and align with climate objectives.

Compare Portfolios to Benchmarks and Peer Groups

Rank portfolios against a broad regional universe of live instruments, modify portfolios and compare before and after.

Turning Academic Rigor Into Measurable Portfolio Insights

Summary of Functionalities

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Investment Philosophy

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From Framework to Function: Inside the Platform’s Core Features

Versatile, Risk-based Attribution Framework..

Choice of model between a fundamental factor model, a sector factor model, and a currency factor model. Risk-based framework based on our robust forward-looking exposures. Simulate what could have happened through an integrated what-if analysis.
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Granular Risk Framework
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Break down attributions at instrument and stock level. Visualize confidence intervals to separate signal from noise and identify contributors to unexplained performance.

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Innovative Simulations Framework..

Benefit from multi-factor simulations powered by more than 50Y of factor and macroeconomic data. Perform realistic what-if analyses through robust conditional simulations. Project beyond sample through robust long-term unconditional simulations.
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Why Teams Choose Scientific Portfolio?

Upload a CSV, search live funds, ETFs, and indices, or adjust an existing portfolio and get immediate, model-based, attribution results. Analyse what happened, what could have happened, and why, all on the fly. Our methodologies are rooted in academic research, giving you access to an independent and transparent framework for attribution and alpha analysis, while offering the flexibility to tailor inputs to your investment view.

We offer all key functionalities of legacy systems at a fraction of the cost. Our pricing is transparent, our service is personal, and our platform is designed to be both powerful and refreshingly simple.

Our methodologies are rooted in academic research, in the long-standing tradition of EDHEC Business School, giving you access to proven models, and risk frameworks you can trust.

Start Your Access to the Scientific Portfolio Platform

Once subscribed to the free version, set your password, and you’re in.

Start analyzing your portfolios instantly across risk, performance, climate, and ESG dimensions.

Harness the power of analytics to drive risk/return efficiency, control sustainable impact, and align with climate objectives.

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