Portfolio Management

We help you monitor market developments and quickly spot new ideas or risk exposures for your portfolios.

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  1. Portfolio Management
  2. LSEG Workspace
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Outperform with investment insights and proprietary analytics 

In competing for AUM portfolio managers need to demonstrate the consistent ability to deliver outstanding risk-adjusted returns versus the benchmark.

Identify areas of opportunity, balance exposure and risk, and keep on top of news and market developments with LSEG Workspace. And with ESG occupying a central place on the investing agenda, we help portfolio managers to uncover risk factors related to any aspect of a company’s ESG profile.

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LSEG Workspace

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Market and Portfolio Monitoring 

No noise, just new information that is critical to your portfolio.

Immediately discover news and market developments that are relevant to your portfolios. Watchlist Pulse works for you 24x7, letting you know when there’s a new broker report, a StarMine SmartEstimates predicted surprise or breaking news from Reuters as well as 10,000 other news sources. And during Earnings Season, use our app in LSEG Workspace to monitor developing trends as companies report.

Security Selection / Risk Mitigation

Outperform despite the economic backdrop with StarMine predictive analytics.

In a tough macro environment StarMine’s quantitatively derived analytics in LSEG Workspace can provide an invaluable tool for portfolio managers in stock selection and risk mitigation.

  • Avoid expensive earnings misses with StarMine SmartEstimate predicted surprises.
  • Reach out to 5-star analysts, those with a history of getting differentiated calls right, when they issue a bullish or bearish Bold Estimate.
  • Take advantage of StarMine Intrinsic Value and Earnings Quality models to find companies that may be overvalued or whose fundamentals may be about to deteriorate.
  • Get an early indicator of analyst revisions with StarMine Analyst Revisions Model.

 

Monitoring Macro Trends

Assess macroeconomic trends to inform investment decisions.

Uncertainties around geopolitics and inflationary pressures are impacting portfolios. LSEG Workspace helps portfolio managers to better understand macro trends with 70 years of economic indicators and financial time series. Our powerful charting capabilities – with 9,000 charts covering over 170 countries and market topics – make it easier to articulate how specific market events impact your investment strategy. 

Sustainable Investing 

Uncover ESG risk in the portfolio.

LSEG Workspace provides a holistic solution for ESG to help build portfolios that meet investor mandates, uncover ESG related risk, and report on any aspect of your portfolio's ESG profile such as climate.

Portfolio Analytics 

Get immediate insight into portfolio risk and return.

With Portfolio Analytics in LSEG Workspace you get a comprehensive view of performance, attribution and risk for multi-asset class portfolios.

  • Identify primary drivers of absolute and relative performance at a sector and security level. 
  • Forecast and quantify portfolio risk with our proprietary Global Equity Risk Model and MSCI’s RiskMetrics.
  • Stress test portfolios for different economic scenarios to identify, report and adjust for downside risks.

 

LSEG Workspace for analysts and portfolio managers

Experience a flexible, tailored solution that aggregates industry data, delivers proprietary analytics and automates critical research and portfolio management workflows. Know first, so you can act first.

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