michael.pendergrass
Acronym
BITA
Product ID
BITACore
Description

Direct/custom indexing technology with backtesting capabilities.

Images
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bita_1
Details
  • Customize your portfolio strategy with institutional-grade portfolio analytics.
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bita_2
Details
  • Dynamic backtesting of the strategy within minutes.
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bita_3
Details
  • View portfolio statistics: risk and return, performance attribution, ESG analytics, style factor tilts and more.
Features

Direct/custom indexing technology with backtesting capabilities:

  • Seamlessly assess multiple data sources in one place
  • Build and manage portfolios with custom ESG/thematic overlays
  • Ability to backtest and generate analytics and reports
Vendors
BITA
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Research & Analytics
Trading & Rebalancing
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