SCORPEO Value Analysis™

Calculates the missed value across portfolios

SCORPEO Value Analysis™

 

Calculates the missed value across portfolios resulting from sub-optimal corporate action elections. Multiple data sources and company information feed SCORPEO Harmonia™ technology to generate detailed reports showing investors exactly how much value has been missed. It helps asset managers analyse their portfolios in terms of performance and how well they are electing for their funds, and it enables asset owners such as pension funds to see where fund returns can be increased for scheme beneficiaries. This is ever more vital as transparency, costs, performance and fiduciary responsibilities come under the spotlight.

SCORPEO Analytics

SCORPEO Value Analysis™ Summary Report

Try our Value Analysis™ tool by clicking on the button below to register.

 

After Registration you will receive Terms & Conditions – please sign and return to receive Login details and a User Guide.

 

Access is free-of-charge for Summary Reports showing the total value missed by fund or portfolio.

TRANSPARENCY

Investors and asset owners around the globe continue to seek access to transparency and more granular data in ever more meaningful ways, deploying tools and technology to achieve enhanced oversight of their portfolios.

REPORTING

Reports are available directly to investment managers, pension funds and sovereign wealth funds, on a regular or bespoke basis covering 1 year, 5 years or specific periods by fund or portfolio. Reports show the missed value Summary by fund or portfolio with the Detail showing missed value by individual events and securities.

COMPREHENSIVE DATA

Utilises our unique proprietary data which contains all corporate action election information from primary sources. The number of companies and countries offering scrip dividends has increased over the last 5 years and we expect that to continue.

HIGHLIGHTING MISSED VALUE FOR INVESTORS

Helps asset managers analyse their portfolios in terms of performance and how well they are electing for their funds, and it enables asset owners such as pension funds to see where fund returns can be increased for scheme beneficiaries.

“We are pleased to collaborate with SCORPEO to create this innovative reporting solution. It addresses our clients’ demands for greater transparency and clarity around their investments, giving them the tools to help drive better business results and capture greater value”

 

Northern Trust Press Release – read the full release here

CONTACT US

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    General Enquiries: +44 (0)203 598 2000
    Email: info@scorpeo.com

     

    Sales: +44 (0)203 598 2016
    Email: sales@scorpeo.com

     

    Operations: +44 (0)203 598 2018

    Email: operations@scorpeo.com