Portfolio Management Our portfolio management module gives fund allocators and advisors the necessary tools to efficiently manage their multi-fund investment portfolios. From performance attribution or reporting, to tracking exposures, to liquidity or trade modeling and more. Portfolio Management & Research As an Allocator, FundInsight handles all aspects of managing multi-fund investment portfolios from recording all of your transactions to ongoing monitoring and reporting on a portfolio's performance attribution, liquidity, aggregated exposures and comprehensive performance reporting. Online Investor Portal As a Manager, use your website to post periodic commentaries on market and portfolio dynamics, performance drivers, areas of risk, or future opportunities. Your clients will benefit from a fuller strategic perspective behind your fund’s performance as you actively keep them engaged.