Spatial Portfolio Management

Reveal hidden opportunities and risks

Successful financial services providers understand that the best market opportunities start with extracting insights from their existing book of business. Location intelligence amplifies these learnings; it elevates traditional market knowledge with powerful tools for spatial analysis. Industry-leading firms embrace spatially driven portfolio management to unite disparate data streams into a single, holistic view. Precisely manage assets, policies, and real estate and understand influential factors that impact growth opportunities and portfolio risk.

Capabilities for portfolio management

Visualization and monitoring
Portfolio risk analysis
Real estate investment trusts

Visualize the entire book of business

Businesses have massive amounts of data about their assets, policies, and investments, but too often valuable insights are hidden within tabular reports or siloed databases. With location intelligence, businesses can unite disparate portfolio data into an integrated view so decision-makers can intuitively understand key values by market.

Uncover costly risks hidden in a portfolio

Every risk is uniquely tied to location, and understanding the spatial connection between perils and portfolio is the key to proactively minimizing business disruptions. By thinking spatially about risks, businesses can better understand the cumulative exposure of their assets, policies, and investments from individual sites to multiple markets.

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Guide investments with data-driven strategies

Analyze the success of investment strategies and elevate existing market knowledge with tools for spatial analysis. Location intelligence enables businesses to create compelling pitchbooks for investors and clients, highlighting market trends, valuations, and historical performance in a single, integrated view.

Map of the United States with blue and yellow polygons

WhereNext

Advising an industry in transition

A strategic adviser to the banking industry uses location analysis to guide financial institutions to the right customers.

Read the article

WhereNext

Economy in focus: A local view on the soft landing

If the Sahm Rule can signal a recession throughout the country, location intelligence can add crucial business context for corporate leaders.

Read the article

VIDEO

Portfolio risk from the insurance perspective

As the original industry to measure risk within a business context, insurance professionals set high standards for analyzing portfolios at-scale.

WhereNext

AT&T maps decades of climate risk

Discover how AT&T and Argonne National Laboratory used big data and location technology to map where climate risk will be for the next 30 years.

Read the article

Esri products for portfolio management

ArcGIS Online

ArcGIS Online is a complete, cloud-based GIS that connects people, locations, and data through interactive maps.

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ArcGIS Business Analyst

Combine demographic, lifestyle, and spending data with map-based analytics for planning, site selection, and customer segmentation.

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ArcGIS Insights

Use this analysis software to fuse location analytics with open data science and business intelligence workflows.

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ArcGIS Pro

ArcGIS Pro is a powerful, single desktop GIS application that provides professional 2D and 3D mapping in an intuitive user interface.

Explore ArcGIS Pro

Financial services business areas

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Outside the United States

Reveal hidden opportunities and risks

Capabilities for portfolio management

Visualize the entire book of business

Uncover costly risks hidden in a portfolio

Guide investments with data-driven strategies

Advising an industry in transition

Economy in focus: A local view on the soft landing

Portfolio risk from the insurance perspective

AT&T maps decades of climate risk

Esri products for portfolio management

ArcGIS Online

ArcGIS Business Analyst

ArcGIS Insights

ArcGIS Pro

Financial services business areas