COMPANY, MARKET & PORTFOLIO ANALYSIS

Financial research.
Clear reports.

Bring company, market and portfolio analysis into one research workspace. Prepare sourced reports for your investment, risk and finance reviews.

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For investment firms, banks, corporate finance teams and advisory groups.

A new angle on your research.

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Company, market and financial research.
In one workspace.

31 research areas25 specialist workflow areas01 connected research workspace

TOOLS FOR YOUR WORK

What do you need
to analyze?

Find the tools for company research, market analysis, portfolio risk and financial reporting.

Research companies and markets

Analysts & research teams

Analyze portfolio performance and risk

Investment teams & advisors

Review financial health and valuation

Finance, valuation & credit teams

Prepare committee and client reports

Advisors & investment committees

SPECIALIST AGENTS / FINTECH WORKFLOWS

Tools for credit,
finance and compliance.

Prepare credit reviews, reconcile accounts and assemble compliance cases from supplied documents. Specialist agents organize the calculations, evidence and open questions for your team to review.

FA08

Credit underwriting

Organize borrower financials, coverage ratios and covenant headroom into a sourced credit review.

FA09

Credit monitoring

Review financial periods, covenant headroom and tracked exceptions as new evidence arrives.

FA10

Due diligence

Connect document requirements, findings, open questions and workstream owners in one review.

FA15 / FA16

Reconciliation & close

Match ledger records, review reconciliation breaks and track close tasks and period variances.

FA17

Fund administration / NAV

Build a NAV support bridge from supplied assets, cash, liabilities, fees and accruals.

FA19

KYC case preparation

Organize ownership evidence and required documents into a case for compliance review.

Choose the workflow your team needs to see.

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WHAT YOU CAN ANALYZE

Company, market
and portfolio research.

01

Company intelligence

Compare profitability, cash flow and valuation.

Financial health · Earnings quality · Valuation · Peer comparisons
02

Market research

Compare companies with the market around them.

Market intelligence · Macro context · Events · Cross-asset analysis
03

Portfolio & risk

Measure performance, exposures and downside risk.

Performance · Attribution · Correlations · Scenarios
04

Financial models & credit

Turn financial inputs into a model you can review.

Financial modelling · Credit review · Transactions · Reconciliation
View platform capabilities

FROM INPUTS TO A REPORT

See the results.
Check the reasoning.

01

Source records

Check the statements, market observations and dates used in the analysis.

02

Calculations

Review the financial methods, model estimates and scenario assumptions.

03

Written analysis

Read explanations alongside the figures and the evidence they refer to.

04

Review materials

Prepare a playbook, financial model or review pack, with earlier versions available.

START WITH YOUR WORK

See AurelQuant
for your team.

See how AurelQuant fits the companies, markets and financial reports your team works with.

Request a quotation