Track your Portfolio against an Index

PolyPaths now supports an Index Security Type. Users can either provide the Index data directly or use Bloomberg to automatically source the risk metrics for indices such as the family of Bloomberg Barclays Fixed Income Indices. Once the Index has been added to the portfolio, returns can be benchmarked against the Index either in a portfolio or sub-portfolio basis. Additionally, users may evaluate the returns under a multitude of stress scenarios through the PolyPaths Scenario Analysis framework. Please contact us at support@polypaths.com to schedule a demo.