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INVESTMENT PLUS
Perform investment policy analysis using the advanced, comprehensive features found in Investment Plus. No other software program at any price provides investment consultants and plan sponsors with a more complete set of high-performance analytical tools.
Consider these cutting-edge analytical capabilities and how they can enhance your ability to analyze and evaluate complex investment decisions:
- ECONOMIC SCENARIOS
Create and store alternative sets of asset class risk and return assumptions for individual plans or for different economic forecasts.
- PORTFOLIO OPTIMIZATION
Develop optimal asset mix alternatives using any optimization method including mean/variance, benchmark optimization, below target risk (downside risk), etc.
- PERFORMANCE ANALYSIS
Perform historical data analysis on return series included in the historical returns database provided with Investment Plus, or import your own data into the program.
- COMPARATIVE EVALUATION
Compare the relative performance of several historical return series using a composite weighted benchmark, peer group analysis, or filter analysis.
- MANAGER STYLE ANALYSIS
Use returns-based manager style optimization to calculate the appropriate style benchmark for any money manager, mutual fund or multi-manager portfolio.
- MONTE CARLO SIMULATION
Simulate the cash flows, asset values and key financial ratios under alternative investment and spending policies for any institutional investment fund.
- HISTORICAL RETURNS DATA
Empirical data is the raw material of an analytical model. Investment Plus includes databases providing decades of historical performance on every major market index (U.S. and international), all listed mutual funds and most money manager products. All of the data you need for making investment policy decisions is at your fingertips.
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