A PORTFOLIO
See portfolios in a new light with a streamlined way to build, analyze, and report using Portfolio Analyzer.
NOT JUST A PLATFORM. A POINT SOLUTION TOOL.
2ND ENGINE empowers financial advisors with a set of smart, focused tools that let you pick exactly what you need, when you need it. Access our suite of intuitive tools that simplify portfolio construction, spark better client conversations, and support smarter, faster investment decisions.
WHAT ARE YOU ANALYZING TODAY?
See portfolios in a new light with a streamlined way to build, analyze, and report using Portfolio Analyzer.
Analyze and compare up to nine investments to confirm their roles in the portfolio and alignment with client goals using Investment Analyzer.
Navigate equity risk with clarity using intuitive factors like value, momentum, and volatility using Equity Analyzer.
Manage fixed income strategy with greater precision through duration, credit quality, and interest rate sensitivity analysis using Fixed Income Analyzer.
OUR BETA FOOTPRINT1
A proprietary, tested multi-asset risk factor model that underpins a total portfolio approach used by institutions worldwide. We believe this approach can help you assess whether the risks in your portfolio are intentional and appropriately allocated.
WHO WE SERVE
We help you elevate your strategy, deepen engagement, and drive stronger outcomes—across every client type.
ADVISORS
Enhance your value with clear insights, precise analysis, and a modern approach to risk management.
INVESTMENT DEALERS
Scale advisor impact with white-labeled tools and streamlined workflows.
FAMILY OFFICES
Support complex wealth with proprietary analytics and private asset insights.
1Beta Footprint – This is a measure of the sensitivity of the portfolio to each of the nine asset classes chosen by Picton Mahoney Asset Management. The results are based on a multiple regression analysis. Statistical significance is determined by comparing the p-value of each beta footprint with 5%, beta footprint with p-value smaller than 5% is deemed significantly different from 0, beta footprint with p-value larger than 5% is deemed insignificantly different from 0, where p-value is a statistic derived from the regression used to determine significance.
2ND ENGINE™ is a division of Picton Mahoney Asset Management.
The information provided herein has been provided as a general source of information, is subject to change without notification and should not be construed as investment advice. This material should not be relied upon for any investment decision and is not a recommendation, solicitation or offering of any security in any jurisdiction. The information contained in this material has been obtained from sources believed reliable, however, the accuracy and/or completeness of the information is not guaranteed by Picton Mahoney Asset Management, nor does Picton Mahoney Asset Management assume any responsibility or liability whatsoever. All investments involve risk and may lose value. This information is not intended to provide financial, investment, tax, legal or accounting advice specific to any person, and should not be relied upon in that regard. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.
2ND ENGINE™ is a trademark of Picton Mahoney Asset Management.
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