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Global  > North America > USA > Portfolio Analysis
IPD’s US Portfolio Analysis Service

The Portfolio Analysis Service (PAS) is a performance measurement and benchmarking tool designed to support the analysis of investment strategy, performance and risk profiles.

The PAS examines strengths and weaknesses at the portfolio, fund and asset level.  The service provides standardized and bespoke and/or custom benchmarks, allowing you to select an appropriate benchmark to fit your specific needs. 

Benefits of PAS include:

  • Supporting capital raising activities for revenue growth
  • Improving decision making on investment allocation, selection and continued management
  • Save time and money on data management and assure compliance in accordance with GIPS and other industry standards.

For more information contact: Ray Belliveau, Director of Business Development or download the PAS product factsheet.

Download a sample
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