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    Nasdaq Solovis for Asset Owners

    Nasdaq Solovis Portfolio Analytics

    Overview

    Gain a holistic view of your multi-asset class portfolio to improve operational efficiency and enable better investment decisions.

    Nasdaq Solovis Portfolio Analytics helps you get to context faster with a consolidated view across your entire multi-asset class portfolio. Improve visibility with one dashboard for modeling, analysis, and reporting. Conduct bottom-up portfolio analysis from any angle. Nasdaq Solovis features a flexible system data architecture and purpose-built analytics module which delivers the same depth of insights across both your public and private holdings.

    Shortcut your way to Total Portfolio Intelligence

    • Create customizable reports and visualizations for analyzing performance, risk, liquidity, and exposure.  

    • Analyze total portfolio performance and value across all asset classes.  

    • Understand exposures with analysis across sector, geography, and asset type.  

    • Identify exposure to a single security and long/short positions across funds. 

    • Create customizable reports and visualizations for analyzing performance, risk, liquidity, and exposure.  

    • Analyze total portfolio performance and value across all asset classes.  

    • Understand exposures with analysis across sector, geography, and asset type.  

    • Identify exposure to a single security and long/short positions across funds. 

    Manage Your Allocation & Liquidity

    • Track actual vs. target asset allocations and attributions to return.  

    • Track available liquidity and understand your approaching redemption options 

    • Track foreign currency denominated holdings and investments in your base currency for a more accurate picture of your portfolio. 

    • Track actual vs. target asset allocations and attributions to return.  

    • Track available liquidity and understand your approaching redemption options 

    • Track foreign currency denominated holdings and investments in your base currency for a more accurate picture of your portfolio. 

    Manage & Plan Your Private Markets Portfolio

    • Analyze private equity fund and co-investment performance. 

    • Conduct J-Curve analysis at an individual fund level. 

    • Track fees and expenses across funds. 

    • Benchmark private investments against Public Market Equivalents. 

    • Analyze private equity fund and co-investment performance. 

    • Conduct J-Curve analysis at an individual fund level. 

    • Track fees and expenses across funds. 

    • Benchmark private investments against Public Market Equivalents. 

    Nasdaq Solovis Portfolio Analytics Redesign

    See how we’ve redesigned Portfolio Analytics to make it easier to use

    Learn More ->

    The second I saw a drag-and-drop recalculation of an entire investment world with total asset class reclassifications and shifts, I knew that Solovis was not the status quo.

    Connect with us to learn more about Nasdaq Solovis Portfolio Analytics:

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