Enterprise-grade portfolio analytics translated.

SRL ANALYTICS UPDATES

SRL Analytics is a powerful online software platform for portfolio and investment analytics, designed to help you make informed decisions when comparing & analysing portfolios and investment products.

Our suite of quantitative tools cover Portfolio Modelling and Backtesting, Monte Carlo Simulations, Portfolio Optimisation, Factor Models, and Tactical Asset Allocation Models.

“SRL Analytics turns complex analytics into powerful insights by coupling sophisticated financial modelling, intuitive visualisations, and AI generated commentary.”

Tuomo Lampinen, CEO, SRL Analytics

Insightful. Clear. Liberating.

Compare portfolio managers’ performance
Understand risk exposures and return drivers with factor analysis
Simulate and stress-test portfolio growth and survival
Monte-Carlo and parametric simulations
Analyse portfolio impact of different capital market assumptions
Optimise portfolio based on targeted return, risk, and constraints

Configure SRL Analytics to suit your specific needs.

Choose Your Module/s

Financial Planning (ALM)

Model forward cashflows and simulate expected portfolio growth based on historical or forecasted returns. Better understand the investors’ likelihood to realise their financial goals and meet liabilities.

Research & Insights

Screen and compare available managers and securities in order to manage risk and make better informed investment decisions.

Portfolio Construction

Create and compare different portfolio models based on periodically rebalanced, strategic asset allocations; optimization strategies; or tactical asset allocation models ‐ and align investments with financial goals and liabilities.

Performance Analysis & Performance Attribution

Analyze risk and return metrics of your portfolio model and understand the sources of those returns and risks.

Choose Your Data Plan/s

All

Large & Mid Cap Listed Equities & ETFs & Mutual Funds + Alternatives

Developed

Americas

Large & Mid Cap Listed Equities & ETFs & Mutual Funds

Europe

Large & Mid Cap Listed Equities & ETFs

Asia Pacific

Large & Mid Cap Listed Equities & ETFs

Emerging

All

Americas

Large & Mid Cap Listed Equities & ETFs

EMEA

Large & Mid Cap Listed Equities & ETFs

Asia Pacific

Large & Mid Cap Listed Equities & ETFs

Alternative

Digital

Crypto

Portfolio Analytics Masterclass: Autumn Series

Virtually join members of the SRL Innovations Team at a Portfolio Analytics Masterclass and find out just how powerful the SRL Analytics software really is. We’ll take you through a short series of scenarios and simulations designed to help you better understand and communicate your financial universe.

Modelling Laboratory

Exclusively for Professional Investors and Asset Managers – our Modelling Laboratory allows users to develop and test trading and portfolio management models that either generate alpha (excess return over benchmark) or offer better risk adjusted returns (downside protection with good upside capture).

DEVELOPED			EMERGING
Americas	Europe	Asia Pacific	Americas	EMEA	Asia Pacific

Canada	Austria	Australia	Brazil	Czech Republic	China
USA	Belgium	HK	Chile	Egypt	India
	Denmark	Japan	Columbia	Greece	Indonesia
	Finland	NZ	Mexico	Hungary	Korea
	France	Singapore	Peru	Kuwait	Malaysia
	Germany			Poland	Philippines
	Ireland			Qatar	Taiwan
	Italy			Saudi Arabia	Thailand
	Netherlands			South Africa	Isreal
	Norway			Turkey
	Portugal			UAE
	Spain			Isreal
	Sweden
	Switzerland
	UK