Featured Solutions
Portfolio Intelligence Workspace
A secure institutional workspace for holdings, performance, concentration, ESG, climate and mandate analysis.
Start from scratchPhase 2 • Daily to monthly by client
Overview
A secure workspace where institutional users upload or connect portfolios and analyse holdings, performance, concentration, ESG exposure, carbon exposure, fixed-income risk, mandate compliance and scenario results.
Why this solution matters
Portfolio analytics turns IPMC information into a recurring workflow used for investment meetings, monitoring and reporting.
Who it is designed for
PFAs, asset managers, insurers and banks
How IPMC helps
Turn connected information into repeatable decisions
Aggregate ESG, controversy and carbon exposure.
Analyse performance contribution and fixed-income allocation.
Produce consistent investment-committee outputs.
Capabilities
What the product is designed to provide
Holdings upload, security mapping, weights, concentration, ESG distribution, controversy exposure, carbon intensity, fixed-income split, simple contribution and investment-committee export.
- CSV/Excel holdings upload
- Security matching
- Portfolio weights
- Sector and issuer concentration
- ESG score distribution
- Controversy exposure
- Carbon intensity
- Fixed-income split
- Performance contribution
- PDF reporting
Data and delivery
Built on a common, source-linked intelligence foundation.
No current portfolio ingestion engine, holdings database, performance engine, ESG aggregation or mandate-control system.
Current availability
Start from scratch
Secure holdings upload, security matching, benchmark support, performance engine, portfolio ESG aggregation, carbon calculations, fixed-income risk, scenario analysis, permissions and audit logs.
Key controls
Market-data licences, information security, client confidentiality, accurate identifiers, calculation validation, benchmark rights, retention rules and distinction between analytics and regulated advice.
Review product readiness →