The IPSO Factor Enriching portfolios with market data.

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Presentation transcript:

The IPSO Factor Enriching portfolios with market data

The IPSO Factor: Automated market data management        IPSO Incorporated Why The IPSO Factor "Give me a lever long enough and a fulcrum on which to place it, and I shall move the world." Archimedes, 450 B.C.E.

The IPSO Factor: Automated market data management        IPSO Incorporated Overview Facilitates data analysis by automating data retrieval. Standardizes reporting by structuring retrieved data. Flexible and extensible across data providers and analysis tools.

The IPSO Factor: Automated market data management        IPSO Incorporated Facilitates Analysis Ability to access market data easily for many positions at once. Reduces learning curve for accessing market data (use the API without programming). Ability to easily name and save multiple models or portfolios. Ability to easily name and save market data filters. Can run automatically.

The IPSO Factor: Automated market data management        IPSO Incorporated Standardizes Reporting Easily access market data across providers. Easily export data in a format that other analysis tools can use. Converts data into one common format from multiple data services. Allow non-technical users to easily select and extract market data.

The IPSO Factor: Automated market data management        IPSO Incorporated Architecture Fulcrum Enriched Data Fulcrum Enriched Data Database Table Database Table File Spreadsheet FactSet (External Data Source) Bloomberg (External Data Source) File (External Data Source) The IPSO Factor

The IPSO Factor: Automated market data management        IPSO Incorporated What The IPSO Factor provides? The IPSO Factor is designed to make market data retrieval easy for a nonprogramming manager or analyst. Using a simple point and click interface, the The IPSO Factor user can build a data enrichment rule set that can be reused daily with minimal effort, and can define a source for the financial instruments that need to be analyzed. It allows analysts to analyze and managers to manage rather than program or depend on IT.

The IPSO Factor: Automated market data management        IPSO Incorporated Included Reports Provides basic static position reporting Last close price Instrument ratings All data is exportable in multiple common formats Comma separated (.csv) eXtensible Markup Language (XML)

The IPSO Factor: Automated market data management        IPSO Incorporated Customization IPSO Incorporated offers business specific customizations for The IPSO Factor Custom reports Internal data sources Additional market data providers will be supported when demand warrants. New releases are regularly scheduled.

The IPSO Factor: Automated market data management        IPSO Incorporated Supporting The IPSO Factor Simple and easy - it is an end-user tool. Developers are not needed to support The IPSO Factor. Optional phone and on-site support is available from IPSO Incorporated.

The IPSO Factor: Automated market data management        IPSO Incorporated System Requirements The IPSO FACTOR is a program layer that runs on top of your existing Bloomberg or Factset data service. If your machine can support your data provider’s software, it can also support The IPSO Factor.