Asset servicing Investment analytics

Investment analytics

Share Buttons

Close Share Print
Send as email Share on Facebook Tweet this page Share on LinnkedIn

Professional analyses and controlling tools support you as a client in making important investment decisions and give you full transparency.

How you benefit – your needs are at the heart of what we do

Monitoring strategies
  • Achieve your investment objectives with the defined strategy
  • Monitor the portfolio managers' investment strategies
Comparing performance
  • Identify your best portfolio managers thanks to performance metrics
  • Combine your risk and return metrics
Managing risks
  • Identify currency risks at a glance
  • Respond quickly to changes in the market
Exercising and boosting governance
  • Actively manage and monitor your goal
  • Keep track of your investments at all times

Up-to-date and comprehensive information. Simple and available at all times.

That's what you need as a professional investor. But the needs of pension funds, insurance companies, and external asset managers or family offices are highly individual. Which is why standard solutions can only meet some of your needs.

For investment analytics and reporting, you can rely on the Swiss market leader

By accessing the videos and/or podcasts in this page, you hereby consent to Credit Suisse disclosing your full IP address to YouTube and/or SoundCloud for the purpose of enabling you to view or listen to the content hosted in those platforms. These third party platforms are not operated or monitored by Credit Suisse, and your IP address and any other personal data collected, processed or stored by these third party platforms will be subject to their own privacy policies, and Credit Suisse will not be responsible for their treatment of personal data.

Flexibility thanks to tailored reports

Our clients choose from more than 500 analyses that can be individually combined and tailored to their investment process.

  • Professional investors need a sound analysis and controlling tool that gives them the best-possible support when making important investment decisions and managing risks.
  • Comprehensive, transparent analyses of investment structures, performance, and benchmark comparisons are just as important as information about risk. Our personalized investment analytics reports reflect your investment process as accurately as possible.
  • They are organized in accordance with your wishes and structures – everything from one-page fact sheets to detailed reports. This will enable you to meet your reporting obligations in a professional manner, efficiently lead meetings, and actively seize opportunities.

How you benefit

  • Saving you time

    You can concentrate on interpreting the results and making decisions. We handle the data aggregation and draw up reports for you.

  • In-depth analyses

    You can make decisions, back them up, and review them efficiently. The consolidation of all assets is the ideal basis for this.

  • Customized investment reporting

    You choose the content, level of detail, and the portfolios to be presented in a way that is appropriate for recipient of the report. You can receive reports monthly, quarterly, or annually.

Optimum advice with personal expertise

  • Credit Suisse has long-standing expertise in investment analytics.
  • Our experts support you with their best-in-class know-how. We work with you to create a solution that is perfectly tailored to your investments.
  • Your dedicated contact at the bank is available to assist you. They are familiar with you and your needs, and will provide professional advice according to your requirements.

How you benefit

  • Individual best-in-class solution

    Thanks to our experience, we are ideally positioned to advise you in choosing the right reporting solutions.

  • Rapid orientation

    Our consultants have a broad/well-established network within Credit Suisse, and are thus able to effectively manage your concerns and the implementation of new requirements.

  • Time-saving

    Your advisor knows you and your situation. This means that you receive prompt answers to your questions and the support you need.

Daily analyses in the Portfolio Radar online tool

With our online tool, you can quickly and intuitively access the information you need from various devices, no matter where you are. Portfolio Radar provides informative investment reporting within seconds. You yourself can decide which information you are shown and whether you want to review your securities holdings, performance, and risks on a daily or occasional basis.

Watch the Portfolio Radar video and be inspired by our dynamic investment analytics tool.

By accessing the videos and/or podcasts in this page, you hereby consent to Credit Suisse disclosing your full IP address to YouTube and/or SoundCloud for the purpose of enabling you to view or listen to the content hosted in those platforms. These third party platforms are not operated or monitored by Credit Suisse, and your IP address and any other personal data collected, processed or stored by these third party platforms will be subject to their own privacy policies, and Credit Suisse will not be responsible for their treatment of personal data.

How you benefit

  • Efficiency

    Daily access to your data on the go or in the office helps you to make quick checks with little effort.

  • Transparency

    A large number of flexible analyses, granular classification, multi-dimensional investment structures, and flexible pricing sources provide you with full transparency.

  • Customization

    Individual dashboards, analyses, and benchmarks that can be freely selected give you a high degree of flexibility.

  • Data export and ad-hoc reports

    All the data and analyses can be exported and further processed in the most common formats within a few seconds. Reports (PDF) can also be generated directly from the system.

Top Links

"Institutional News" and "Swiss Pension Fund Index" newsletters