In a special publication in Handelsblatt, AssetMetrix addresses the topic of portfolio analytics, specifically how private equity investors and fund managers can benefit from such analyses.

In the article, AssetMetrix defines portfolio analytics and names some of the most important applications, such as benchmarking, risk analysis and performance forecasting.

The article goes into detail about the above applications, reasons why such analytics are needed, and the benefits. Among others, these enable as follows:

• Forecast cash flows and thus support liquidity planning
• Allocation planning: determining the optimal level/type of new and re-investments
• Correlations between portfolio investments among each other and against indices

In addition, AssetMetrix describes prerequisites that are necessary for portfolio analytics in this special publication. The main challenges here are to be seen in the complete availability of data, resulting in the need to use models with the most robust procedures possible.

As Europe’s leading next generation asset servicer with over 20 years of experience in Private Equity and a team specialized in analytics, AssetMetrix supports investors and fund managers with proprietary analytical models.

Read the Handelsblatt special publication now to learn more.