The Solution

Streamline data management

Producing timely and accurate performance reports for clients or prospective clients is an essential activity within investment management firms. Simply describing period-to-period changes in value is only the start: the most compelling reports clearly demonstrate how your portfolio managers’ decisions and results compare to an industry standard index, representing a specific investment style or strategy.

Analyzing performance - uncovering the sources of returns relative to an index - requires detailed index performance data. However, without Advent Index Data, manually obtaining, reconciling, and loading index data is a complex operational challenge.

Why choose this solution

  • Using Advent Index Data is the most efficient way to download S&P and Russell index data directly into APX
  • Index data enriches APX’s performance analytics functionality, allowing you to improve efficiency and accuracy.
  • Flexible choices are available, depending on your needs: data from common indices; index data at industry sector level; index data at security level; and historical data based on timeframes you select
  • Streamline data management and operations workflows
Advent Index Data

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Advent Outsourcing Services

With Advent Outsourcing Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

Advent Portfolio Exchange

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Performance and attribution reporting made easy

Need additional indexes? Advent Index Data offers US market-based, daily performance data from S&P and Russell, for use in APX analytics reports.


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