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Novus Platform
Comprehensive Portfolio Analytics and Reporting for Institutional Investors

What is Novus Platform?

The Novus Platform delivers sophisticated portfolio analytics and reporting capabilities designed for institutional investment teams. It enables active monitoring of performance, attribution, and exposures across entire portfolios through advanced dashboards and investment operations tools.

Users can leverage a range of performance, risk, and attribution analytics at position, fund, and portfolio levels, with features like custom tagging and portfolio look-through for nuanced insights. The platform offers flexible reporting with template libraries that can be customized to match specific workflows and exported to various formats including spreadsheets, PDFs, and shareable dashboards.

Features

  • Sophisticated Analytics: Leverage performance, risk, and attribution analytics at position, fund, and portfolio levels with custom tagging and portfolio look-through
  • Flexible Reporting: Utilize library of templates to build customized reports for specific use cases and export to spreadsheet, PDF, or shareable dashboard formats
  • Data Maintenance: Integration with data providers, routine data checks, and correction of issues in both historical and current data

Use Cases

  • Manager monitoring and analysis
  • Portfolio intelligence and deep analysis
  • Performance attribution reporting
  • Risk exposure monitoring
  • Investment operations workflow transformation

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