RHIO
Profitability analysis
RHIO: Overview
RHIO allows the detail analysis of portfolio profitability, and helps in determining underlying profitability drivers.
RHIO seeks to identify profitability drivers underlying each investment made in a specific period including quotes, currency, results and yields. RHIO features queries, profitability reports and resources that provide combined or individual information based on user-defined criteria.
RHIO seeks to identify profitability drivers underlying each investment made in a specific period
Accordingly, RHIO will help us to pinpoint:
- Instruments with higher profitability.
- Industries with higher profitability.
- Countries (associated with the Issuer) with higher profitability
- Currencies with higher profitability
- Any user-defined group interested in profitability information. (Dynamic Industry).
Additionally, Benchmarks and Model Portfolios could also be configured, on which profitability analysis could also be performed and later compared to the portfolio profitability.
RHIO is available for Management Companies of IICs, Management Companies of Pension Funds / EPSVs / Insurance, Securities Dealer Companies and Brokerage Houses / Private Banking and Mutual Provident Societies.
RHIO complements
Performance Attribution
This applications features a PERFORMANCE ATTRIBUTION module for joint analysis of portfolio profitability, benchmark profitability, and information on optimal investments to produce maximum profitability.
This analysis helps identify optimal investments and maximize portfolio profitability.
Custom profitability reports
Custom reports for investors designed to describe the evolution and make-up (assets, expenses, etc.) of their portfolio profitability.