Category

Product Update

Release Notes 20220426.1

Overview

This post details the changes that went into production for Inovestor For Advisors on April 26th 2022:

Feature 1

Earnings Calendar

You can now view upcoming and past earnings results for US listed companies. Estimates are powered by Estimize, an industry leader in crowdsourcing companies earnings estimates. Switch between EPS and Revenue results, and filter by Sector to narrow your search. Actual results are updated the following day. We plan on adding more features to this new Calendar page in the months to come – Stay tuned!

 

Enhancement 1

StockGuide UX (for paid StockGuide subscribers)

Changes were made to improve your work flow. Datasets have been reorganized so you can quickly identify the template and data source you’re looking for. Other improvements allow you to select companies much quicker, so you can dive straight into the data and spend less time setting parameters. You can finally share the results of your custom spreadsheets/screeners with the click of a button! The Share feature allows you to generate a unique link to your work, so you can easily send to others without the need to export.

Bug Fixes

This release contains several bug fixes and text changes throughout the application.

 

Release Notes 20220308.1

Overview

This post details the changes that went into production for Inovestor For Advisors on March 8th 2022:

Feature 1

EPS and Revenue Estimates on Stock Page

You now have access to a company’s EPS and Revenue estimates, powered by Estimize, an industry leader in crowdsourcing earnings estimates. Under the new “Estimates” tab, you can compare the Estimize and Wall Street consensus with actual results for past quarters, and while also viewing the estimates for upcoming quarters. You will also find the year-over-year growth, and earnings “beat” or “missed” for each quarter.

Feature 2

EPS and Revenue Estimates in My Portfolios

In your portfolios, you can now find the most recent quarterly earnings for your holdings. For each holding, you will find the consensus estimates, the actual results, the year-over-year growth, and earnings “beat” or “missed” for both EPS and Revenues.

 

Release Notes 20220124.1

Overview

This post details the changes that went into production for Inovestor For Advisors on January 24th, 2021:

Feature 1

Portfolio Returns vs. Benchmark

You can now compare your portfolio’s performance against different benchmarks (S&P/TSX, S&P500). Performance of the portfolio and benchmark can be viewed in terms of both periodic and calendar returns. Value added represents portfolio returns in excess of the benchmark.

Feature 2

Porfolio Risk Adjusted Returns

Portfolio risk-adjusted returns and other risk metrics were added to the new Performance section, including Sharpe ratio, Sortino ratio, 5% Monthly VaR, Maximum Drawdown and Annualized Standard Deviation. Portfolio risk can be compared with the benchmark over different time periods. These metrics offer insight into how the portfolio has performed relative to the amount of risk taken. Use these tools to verify whether your portfolios are in line with their predetermined risk profiles.

Feature 3

Portfolio Factor Exposure

Use the new portfolio Factor Exposure section to identify your portfolio investment style based on the style exposure of your portfolio’s holdings, including Value, Growth, Quality, Momentum, Volatility and Yield. The charts allow you to identify the holdings that are key contributors to your portfolio style. Note that ETFs and Mutual Funds are excluded from the factor exposure calculation.

New Feature: Factor Exposure

A new feature is now available to help analyze companies using style factors including Value, Growth, Quality, Momentum, Volatility and Yield.

Investors are increasingly looking at factor investing as a valuable tool to enhance returns but they often face the challenge of finding reliable metrics. InoAdvisor fills this gap by providing a factor analysis tool to support our clients generate better risk-adjusted returns.

This feature is available for free with your StockPointer subscription. If you don’t have StockPointer yet, contact your Account Managers now.

Here is a breakdown of the Factor Exposure tab:

You can access the Factor Analysis page by clicking on the Factor Exposure tab of a company’s profile.
Overall Score by factor: The company is attributed a factor score for each factor family (Value, Growth, Quality, Momentum, Volatility and Yield). These scores are based on the sector percentile of the company’s factor details. A Value Score of 57 means that, according to our metrics, AAPL is in the top 43% of the stocks in its sector in terms of value investing.
The chart plots the company’s factor scores to the sector’s average factor scores.
The histogram displays each factor family’s key ratios, the stock’s current sector percentile, its one year minimum and maximum sector percentile and its historical minimum and maximum percentile.
The value of each ratio in the Factor family.
The percentile rank of the company in its sector.
The percentile rank of the company in the market, either Canada or US.
Ratios in the Factor Detail section were added to the Peers tab.
A side by side comparison of the peers’ factor ratios and the stock’s rank among its peers.

