Portfolio Intelligence
for Institutions
Modernize your investment
decision making
01
Features
Analytics that matter.
Modern portfolio analytics driven by a vast array of features.
1
Performance
Analysis
2
Risk
Analysis
Risk Analysis
Berrywise helps you assess whether you are being compensated adequately for the risk you are carrying in your portfolio. We Identify assets that are primary risk drivers, gauge the overall diversification of your portfolio and take an in-depth look into the level of risk concentration, empowering you to manage risk effectively.
3
Manager
Due
Dilligence
4
Factor
Analysis
5
Scenario
Analysis
6
Advanced
Optimisation
7
Vast
Investment
Library
8
Contribution
Analysis
9
Correlations
Analysis
02
Use Cases
Built for Institutions.
Explore use cases
Wealth managers leverage Berrywise to enhance pre-sales and client relationships. Managers can run a robust portfolio analysis, optimise existing portfolios and generate advanced, engaging reports
Family offices use Berrywise to evaluate their allocation with manager due-dilligence, manage risk and enhance performance. Compare investments from our vast library to understand their factor exposure
Pensions leverage Berrywise to identify factor risk exposure, manager style drift and optimise their allocation with custom risk budgets
Foundations and Endowments can leverage Berrywise for a holistic portfolio evaluation, seamless risk analysis and reporting
Asset managers leverage Berrywise to enable their wealth managers to run advanced portfolio analysis, optimise portfolios and build engaging reports - enhancing their pre-sales and client relationships
Berrywise can help you make smarter decisions
Experience Advanced Portfolio Intelligence
Explore
With over 3 decades of combined experience in statistical analysis, risk management and portfolio optimisation, we make institutional grade investment strategies accesible to you.
An exclusive solution for intelligent mutual fund investing. Our in-house experts are available on-demand to help you build a multi-asset personalised investment journey
Learn about the science behind our risk profiling, portfolio creation engine and portfolio analytics. A small glimpse into the intelligence behind our Asset management
