Product Overview

PM Hub will help you effortlessly build and analyze your portfolio and exposures with greater confidence. Compare pre- and post-trade analytics with trade simulation to easily generate proposed orders. Use customizable columns, charts, and groupings to monitor your portfolio positions and analytics in real time. Check compliance rules and execute trades in the market with turnkey integration into Liquidity Book, FactSet EMS, or use our APIs to tie in your own systems. With seamless integration of RMS data, you can connect research analysts directly to the PM workflow to support better collaboration. Our goal is your goal—keep the front, middle, and back offices on the same page for data, analytics, performance, and risk.  

Take real-time performance and analysis to the next level

Clearly analyze investment portfolio composition, performance, and risk exposure with the ability to flag outliers in real time. Our PM Hub solution lets you incorporate your own data and custom scoring and analytics into your daily analysis. Leverage customizable visuals to chart movement in the portfolio, top and bottom performers, and overall portfolio performance. Use risk metrics such as VaR, Tracking Error, Predicted Beta, and Total Risk to recognize potential portfolio vulnerabilities. Incorporate FactSet's optional full risk dataset for a detailed risk factor analysis.  

Stay and collaborate

Use Cabot’s analysis to understand your buying, selling, and sizing skills based on cutting-edge behavioral models. With FactSet StreetAccount, filter out the noise and quickly access relevant, real-time news about the companies and markets you care about. Get alerts about internal research notes without switching systems—our RMS integration means that you don’t have to leave PM Hub to get the updates you need. 

Put your ideas to the test

Simulate trades and perform “what-if” analysis at the security, group, and total investment portfolio levels. Anticipate a cash adjustment to the portfolio as well as the subsequent changes required to account for this cash change. Save time and leave the calculations to us—PM Hub allows you to allocate pro-rata simulations across multiple portfolios, or at the group level within a single portfolio. 

Let AI help you along the way

Use natural language to submit questions related to your portfolios' performance, risk, or composition, and allow Portfolio Assistant, powered by FactSet Mercury, to instantly surface auditable and accurate answers. Our large language model-based knowledge agent helps you translate ideas into actional insights to drive your research workflow.