Index Data for Advent Portfolio Exchange®

Our index data service is the most efficient way to load benchmark performance data directly into APX

Performance analytics, one of the core capabilities of Advent Portfolio Exchange (APX), is crucial to both investment decision-making and client reporting. Performance analytics help you understand the sources of portfolio performance, either at the sector or security level, and vividly demonstrate the value of your firm’s portfolio management expertise.

Now Advent’s index data service simplifies the process of obtaining, downloading, and maintaining benchmark performance data for use in APX’s performance analytics module. We format the index data specifically for APX, and package it for direct download. So the entire process is easy, efficient, and accurate.

Advent is an official redistributor of Standard & Poor’s and Russell Investments Indices, and receives data directly from them for the most commonly referenced indices. Flexible choices are available, depending on your needs:

  • Data for more than 30 common indices
  • Index data at industry sector-level
  • Index data at security-level
  • Historical data based on time frames you select



For the latest information on which indices are available, contact your Advent representative or visit Advent Connection.  For information on indices that are not available through Index Data for APX, click here to learn more about RIMES Technologies.