Analyst Research and Pipeline Management Tool Solution

In the current volatile market, investors as well as Portfolio Managers are looking to identify their winners and losers, not only in terms of assets and positions but also from the Analyst perspective. While Analyst rankings have always been important from a compensation perspective, they are increasingly required for qualitative portfolio valuations. As a result, the typical portfolio covenants and compliance checks are being made at the Analyst level.

Furthermore, the increase in transparency requires analysts, and portfolio managers to automate more and more processes. Pipeline and other tracking “reports” typically maintained by individuals in Excel spreadsheets do not provide the transparency required.

The Solution

NorhtPoint’s Dashboard easily allows all assets and valuations to be attributed to an Analyst. Utilizing a flexible schema, Analyst level data can then be easily aggregated and dissected to produce any type of reporting from covenants to performance (ex. Weighted Spread, Rating Distribution).

Features

• Determine Asset breakdown at Analyst or Industry level for Settled or Proforma valuation.
• Review historical performance.
• Integrates with MS Sql Server Reporting Services.
• Create color-based reports with graphs, charts, etc for internal or external parties.
• Easily portable to MS Excel, PDF, or html for Web Publishing.