Portfolio Analytics

About The Service

Data without context is noise. Hament’s Portfolio Analytics platform distils millions of data points into clear, actionable insight; so you understand exactly how, where, and why your wealth is growing. Powered by institutional grade risk engines and enriched with our analysts’ narrative commentary, the dashboard turns complex performance metrics into decisions you can act on.

Key advantages

24/7 access to live performance, risk, and attribution down to individual security
Multi-currency, multi-asset coverage, public markets, private deals, and alternatives all on one page
Scenario modelling (“What if rates hit 10 %?”) and forward-looking cash-flow projections
Quarterly narrative reports written by a team member who passed CFA Level III, not AI auto summaries

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Clarity isn’t a luxury, it’s the foundation of disciplined wealth management

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What’s Included

Interactive Performance Dashboard – real-time NAV, benchmark tracking, and drill down to individual securities across all accounts.
Risk & Attribution Engine – factor and sector breakdowns that isolate true alpha versus market beta.
Scenario & Stress Testing – Monte Carlo simulations and historical shocks to quantify downside before it strikes.
Goals-Based Forecasting Tools – live projections linking your savings, withdrawals, and targets to likelihood of success ratios.
Quarterly Report Pack + Strategist Call – PDF/Excel exports and a 30 minute review with your dedicated portfolio analyst.

FAQ’s

Frequently Asked Questions

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Portfolio Analytics

About The Service

What’s Included

Frequently Asked Questions

Who is eligible to open an account, and is there a minimum investment??

Do you have client success stories or case studies I can review?

How can I book an introductory consultation with your Hament team?

How are your fees structured?

What safeguards and regulatory oversight protect my assets?

Can I access my portfolio data in real time??