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Factor Analytics Platform from FactorResearch
Specialized platform for factor analysis, strategy backtesting, and portfolio construction. Provides access to factor data, research insights, and quantitative tools for smart beta strategies, factor investing, and systematic portfolio management.
Product analysis by function
Quantitative Analysis Tools for Investment Research & Analysis
Software for statistical analysis, econometric modeling, and quantitative research to identify patterns, correlations, and potential investment opportunities based on historical data and mathematical models.
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Data Integration & Management
(0 Yes /0 Known /10 Possible features)
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Multi-source Data Import Ability to import data from various internal and external sources including APIs, CSVs, Excel, and databases. |
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Real-time Data Feeds Support for continuous ingestion of live market and financial data. |
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Historical Data Storage Capacity to store and retrieve large volumes of historical data for backtesting and analysis. |
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Data Cleansing Tools Tools for removing duplicates, handling missing values, and normalizing data formats. |
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Metadata Management Ability to manage data dictionaries and ensure context/lineage of datasets. |
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Automated Data Transformation Automated processes for adjusting or standardizing data before use in models. |
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Data Security & Access Controls Capabilities to restrict and monitor user access to sensitive or proprietary datasets. |
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Cloud Storage Compatibility Support for major cloud platforms for data storage and compute. |
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Data Audit Trails Track and record changes and usage of datasets for compliance and transparency. |
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Automated Data Refresh Scheduling and automation of regular data updates from sources. |
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Statistical & Quantitative Analysis
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Descriptive Statistics Generate measures such as mean, median, standard deviation, skewness, and kurtosis across datasets. |
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Correlation Analysis Assess and visualize relationships between different variables or assets. |
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Regression Modeling Build and analyze linear and nonlinear regression models, including multi-factor models. |
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Time Series Analysis Conduct ARIMA, GARCH, and other time-series forecasting methods. |
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Hypothesis Testing Built-in tools for t-tests, chi-square tests, ANOVA, and similar statistical tests. |
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Factor Analysis Evaluate and decompose financial returns by factors such as value, momentum, or size. |
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Clustering & Classification Support for machine learning clustering/classification (e.g., k-means, decision trees). |
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Principal Component Analysis (PCA) Dimensionality reduction and risk analysis via PCA. |
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Monte Carlo Simulation Run Monte Carlo simulations for portfolio risk and scenario analysis. |
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Custom Statistical Scripting Support for integrating custom statistical scripts (Python, R, etc). |
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Econometric Modeling
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Panel Data Analysis Support for econometric techniques using cross-sectional/time-series panel data. |
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Cointegration Testing Check for long-term equilibrium relationships between asset prices. |
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Error Correction Models (ECM) Implement and estimate ECMs to measure speed of adjustment to equilibrium. |
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Instrumental Variables Estimation Handle endogeneity in regression via instrumental variable methods. |
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Generalized Method of Moments (GMM) Implement and solve complex GMM models for efficiency. |
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ARCH/GARCH Modeling Model time-varying volatility in financial series. |
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Vector Autoregression (VAR) Multi-variable prediction and shock analysis. |
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Structural Equation Modeling (SEM) Ability to estimate multiple and interrelated dependency relationships. |
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Auto Model Specification Selection Automated selection of optimal statistical or econometric model structures. |
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Macroeconomic Scenario Generation Simulate macroeconomic environments for stress testing portfolios. |
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Portfolio Construction & Optimization
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Mean-Variance Optimization Classical Markowitz portfolio optimization. |
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Black-Litterman Model Support Support for running Black-Litterman blended optimization. |
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Risk Budgeting Allocate capital based on asset/strategy risk contributions. |
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Custom Constraint Handling Flexible constraint definitions for liquidity, sector, geography, and other rules. |
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Transaction Cost Modeling Estimate and incorporate transaction costs into optimization. |
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Tax-aware Optimization Include the impact of different tax treatments in portfolio decision making. |
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Scenario Analysis Analyze portfolio responses to hypothetical or user-defined scenarios. |
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Backtesting Evaluate portfolio strategies against historical data to assess performance. |
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Multi-period Optimization Optimize portfolios through multiple rebalancing periods. |
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ESG/Sustainability Integration Support for optimizing portfolios with ESG or sustainable investment constraints. |
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Risk Measurement & Management
(0 Yes /0 Known /10 Possible features)
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Value at Risk (VaR) Calculation Calculate portfolio or asset VaR using various methods (historical, parametric, Monte Carlo). |
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Conditional VaR (CVaR) Support for tail risk calculations using CVaR. |
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Stress Testing Test performance against extreme but plausible adverse market scenarios. |
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Sensitivity Analysis Analyze the impact of changes in risk factors (e.g., interest rates, spreads). |
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Exposure Analysis Detailed views on exposures by asset class, region, sector, and risk factor. |
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Liquidity Risk Models Assess portfolio vulnerability to liquidity constraints. |
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Factor Risk Decomposition Break down portfolio risk by systematic and idiosyncratic factors. |
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Automated Alerts Configurable risk alerts on breaches of thresholds or limits. |
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Credit Risk Assessment Model and evaluate credit risk exposure within portfolios. |
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Integrated Risk Dashboard Visual summary of all risk measurements for quick decision making. |
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Performance Measurement & Attribution
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Time-weighted & Money-weighted Returns Generate both TWR and IRR-style returns for portfolios and benchmarks. |
