Overview

Streamline data management

Producing timely and accurate performance reports for clients or prospective clients is an essential activity within investment management firms. Simply describing period-to-period changes in value is only the start: the most compelling reports clearly demonstrate how your portfolio managers’ decisions and results compare to an industry standard index, representing a specific investment style or strategy.

Analyzing performance - uncovering the sources of returns relative to an index - requires detailed index performance data. However, without Advent Index Data, manually obtaining, reconciling, and loading index data is a complex operational challenge.

Features & Benefits

  • Using Advent Index Data is the most efficient way to download S&P and Russell index data directly into APX
  • Index data enriches APX’s performance analytics functionality, allowing you to improve efficiency and accuracy.
  • Flexible choices are available, depending on your needs: data from common indices; index data at industry sector level; index data at security level; and historical data based on timeframes you select
  • Streamline data management and operations workflows
Advent Index Data

Complementary Solutions

Advent Custodial Data

Access timely and consolidated account-level information from a growing network of portfolio data sources.

Advent Data Solutions

Advent offers a variety of data solutions that deliver accurate custodial, corporate actions, and benchmark data directly into your portfolio management and trading platforms, automatically and in the format you need.

Advent Outsourcing Services

With Advent Outsourcing Services, you have the flexibility of customizing solutions and services to your needs.

Advent Portfolio Exchange

APX provides one central, scalable platform for all your portfolio, relationship, and prospect data.

Performance and attribution reporting made easy

Need additional indexes? Advent Index Data offers US market-based, daily performance data from S&P and Russell, for use in APX analytics reports.

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