MANAGE PORTFOLIO

Equity Portfolio Analytics

Design and manage your portfolio strategies efficiently and at scale.
Leverage Multiple Years of Risk Management Expertise
At Goldman Sachs Marquee, we have opened our architecture to bring you scalable ways to manage your Equity portfolios. Gain insight into performance drivers and exposures using industry-leading factor models. Combined with comprehensive basket and hedging frameworks, Marquee’s Equity Portfolio Analytics suite empowers you to explore tailored solutions aligned with your workflows.
Uncover Sources of Risk and Return in Your Portfolio

Seamlessly integrate your portfolios within Marquee’s ecosystem and benefit from the same analytics tools that Goldman Sachs’ Equity desks rely upon. ​

Recognize principal performance and risk drivers of your portfolio and understand behavior and market action over time. Decompose risk across numerous dimensions including region, currency, industry, style, or macro factors. ​

Use our scenario analysis tool on your portfolios and baskets to model a wide range of historical and hypothetical events, shock the underlying factors and monitor the impact on your portfolios.

Access Industry-Leading Risk Factor Models

Our wide range of industry-leading partners bring you an expansive and diverse set of risk factor models, configurable to support your unique portfolio analysis. ​

Select a factor model based on different investment horizons, regions and dimensions. Run factor reports on your portfolios or systematically access analytics and risk model data directly through APIs.

Optimize Exposures with a Range of Flagship and Custom Baskets

Our factor hedger allows you to construct and compare multiple hedges, on the fly, for your portfolios to minimize unintended factor exposures. Identify the GS Flagship Basket that best matches your constraints, or alternatively, create your own custom hedge.

Manage Your Portfolio in the Way that Suits You

Marquee offers multiple channels to integrate and analyze your portfolio including our intuitive web interface, APIs, or through GS Quant - our open-source Python toolkit for quantitative finance.​

Additionally, you can integrate your portfolio holdings data from fund administrators, custodians, and Order Management Systems (OMS), removing the need for manual updates and ensuring your workflow is as streamlined as possible.

Solutions for Quants​

With Quant Backtesting (QBT) for Equities, you can now run historical portfolio optimizations systematically, leveraging our Python SDK toolkit GS Quant, the Axioma Optimizer and market-leading factor risk models. ​

Alongside Goldman Sachs Security Master, the service allows quants to nimbly work with historical identifiers to maintain correct security lineage and backtest strategy stability.

Resources
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Pricing & Risk Services

Explore our documentation on how you can gain a deeper understanding of your portfolio exposures and risks.

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Access Portfolio Services with GS Quant

Learn how to interact with the Portfolio Services using our Python SDK GS Quant.

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