Specialists in Investment Risk and Return Evaluation

Founded in 2002, Portfolio Evaluation Ltd is an employee owned company specialising in portfolio investment risk and return measurement, attribution and analysis. Our clients include pension funds, charities, insurance companies and investment consultants located in both the United Kingdom and Europe.

We provide a range of sophisticated investment portfolio monitoring and analysis services that provide our clients with both the key results and detailed attribution in a cost effective framework.

We recognise that all clients are different and therefore our services focus on combining meetings with delivering client tailored reports. Our reporting uses a layered approach providing both top level summary reporting and subsequent layers of increasingly sophisticated analysis. Clients determine the level of analysis and reporting structure that they require.

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