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Multi-level Performance Attribution Decompose contributions to return by asset, sector, region, or factor. |
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Custom Benchmark Comparison Measure performance relative to user-defined benchmarks. |
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Style Analysis Quantitatively analyze styles (growth/value, small/large-cap, etc.). |
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Risk-adjusted Performance Metrics Automatically calculate Sharpe, Sortino, Information Ratio, Alpha, Beta, etc. |
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Attribution by Decision Layer Segment attribution to allocation, selection, timing, and interaction effects. |
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Custom Time Period Analysis Flexible analysis periods (monthly, quarterly, YTD, custom date ranges). |
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Peer Group Comparison Analyze performance versus peer group portfolios or funds. |
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Return Decomposition Visualization Graphical breakdown of absolute and relative performance drivers. |
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Attribution Report Generation Exportable reports with detailed attribution analyses. |
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Visualization & Reporting
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Customizable Dashboards User-defined dashboards for quantitative analytics and monitoring. |
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Interactive Charting Dynamic charts (line, bar, scatter, heatmap, etc.) allowing deep data exploration. |
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Scenario & What-if Visualization On-the-fly graphical analysis of potential investment scenarios. |
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Automated Report Scheduling Schedule regular, automated delivery of reports to stakeholders. |
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Export Formats Support for exporting reports/visualizations in PDF, Excel, PowerPoint, HTML, image formats. |
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Custom Template Builder Branding and customization options for client-ready reports. |
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Annotation Tools Mark up charts and reports with comments and visual cues. |
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Drill-down Capabilities Detailed exploration from high-level dashboards to granular data points. |
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Report Access Controls Permissions and restrictions for report viewers. |
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Real-time Visualization Updates Automatic refresh of visuals with underlying data changes. |
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Automation & Workflow
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Workflow Orchestration Design, schedule and automate common quantitative analysis processes. |
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Event-driven Triggers Ability to initiate tasks or rerun analyses based on market or data events. |
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Batch Processing Support for high-volume batch analysis jobs. |
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Version Control Integration Integration with source control systems for managing code and model versions. |
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Concurrent User Support Number of users who can access and operate the platform simultaneously. |
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Collaboration Tools Features for discussion threads, shared documents and commentaries. |
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Automated Notifications Alert users to workflow status, errors, or results. |
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Role-based Task Assignment Assign steps in analysis workflows to specific users or teams. |
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API-based Task Automation Automate analysis tasks via API calls. |
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Audit Logging Comprehensive tracking of workflow executions. |
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Integration & Extensibility
(0 Yes /0 Known /10 Possible features)
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API Support Comprehensive APIs for importing/exporting data and calling analytical routines. |
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Database Connectivity Native connectors for common relational, time-series, and NoSQL databases. |
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Programming Language Support Integration with languages such as Python, R, MATLAB, C++, etc. |
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Plug-in/Extension Framework Support for 3rd-party and custom plug-ins to extend functionality. |
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Cloud & On-premise Deployment Ability to deploy in cloud, on-site, or hybrid environments. |
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Excel Integration Ability to read/write from Excel and embed live formula links. |
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Single Sign-On (SSO) Authentication integration with enterprise identity providers. |
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Mobile Access Mobile app or responsive web UI support. |
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Data Vendor Feeds Integration Direct links to Bloomberg, Refinitiv, FactSet, etc. |
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Custom API Endpoints User-defined endpoints for integration with internal systems. |
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Speed, Scalability & Performance
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Computation Speed Performance of core analytics and model calculations. |
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Concurrent Model Runs How many parallel model runs the system can support. |
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Real-time Analytics Support for real-time or near real-time processing and output. |
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Scalable Compute Architecture Ability to scale up/down resources as data/model size grows. |
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Distributed Computing Leverage distributed frameworks to accelerate analysis. |
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Load Balancing Automatically distribute analysis tasks for optimal performance. |
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Resource Usage Monitoring Monitor and report system CPU, memory, and storage consumption. |
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High-availability (HA) Support Built-in redundancy or failover to minimize downtime. |
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Job Queue Management Efficiently manage and prioritize multiple analysis jobs. |
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Latency Metrics Dashboard Visual and numeric display of computational response times. |
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Security & Compliance
(0 Yes /0 Known /10 Possible features)
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Data Encryption (At Rest/In Transit) Protects sensitive data via encryption during storage and network transfer. |
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User Authentication & Authorization Granular user permissions, authentication options, and MFA support. |
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Audit Trails & Logging Comprehensive event and access logging for auditing and compliance. |
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Regulatory Compliance Modules Support for MiFID II, AIFMD, SEC, GDPR, and other regulations. |
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Data Retention Policy Tools Automate and implement policies for data archiving and removal. |
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Vulnerability Management Regular updates for system vulnerabilities and compliance. |
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Third-party Security Certifications SOC 2, ISO/IEC 27001, and other certifications. |
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Secure API Gateways Ensure API connections are secure and monitored. |
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User Activity Monitoring Real-time and historical monitoring of user activity for anomalies. |
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Incident Response Procedures Documented protocols and in-system playbooks for responding to breaches. |
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