One connected stack for
systematic investment workflows.
MethodTech connects risk modelling, alpha creation, portfolio construction, strategy testing, analytics, and wealth portfolio intelligence into one workflow for modern investment teams.
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Risk Model
Understand Risk
Alpha Machine
Build Signals
Portfolio Construction
Optimise Portfolios
Strategy Builder
Test Strategies
Wealth Management
Serve Clients
Analytics
Explain Outcomes
Products
How MethodTech Fits Into the Investment Process
Risk Model
Alpha Machine
Portfolio Construction
Strategy Builder
Analytics
Wealth Management
Understand what happened, why it happened, and how you compare.
Analytics is MethodTech’s explainability layer. It brings together returns, risk, attribution, holdings, exposures, drawdowns, event sensitivity, and peer intelligence so teams can understand portfolio behaviour from every angle.
Performance is never just one number.
MethodTech Analytics helps teams understand what drove returns, risk, and outcomes across portfolios, benchmarks, and peers. Separate the impact of stock selection, factor exposure, sector allocation, market beta, and benchmark drift through a single analytical framework.
Analyse performance, risk, exposures, attribution, drawdowns, event behaviour, and peer-relative results in Main, Benchmark, or Active mode.
Key Features
Performance Summary
Break portfolio results into Main, Benchmark, and Active views to separate total performance from active investment decisions.
Analyse returns, risk, concentration, and valuation metrics to understand portfolio quality and investment outcomes.
Track performance, volatility, and valuation trends over time to identify changes in portfolio behaviour and risk.
Holdings & Factor Summary
Analyse portfolio holdings across Main, Benchmark, and Active views to understand positioning, benchmark deviations, and active investment decisions.
Select up to five holdings or factors directly from interactive tables and update connected charts to compare performance and exposure trends over time.
Track sector, style, industry, and factor exposures through linked tables and visualisations that reveal concentration risks and evolving portfolio tilts.
Period Analysis
Switch between annual, rolling, and custom time periods to evaluate portfolio behaviour across different investment horizons.
Analyse returns, risk metrics, and performance statistics across configurable intervals to identify changing portfolio characteristics over time.
Track return decomposition trends across custom time periods to understand how performance drivers evolve through different market environments.
Brinson Decomposition Summary
Break portfolio returns into Allocation, Selection, and Interaction effects to understand the sources of performance.
Track attribution trends across configurable intervals and custom date ranges to identify changing performance drivers over time.
Slicing & Dicing
Break portfolio returns, risk, valuation, and attribution across dimensions such as Market Cap, Liquidity, Sector, Industry, and Risk Buckets.
Switch between analytical dimensions to identify which segments are driving portfolio performance, volatility, and valuation changes.
Compare bucket-level trends through connected tables and charts across configurable intervals and custom date ranges.
Drawdowns
Identify major drawdown periods and analyse their depth, duration, and recovery through interactive drawdown summaries and heatmaps.
Select specific drawdowns to uncover the holdings, factors, and exposures that contributed to losses and subsequent recovery.
Decompose drawdowns across market cap, sector, industry, risk model, and other analytical buckets to understand the sources of portfolio losses.
Event Sensitivity
Select market, policy, and macro events from a curated event library to analyse expected portfolio behaviour across different market environments.
Compare portfolio returns against benchmarks and indices during selected event windows to evaluate relative performance and resilience.
Identify the top contributors, detractors, factors, and exposures that amplified or cushioned performance through connected attribution tables and visualizations.
Peer Comparison
Compare portfolio performance, risk, and valuation metrics against peer funds to understand relative positioning and outcomes.
Switch between Main and Active views to evaluate total portfolio behaviour versus pure active management decisions.
Analyse peer-relative trends through connected tables and charts to identify strengths, weaknesses, and areas of differentiation.