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Portfolio > Portfolio Construction

Portfolio Analytics, S&P Style

By Staff Writer

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Standard & Poor’s MarketScope Advisor (MSA), has added a HoldingScan tool and Alerts functionality to its range of services for advisors. The MSA platform supplies viewers with investment information on stocks, ETFs, mutual funds and variable annuities.

HoldingScan will give users an in-depth look at portfolios and analyze data to show reactions to various asset classes, regions, sectors as well as individual holdings.

Standard and Poor’s Equity Research Services and the updated MSA platform will be able to provide Watchlists and Alerts to keep viewers up to date regarding individual securities and market activity.

“Our expanded ETF coverage was added earlier this year to address the growing interest on the part of advisors in using these products in investment portfolios. We will continue to add new capabilities to meet the evolving needs of our clients,” Andrea Remyn, a Managing Director in Standard & Poor’s Equity Research Services, said in a June 22 announcement.

Michael Stanley can be reached at [email protected]

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