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Nexus: The First Platform to Align Risk, Research and Performance for Fundamental Investors

Make Risk-Aware Decisions Without Compromising Your Investment Philosophy

Nexus - Risk and Portfolio Management Solution

Fundamental investors excel at identifying opportunities—but integrating risk insights, price targets, and investment views into portfolio decisions efficiently can often be a challenge.

That’s why we built Nexus—in collaboration with asset managers and hedge funds who needed a better way to align their investment thinking with execution.

Nexus offers multi-asset risk and portfolio management tools, aligning equity factor risk, internal research, and performance for fundamental investors—all in one intuitive platform.

With Nexus, you can seamlessly:

  • Analyze at-risk factors, expected returns, and fundamental data in real time.
  • Integrate internal research, price targets, and fundamental insights into portfolio decisions.
  • Optimize portfolios while preserving convictions—or use consensus estimates when internal targets aren’t available.
Experience Nexus

Why Nexus?

  • 360° Risk Visibility – Understand idiosyncratic and factor risk alongside expected returns.
  • Seamless Research Integration – Incorporate internal insights, price targets, and investment theses directly into your process.
  • Real-Time Trade Simulation – Test portfolio scenarios and refine allocations instantly, with or without a factor model.
  • Intuitive Portfolio Adjustments – Align risk, return expectations, and investment convictions dynamically.

See Nexus in Action

Gain Portfolio Transparency

A clear breakdown of key risk drivers, factor exposures, and return attributions—so you can act decisively.

Enhance Trade Simulation and Scenario Testing

Test allocations, model expected returns, and refine trade decisions with real-time simulations and optimization tools.

Unlock Actionable Risk Insights Instantly

Nexus delivers fast, intuitive portfolio intelligence by integrating internal research, Sharpe ratio insights, and factor-aware analytics.

Refine Your Portfolio with Confidence

Make real-time adjustments based on risk analysis, research insights, and return expectations—without disrupting your strategy.