Products

Mutual Fund Data Platform

Don't just track investments - Improve Them. More than simple performance tracking, Valuehorizon's mutual fund analytics delivers the independent insights, analysis, news, and research you need to understand portfolio performance across the Caribbean region and improve your financial outlook.

For Investment Managers

By using Valuehorizon's returns-based tools investment managers can examine mutual fund style, risk and return figures and peer group relative performances. Our objective is to provide investment managers with tools to:

1.Ensure positive investment performance

Drawing on Valuehorizon’s data and razor-sharp analytics, investment managers can build, monitor and restructure portfolios with confidence.

2. Measure fund performance against the benchmark

Our assignment of benchmarks to particular funds provides investment managers with a comparable yardstick for measuring performance.

3. See performance trends and assess risk

Using our peer group analysis tools investment managers can explore emerging trends and thus better manage their portfolios in ways to mitigate associated risks.

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