Solutions
Research Tools and Alerts
Because analyst coverage can change over time, firms need the ability to track such coverage as time series if they want to attribute security-level performance to the proper individual(s). But company coverage is often not as simple as a single person covering a name. The more complicated the relationship, the more difficult it is to generate meaningful reporting.
MIK Differentiator
MIK understands that analyst coverage is not always a cut-and-dried, one-to-one relationship. Individual names can be covered by multiple analysts. In addition, analysts can be associated with different funds or strategies over different time periods, and with different weightings.
The sophistication of our security master functionality allows for accurate performance attribution reporting based on such complexities.
Once you can store and maintain analyst/company coverage relationships accurately, there are significant analysis and reporting benefits:
- Real-Time Portfolio Monitoring: MIK can show analyst coverage and price targets alongside relevant market, position and P&L information to assist the portfolio manager and/or trader in reviewing potential candidates for sale or covering
- Calculation of analyst-level P&L and performance attribution