Investment Metrics has unveiled a factor-based change analysis tool for institutional investors, advisers, and asset managers to understand style factor changes within portfolios.

Dubbed DeltaZoom, the new tool is launched as a new module within factor analysis platform Portfolio Analyzer, which analyses and identify the causes of portfolio factor exposure changes.

It will help asset managers to offer real insights into the way their investors manage their portfolios and explain them the reason for changes in factor exposure.

DeltaZoom also allows asset owners and consultants to save time by immediately isolating and understanding the changes that are relevant to them across factors.

Investment Metrics said that DeltaZoom is currently utilised by over ten clients, including HSBC Global Asset Management, to examine how market movements, trading decisions and factor changes impact their portfolios.

Investment Metrics CEO Brent Burns said: “In the past, teams could take weeks to complete this type of analysis manually. DeltaZoom transforms this process into seconds, showing instantaneously what causes a portfolio to take on a new factor exposure.”

Investment Metrics’ style factor analysis offerings are developed to help institutional investors and asset managers identify factor exposures that impact portfolio risk and performance, including ESG.

The addition of DeltaZoom is expected to enable institutional investors, advisers and managers to better analyse markets and portfolios with unprecedented insights in seconds, said the company.

In January this year, Investment Metrics acquired cloud-based SaaS platform Style Analytics, which provides Investment Factor and ESG Exposure analysis for the institutional investment companies globally.