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Analytics, Purpose and kinds of analytics, Portfolio Analytics

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  1. 1. ANALYTICS • Analytics is computational analysis of data or statistics. •It is used for discovery, interpretation and communication of meaningful patterns in data. •It also entails applying data patterns towards effective decision making. •It can be valuable in areas rich with recorded information; analytics relies on simultaneous application of statistics, computer programming and operation research to quantify performance.
  2. 2. BENEFITS OF DATA ANALYTICS FOR BUSINESS •Personalize customer experience: Business collects data from different channels including physical retail, e- commerce and social media, businesses can gain insights into customer behaviour to provide more personalized experience. •Inform business decision making: Entrepreneurs can use data analytics to guide business decisions and minimize financial losses. Predictive analysis can suggest what could happen in response to changes to the business, and it helps in indicating how business should react to such changes.
  3. 3. • Streamline operations: Organizations can improve operational efficiency through data analytics. Gathering and analyzing data about the supply chain can show where production delays or bottlenecks originate and help predict where future problems may arise. • Mitigate risk and handle setbacks: Risks are an integral part of business, data analytics can help an organization in understanding risk and take preventive measures. Business can also use data analytics to limit losses after setback occurs.
  4. 4. • Enhance security: All businesses face data security threats. Organizations can use data analytics to diagnose the causes of past data breaches by processing and visualizing relevant data. For instance, the IT department can use data analytics applications to parse, process, and visualize their audit logs to determine the course and origins of an attack. This information can help IT locate vulnerabilities and patch them.
  5. 5. TYPES OF ANALYTICS • Marketing analytics: Marketing analytics consists of both qualitative and quantitative, structured and unstructured data used to drive strategic decisions in relation to brand and revenue outcomes. The data enables companies to make predictions and alter strategic execution to maximize performance results.
  6. 6. • Web analytics: They allow marketers to collect session-level information about interactions on a website using an operation called sessionization. Google analytics is an example of a popular free analytics tool that marketers use for this purpose. • People analytics: People Analytics is using behavioural data to understand how people work and change how companies are managed. People analytics is also known as workforce analytics, HR analytics etc. HR analytics is the application of analytics to help companies manage human resources.
  7. 7. •Portfolio analytics: Portfolio Analysis is the process of reviewing or assessing the elements of the entire portfolio of securities or products in a business. •Risk analytics: It helps take the guesswork out of managing risk-related issues by using a range of techniques and technologies to extrapolate insights, calculate likely scenarios, and predict future events.
  8. 8. • Digital analytics: Digital analytics is a set of business and technical activities that define, create, collect, verify or transform digital data into reporting, research, analyses, recommendations, optimizations, predictions, and automations. • Security analytics: Security analytics refers to information technology (IT) to gather security events to understand and analyze events that pose the greatest risk.
  9. 9. PORTFOLIO ANALYSIS • Portfolio Analysis is the process of reviewing or assessing the elements of the entire portfolio of securities or products in a business. • The review is done for careful analysis of risk and return. • Portfolio Analysis conducted at regular intervals helps the investor to make changes in the portfolio allocation and change them according to the changing market and different circumstances.
  10. 10. • Advantages of portfolio analysis: 1. Evaluation of firm’s business by top management 2. It helps to assess company’s attractiveness. 3. Raises issues related to cash flow availability. 4. It helps to assess the competitive strength of the company with respect to market share, contribution margin etc. 5. Communication is facilitated.
  11. 11. • Portfolio analyst also known as financial or investment analyst. Core duties or responsibilities of portfolio analyst are: 1. Conduct investment analysis: Portfolio analyst will evaluate the performance of client’s investment and help these clients increase the assets and help them in making financial decisions. 2. Track Economic trends: It is up to a Portfolio Analyst to keep track of trends that will affect the performance of various types of investments.
  12. 12. • Create Investment Reports: Portfolio Analysts will generate reports regarding investment values, performances and trends and present this material to clients on a regular basis. These reports can be generated monthly or quarterly. These reports might include details about investment risks, product pricing and rate changes.
  13. 13. • Portfolio analyst need to focus on the following things: 1. Preparing portfolio analysis reports 2. Recommending the best to the organization and customers based on the performance. 3. Understanding the risk associated with the investing. 4. Maintaining knowledge of market and economic trends. 5. Knowing various investment types like mutual funds, stocks and bonds.