analytics

To see higher returns,
first look deeper.

By collecting historical and third-party data into one, central location, Enfusion Analytics helps asset managers generate the insights they need to evolve their investment processes.

See Key Features

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KEY FEATURES

Monthly fund report

Easily analyze performance. See fund compounded return over different periods as well as return breakdown for past years and months. Drill into the fund’s exposure and returns to see contributions across multiple dimensions.

KEY FEATURES

Performance attribution report-Alpha analysis

Determine performance attribution. Analyze a fund’s performance against any benchmark and time period. Break down alpha by allocation and security to better understand origin of excess returns.

KEY FEATURES

Performance attribution report-Graphical P&L

Visualize your fund’s alpha performance breakdown through time and across sectors. Swap sector for any other dimension you choose so you can view your returns through different lenses.

DATA WAREHOUSE

Secure storage, shared intelligence.

With Enfusion’s cloud-hosted data warehouse, you can easily import data from the Enfusion platform, your legacy systems, and even outside providers into a single clearinghouse—providing a firm-wide data view.

Cloud-hosted

Third-party integration

Secure architecture

VISUAL ANALYTICS

The backbone for intelligent decision-making.

By storing, mining, and analyzing data across the entire investment lifecycle, Enfusion’s visual analytics allows asset managers to see not only how their investments are performing but why they are performing that way.

Customizable views

Multi-dimensional

Time-series/attribution

Extensibility

REPORTING ENGINE

Automate and schedule data-rich reports.

Enfusion Analytics features a holistic reporting framework that allows you to remove manual processes from your workflow and provide time-sensitive information without delay.

Customized reports

Firm-branded marketing

FRONT-TO-BACK PLATFORM

The wisest investment you’ll ever make.

Enfusion unlocks the full potential of your investment process across front, middle, and back office.

For CFOs and Accounting

Ensure faster time to launch, higher organizational efficiency, and a dramatic reduction in technical complexity—all of which reduces costs across your firm.

For Portfolio Managers

Enter new markets and deploy new strategies without disrupting your workflows with a multi-asset, integrated PMS/OEMS/analytics framework.

For Traders

Get the desktop, web and mobile tools you need to stage and execute even the most complex orders with total confidence: pre-trade compliance, customizable trade blotters, and more.

For COOs and Operational Leadership

Drive accuracy and transparency across your organization by allowing all teams to work from one synchronized dataset.

For Compliance and Risk

Keep your compliance posture strong and risk exposures highly transparent across regions, asset types and strategies with 1000s of pre- and post-trade checks.

For CTOs and IT/System Administrators

Eliminate the costs of managing and maintaining on-premises technology through Enfusion’s cloud-native, multi-tenant SaaS architecture.

WHAT OUR CLIENTS SAY

“By choosing Enfusion, we wanted to send a message to the Street that we were institutionalized from the very beginning.”

Brian Kessler, COO & CFO, Force Hill Capital Management

WHAT OUR CLIENTS SAY

“Enfusion plays an integral part in our operational processes and is an extension of the Melqart team.”

Deepak Verma, Head of Operations, Melqart Asset Management

WHAT OUR CLIENTS SAY

“We’ve been able to increase our operational efficiency by outsourcing to Enfusion’s middle and back office services group.”

Ian Malloch, COO, One River Asset Management

Insights

All things in perspective.

See All Insights

Asset Managers/
Apr.4.2024

Is your operating model set to capitalize on Emerging Markets in 2024?

Learn More

Insights/
Dec.20.2023

2023 Beyond Alpha year-in-review: An inflection point for ops leaders

Learn More

Data/
Jan.20.2023

Integrating ESG into the middle office

Learn More

Cloud-native/
Mar.9.2022

Wake up to the real costs of data management

Learn More

Blogs/
Jan.5.2022

Strategic considerations driving fund launches and relocation in Singapore

Learn More

Awards/
Mar.16.2021

Enfusion wins Best Institutional Investment Solution at the 2021 FinTech Breakthrough Awards

Learn More

See All Insights

analytics

To see higher returns, first look deeper.

Monthly fund report

Performance attribution report-Alpha analysis

Performance attribution report-Graphical P&L

Secure storage, shared intelligence.

The backbone for intelligent decision-making.

Automate and schedule data-rich reports.

The wisest investment you’ll ever make.

For CFOs and Accounting

For Portfolio Managers

For Traders

For COOs and Operational Leadership

For Compliance and Risk

For CTOs and IT/System Administrators

“By choosing Enfusion, we wanted to send a message to the Street that we were institutionalized from the very beginning.”

“Enfusion plays an integral part in our operational processes and is an extension of the Melqart team.”

“We’ve been able to increase our operational efficiency by outsourcing to Enfusion’s middle and back office services group.”

All things in perspective.

Is your operating model set to capitalize on Emerging Markets in 2024?

2023 Beyond Alpha year-in-review: An inflection point for ops leaders

Integrating ESG into the middle office

Wake up to the real costs of data management

Strategic considerations driving fund launches and relocation in Singapore

Enfusion wins Best Institutional Investment Solution at the 2021 FinTech Breakthrough Awards

Gain a clear advantage.

To see higher returns,
first look deeper.