ESG Analytics

Inovestor partnered with Sustainalytics, the largest pure-play investment research and ratings firm dedicated to responsible investment and ESG research, with over 25 years of experience in ESG and corporate governance.

This new add-on provides a mix of quantitative and qualitative ESG content and tools to help you integrate ESG factors in your portfolio and identify potential risks of companies.

To start your ESG analytics trial on over 12,000 companies worldwide, click here or contact your account executive.

 

The Sustainalytics company-level ESG Risk Score measures the degree to which a company’ s economic value may be at risk driven by materially relevant ESG factors. The ESG Risk Score is based on a two-dimensional materiality framework that measures a company’s exposure to sub-industry specific material risks and how well a company is managing those risks. ESG Risk Scores are categorized across five risk levels: negligible, low, medium, high and severe. The scale is from 0–100, with 100 being the most severe.
This data point measures the degree to which a company is exposed to risk driven by environment, social or governance issues. The methodology was developed by Sustainalytics in the Fall of 2018 and captures the total exposure of a company’s economic value to ESG risk. This ESG risk is then broken down into various parts: unmanageable, manageable, managed and unmanaged. The unmanaged portion is the Sustainalytics ESG Risk Rating.
Under Sustainalytics methodology, at the company level, this data point represents the portion of ESG risk that a company manages through its policies, programs, management systems etc. The remainder of the manageable risk is called Management gap.
Company Environmental Risk Scores from Sustainalytics measure the degree to which a company’s economic value may be at risk driven by environmental factors. The environmental risk represents the unmanaged environmental risk exposure after taking into account a company’s managment of such risks. The Environmental Risk Scores are displayed as a number between 0 and 100, though most scores range between 0 and 25.
Company Social Risk Scores from Sustainalytics measure the degree to which a company’s economic value may be at risk driven by social factors. The social risk represents the unmanaged social risk exposure after taking into account a company’s management of such risks. The Social Risk Scores are displayed as a number between 0 and 100, though most scores range between 0 and 25.
Company Governance Risk Scores from Sustainalytics measure the degree to which a company’s economic value may be at risk driven by governance factors. The governance risk represents the unmanaged governance risk exposure after taking into account a company’s management of such risks. The Governance Risk Scores are displayed as a number between 0 and 100, though most scores range between 0 and 25.
Name of the top 3 material ESG issues considered by an analyst to be high priority and has a company-specific, analyst written analysis in the ESG Risk Rating report.
Sustainalytics provides an assessment of controversies using news screens of over 60,000 sources. A news report of an issuer’s alleged or actual misconduct is assessed to determine stakeholder impact and reputation risk within 48 hours of the event. Sustainalytics evaluates 10 different topic areas on a rating scale from 0–5 where 5 is the most severe.
Sustainalytics product involvement data points identify the nature and extent of a company’s involvement in a range of product and business activities for screening purposes.
ESG Analytics has also been added to the My Portfolios module. You can assess the overall ESG risks of your portfolio and identify the elements pertaining to these risks, whether it is due to environment, social or governance factors.

Click here to add ESG analytics to your account.

Release Notes 20191121.1

Overview

This post details the changes that went into Production for Inovestor for Advisor on November 21th, 2019.

We are proud to launch on our 20th anniversary  the best portfolio available to advisors. This portfolio can now track your performance, track the asset allocations and also you can now easily evaluate your prospect’s portfolio.

Release Notes 20190705.1

Overview

This post details the changes that went into Production for Inovestor for Advisor on July 5th, 2019.

Release Notes 20190409.1

Overview

This post details the changes that went into Production for Inovestor for Advisor on April 9, 2019.

Release Notes 20180918.1

Overview

This document details the changes that went into Production for Inovestor for Advisor on September 18, 2018.