Investics DARTS Sample Data Trial

Investics DARTS (Data Aggregation Remediation Transformation Service) sample trial data set. This trial provides sample data sets from Investics wide array of possible data services. Designed to provide clients and prospects an opportunity to test run sample data and review the procurement process (including a sample agreement), this trial data set contains a number of historical scenario analysis statistics across a sample portfolio of global multi-asset class securities. The sample statistics provided are: Crash 1987, 1994 Fed Hikes, Crash 2000, Crash 2008, Greek Crisis 2010, China Crisis 2015, Trade War 2018, Average Bull Market, Average Bear Market, Fed Hikes Base and Fed Stress Test Adverse, as well as a sample of a number of standard security reference data items.

These data sets are updated daily and can be used to test straight-through-processing into receiving systems or platforms (either cloud or non-cloud based). This test data should not be used for investment decisions or any other production use as the data originates from a test sandbox environment and is just intended as sample test data and therefore, there is no guarantee to its accuracy.

Daily updates are provided in the form of five downloadable JSON and CSV files, delivered to a folder named Investics/DARTS/Sample/Investics in the user's AWS account S3 bucket.

File naming conventions are as follows:

1. Portfolio holdings:

• {:datetimestamp}_Investics_HistoricalScenarios_Holdings.json
• {:datetimestamp}_Investics_HistoricalScenarios_Holdings.csv

2. Portfolio level summary:

• {:datetimestamp}_Investics_HistoricalScenarios_Portfolios.json
• {:datetimestamp}_Investics_HistoricalScenarios_Portfolios.csv

3. Log file:

• {:datetimestamp}_Investics_HistoricalScenarios_Log.txt

The data provided with this sample trial subscription is only a small subset of the total breadth and depth of the different types of data sets Investics DARTS can provide. Other data services include: holdings and transactions, industry benchmarks, ESG ratings and filters, security master reference, monte carlo analysis, historical scenario analysis, hypothetical scenarios and stress tests, risk scores, global multi-asset class exposures, fee analysis, global multi-asset factor analysis (betas, expected returns, volatility, correlations, etc.), historical returns (total return, total return indices, drawdowns, recovery, up/down market capture, etc.), ex-post volatility and correlation (portfolio risk), historical volatility and correlation (portfolio, historical, factor based, residual and VAR), fixed income analysis (yield, YTM, YTP, YTC, YTW, OAS, duration, key rate durations, convexity, return analysis (excess return, ratios (Sharpe, Sortino, etc.).

Investics DARTS can flow subscription data in multiple file formats, along with its metadata, straight through into the Investics Cloud Ecosystem (ICE) in order to automatically stitch related data together (including holdings and reference data) and generate materialized views, data cubes and data marts instantly connectable to value added data management capabilities, calculation engines and visualizations to accommodate an almost unlimited set of use cases. For further information on the Investics Cloud Ecosystem (ICE), please click here. 

Please contact us at info@investics.com  for additional information or visit the Investics website at <www.investics.com> .