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Assess Portfolio Volatility Breakdown

Visualise the contributors to portfolio volatility to understand the sensitivity that each asset class has to overall portfolio risk

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Assess Beta vs Benchmark
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Individual investment instruments do not move in line with the market benchmark. We calculate the beta of every instrument in the portfolio in order to provide a more accurate assessment of the impact to portfolio P&L in our Sensitivity Analysis tool.

Visualise Annualised Return vs Volatility

Assess risk and return over time for the portfolio, asset classes and benchmark.

Compare portfolio risk/return to that of the benchmark together with the various asset classes to gain insight into the efficient frontier.

Identify trends in the risk/return tradeoff over different periods to further understand portfolio dynamics.

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Request a demo

Use the form or send us an email at to request a live demo of our platform or if you wish to know more about illio.
What we have achieved is to build a platform that visualises enormous amounts of data in an intuitive manner. With that information, a user can gain insights that will lead to more informed decisions for an investment portfolio.
Vanessa Gibson    CEO