How can portfolio managers use FactorBench?

Portfolio managers use FactorBench to create systematic screening processes, monitor factor exposures, backtest investment strategies, and generate reproducible watchlists for client portfolios.

How does backtesting help with portfolio construction?

Backtesting on point-in-time data shows how your screening criteria would have performed historically, helping validate strategies before deploying capital and setting realistic client expectations.

What data transparency features are available?

Every metric reports its source/basis (TTM/MRQ), survivor counts are shown for each period, and backtests include full diagnostics for client transparency and compliance documentation.

Portfolio Management with FactorBench

Create systematic screening processes for client portfolios. Export watchlists and monitor factor exposures with reproducible, transparent methodology your clients can trust.

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Why Portfolio Managers Choose FactorBench

🎯 Systematic Process

Build repeatable screening methodologies for client portfolios-documented, transparent, and consistent across accounts.

📊 Factor Monitoring

Track value, momentum, quality, and custom factor exposures across portfolios. Rebalance systematically with data-driven decisions.

📈 Strategy Validation

Backtest screening criteria on up to 25 years of point-in-time data to validate performance before deploying client capital.

📋 Exportable Watchlists

Generate watchlists from screens and export for monitoring, execution systems, or client reporting workflows.

🔍 Client Transparency

Full data provenance with TTM/MRQ basis reporting, survivor counts, and diagnostics for client meetings and compliance.

🔄 Reproducible Results

Save screens with complete methodology. Rerun anytime with consistent results for reporting and auditing.

How It Works

Define Investment Strategy

Establish screening criteria aligned with client objectives: value, growth, income, or multi-factor approach.

Backtest & Validate

Test the strategy on historical data to validate performance, understand drawdowns, and set realistic expectations.

Generate Watchlists

Run screens periodically (monthly, quarterly) to generate current watchlists based on live market data.

Execute & Report

Export watchlists for execution. Use diagnostics and transparent methodology for client reporting and compliance.

Example: RIA Portfolio Management Workflow

🎯 Client Mandate

Conservative growth portfolio: quality companies with reasonable valuations, sustainable dividends, and low debt.

⚙️ Systematic Process

Screen: P/E < 20, ROE > 12%, dividend yield > 2%, debt/equity < 0.5. Rank by composite quality-value score. Rebalance quarterly.

✅ Client Outcome

Transparent methodology with 15-year backtest shows 10.2% CAGR with 15% max drawdown. Exportable watchlist for execution.

Sample PM Workflow- conservative growth

Client Strategy: Conservative Growth

Screening Criteria:
  P/E < 20 (reasonable valuation)
  ROE > 12% (quality earnings)
  Dividend yield > 2% (income component)
  Debt/Equity < 0.5 (balance sheet strength)

Custom Formula:
  quality_value = (ROE/10 + 1/PE + DivYield) / 3

Ranking: quality_value descending
Selection: Top 30 stocks
Portfolio: Equal-weight
Rebalance: Quarterly

Backtest Results (15 years):
  CAGR: 10.2%
  Max Drawdown: 15%
  Sharpe Ratio: 0.85

Deliverables:
  - Quarterly watchlist export
  - Performance diagnostics
  - Methodology documentation for compliance

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Built for Portfolio Managers

🎯

Systematic Screening

Build repeatable, documented screening processes aligned with client mandates. Save and reuse across accounts.

📊

Factor Exposure Monitoring

Track value, momentum, quality, and custom factor exposures. Maintain target allocations with systematic rebalancing.

🔬

Strategy Validation

Backtest on up to 25 years of point-in-time data to validate strategies before deploying client capital.

📋

Exportable Watchlists

Generate and export watchlists for execution systems, monitoring, or client reporting. Seamless workflow integration.

Client transparency: Full data provenance with TTM/MRQ basis, survivor counts, and diagnostics for compliance and client meetings.

FAQ

How can PMs use FactorBench for client portfolios?

Create systematic screening processes, validate strategies with backtests, generate watchlists, and maintain transparent methodology for client reporting and compliance.

Can I save and reuse screening methodologies?

Yes. Save screens with complete documentation and rerun anytime with consistent, reproducible results across client accounts.

How does backtesting help with client expectations?

Historical backtests on point-in-time data show realistic performance expectations, helping set appropriate return targets and risk parameters with clients.

Can I export watchlists for execution?

Yes. Export selected tickers as watchlists for monitoring, execution systems, custodian platforms, or client reporting.

Is there a free trial?

Yes-the free plan includes full screener access. Paid plans with backtesting include a 7-day free trial with credit card required.

Systematic Process. Transparent Results. Client Trust.

Build professional portfolio screening workflows with reproducible methodology.

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