Proprietary indicators empower clients by quantifying and visualizing risks that until now were only anecdotal, leading to a distinct decision advantage.
Quantitative and qualitative assessments integrate disparate sources of data and information into a cohesive narrative that is easily consumed and understood.
PivotalBase transforms complex analysis into intuitive fund ratings and sub-ratings, enabling investors to truly compare and contrast fund intelligence within 30+ distilled peer groups.
Fund and portfolio-level analytical tools enable thoughtful fund comparisons on an absolute basis and within customized portfolios, which can be seamlessly shared with clients and board members.
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