Scinapps Limited - Investment Performance Analytics

Accuracy

There are a few calculation methodologies used by the investment management industry, however there is only one methodology that produces the correct performance number for use in comparison with a benchmark. This is the daily time weighted method, which is the method used consistently by SCINAPPS analytics for all calculations.

This means that regardless of whether you are looking at the performance of multiple portfolios aggregated together, or whether you are drilling down to the performance contribution of a single security within the portfolio, the same consistent calculation methodology has been used.

Investment Performance Analytics

SCINAPPS analytics is a software package to calculate various investment metrics, such as performance measurement and risk, for a wide range of financial products.

The software enables immediate answers for owners and managers of investment portfolios, such as:

Is the portfolio tracking the appropriate benchmark?
Is the portfolio generating appropriate performance for the level of risk?
How is the portfolio performance broken down by attributes like currency, asset class, sector and security?

The software is best experienced through the online demo, see the "demo" button for further information.

Demonstration:

Try this unique technology using this online demonstration.
The login name and password is demo1.
This particular web portal shows the SCINAPPS analytics configured for individual "client" reporting. (Note that pricing data only extends to the end of 2008).

The same reporting engine can be used with a custom user interface. For example, here is an older interface that allows interactive data input,

(click on the logo)

Flexibility

SCINAPPS analytics allows the consistent analysis of a range of financial instruments from common quoted instruments like equities to individual bespoke instruments like the mortgage on a property.

The use of a single consistent methodology means that you can quickly change your view to drilldown through different aggregation levels.

Top level portfolio view across single or multiple portfolios
Intermediate level view using aggregation attributes like currency, instrument type, asset class, sector etc.
Lowest level view by individual instrument

This flexibility makes SCINAPPS analytics equally suitable for internal management reporting or external client reporting.

Integration is relatively simple since information is derived from core "back office" transactional data. This also has the additional benefit that as soon as a new transaction hits the portfolio all analysis results are updated. There is no delay while data is fed through some intermediate data warehouse.

Investment Performance Analytics

State of the art investment analytics software.

For a brief introduction use the buttons on your left

However the software is best experienced through the online demo, see the demo button on your right.

Speed - Low Latency and High Throughput

SCINAPPS analytics was built specifically to provide instant, on-demand information. It removes the barrier of the classic "batch reporting cycle" to timely information. This means you can obtain instant answers to questions such as:

What happens if I compare the portfolio to another benchmark?
How does my overall performance aggregated over all portfolios compare with their individual breakdown?
What happens if I analyse using another currency?
What happens if I change the reporting period?

SCINAPPS analytics takes advantage of cheap computing horsepower through a multi-tier architecture that allows cost-effective load balancing and scalability.