As we head into the new year, we’ve taken a dive into data from the past 12 months to understand how our clients engage with our analytics platform and uncover the tools they find most indispensable.
Last year’s findings reflect the depth of engagement we see across our platform. By analyzing anonymized client interaction data—spanning portal usage, frequently accessed pages, and specific analytics tools—we’ve gained an understanding of what drives value for managers and allocators.
Kiski's clients, managing a combined total of over $200 billion in assets, employ a wide range of investment strategies. Our analytics are embedded into their daily workflows to drive portfolio optimization and enhance risk management processes. Here are the top five analytics they depend on most.
Unsurprisingly, Performance Overview is the most visited page on our platform. After all, performance is the starting point for every meaningful portfolio conversation. It’s a metric that answers the question, “How did we do?”, as well as “Are we where we need to be?”
Clients use performance analytics to measure returns across multiple dimensions—comparing against benchmarks, evaluating individual strategies, and tracking performance at both the portfolio and account level. Beyond the numbers, this data helps tell the story of a portfolio’s journey and whether it’s aligned with the goals it was designed to meet.
Why it matters:
Performance analytics provide clarity and accountability. They enable clients to evaluate progress and make adjustments to ensure their portfolios remain on track.
Exposure analytics provide a comprehensive view of sector weightings, geographic exposures, and asset class distributions—insights that help managers maintain alignment with their mandates.
Real-time monitoring is particularly critical for today’s investors. With exposure data at their fingertips, clients can quickly identify imbalances, avoid overconcentration, and make tactical shifts to align with evolving conditions.
Why it matters:
Exposure analytics act as both a dashboard and a warning system, enabling timely risk mitigation. and largely determining portfolio success or failure.
When portfolios perform well (or fall short), clients want to know why. Our performance attribution capabilities provide the answer by dissecting returns into key components: allocation effects, security selection, and interaction effects. This granular view highlights the distinction between manager skill and market-driven outcomes.
This type of analysis is indispensable for adding depth to performance evaluations—a critical skill for both informing internal stakeholders and explaining results to investors.
Why it matters:
Performance attribution enables clients to move beyond broad conclusions, allowing them to optimize strategies for future performance while reevaluating those that don’t work as well.
Factor analysis bridges macro and micro dimensions of portfolio management (you can check out our guide to factors here). It evaluates how portfolios are exposed to systemic drivers like interest rates, inflation trends, and sector rotations, providing clients with a roadmap for navigating evolving market dynamics.
Armed with this intelligence, clients can proactively hedge risks and seize opportunities. For example, if inflation sensitivity emerges as a concern, clients can rebalance to reduce exposure while maintaining alignment with broader objectives.
Why it matters:
Factor analysis equips clients with a deep understanding of their portfolios’ inherent sensitivities. By aligning allocations with macroeconomic conditions, they gain a strategic advantage in capturing value and managing risk effectively.
Beta sensitivity analytics reveal a portfolio’s responsiveness to broader market movements. Understanding this relationship is essential for balancing risk and reward, leading clients to calibrate portfolios in a way that balances exposure to market volatility.
This metric is particularly valuable during periods of heightened volatility - clients can use beta data to fine-tune their portfolios, ensuring they capture upside potential while minimizing downside exposure.
Why it matters:
In volatile markets, beta sensitivity metrics offer clients a tool to build portfolios that remain agile and performance-oriented while staying aligned with their risk tolerance.
We’re excited to continue leveraging platform insights to deliver tools that empower better decision-making and drive successful outcomes. If you’re curious about how these tools can transform your approach to portfolio management, let’s start a conversation.
