Adapt

LCP Adapt gives you complete visibility of your investment portfolio down to individual security level, so you can interrogate how it's constructed and model changes to your portfolio’s key characteristics in real time. Adapt's interactive analytics give you the depth of insight your investment process demands.

Explore the metrics that matter most to you, from sector exposures to risk contributions, and assess the impact of potential allocation changes before you make them. Whether you're preparing for an investment committee, or testing a mandate amendment, Adapt delivers the clarity your decision-making process demands.

LCP Adapt is our interactive portfolio analysis tool that allows you to conduct a deep dive of your investment portfolios and examine how they have been constructed at a security level.

With LCP Adapt you can:

Analyse the composition of each portfolio by geography, sector, industry or credit rating;
Evaluate how portfolio composition has changed over time, enabling meaningful challenge of investment manager decisions;
Examine active positions versus an index benchmark or your portfolio guidelines;
Establish which holdings are key contributors or outliers to performance;
Analyse the Responsible Investment positioning of your portfolios across key metrics such as ESG scores, carbon emissions, physical and social climate risk, and more – supported by market leading data providers;
Optimise your mandate guidelines - for fixed income portfolios explore how changing duration targets, sector restrictions and other limits could enhance your yield and reduce risk;
For your equity portfolios, evaluate the style tilt, active positioning, and concentration of your portfolio;
Combine several portfolios, in flexible combinations, and analyse the impact of this on your overall portfolio;
Use overlap analysis to identify the commonality of holdings across portfolios.