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With factorE, financial professionals can easily and efficiently demonstrate why changes are made to a portfolio and how the changes may help clients in achieving their financial goals.
- Show clients the risk factors in their portfolios through easy-to-understand graphic representations
- Evaluate the exposures of alternative strategies in one simple interface
- Design highly customized alternative allocations with confidence
- Perform scenario analysis by stress testing a portfolio in various economic conditions
- More effectively incorporate investments with short track records by simulating performance using their factor exposures