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PIQ Feature
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ETF Manager I
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ETF Manager II
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Advisor Level I
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Advisor Level II
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Portfolio Manager I
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Portfolio Manager II
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ETF Portfolio Builder
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ETF Client Investor Tools
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✓
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✓
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✓
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✓
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✓
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✓
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ETF Advisor Tools
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✓
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✓
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✓
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✓
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✓
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Calculate VAR for ETF Portfolio
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✓
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Security Selection
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Company "stand-alone" investment analysis: Summary, Expected return and Fair-value forecast, Peer- relative analysis
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✓
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✓
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✓
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✓
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Company macroeconomic risk factor report
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|
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✓
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✓
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✓
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Graphical historical comparison of Value and Quality fundamentals, Total Return and Capital gains
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|
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✓
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✓
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✓
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Technical Price Risk
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✓
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✓
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✓
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Company VAR Analysis and Style Profile
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|
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✓
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Industry Cross - Sectional analysis and Screening
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Industry Review and Valuation History graphs
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✓
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✓
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✓
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Cross - Sectional analysis
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✓
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✓
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✓
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Industry Style Analysis
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|
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✓
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Portfolio Analytics
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Pure - Theme Portfolios
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✓
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✓
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✓
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✓
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Easy-to-use portfolio editing and uploading tools
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✓
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✓
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Textual Portfolio Summary Reports
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|
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✓
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✓
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Quality-Value Review and Valuation history Graphs
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|
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✓
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✓
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Portfolio risk factors review
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|
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✓
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Portfolio Style and Value-at-Risk Analysis
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✓
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Portfolio tilting and characteristic optimization
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✓
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Enhanced Performance Attribution with APT factor exposures and returns
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✓
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Advanced Advisor Tools
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Model Drill Down and Custom Composites
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✓
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✓
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✓
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Perform a Simple Screen
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✓
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✓
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✓
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Filters
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|
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✓
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✓
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Advanced Portfolio Tools
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Advanced tools such as Import Portfolio and Merge Portfolio
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|
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✓
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✓
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Create/Adjust BM/Style Group
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✓
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