Performance Measurement
Performance Analysis module of RiskValue™ provides an extensive range of functions and tools necessary for the visualization and explanation of portfolio performance, the in-depth analysis of sources of returns and the evaluation and monitoring of investment managers.
Core Features
- Transaction-level performance measurement.
- Flexible reporting across classifications, time frames, and currencies.
- Fund-of-Funds and benchmark analysis for comprehensive insights.
- Multi-manager tracking and statistical performance analysis.
- Equity style and fixed income attribution.
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- Sub-portfolio return calculations.
- Scenario analysis and investment strategy back-testing.
- Detailed return figure maintenance for audit trails.
- Simultaneous Time- and Money-weighted return methods.
Benefits
- Enhances strategy interpretation and manager selection.
- Simplifies monitoring, increasing productivity.
- Clarifies portfolio return sources and benchmarks comparison.
- Provides in-depth analysis of excess returns and decision impacts.
- Enables clear communication of performance outcomes.
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- Supports strategy optimization and improvement.
- Ensures continuous performance monitoring and transparency.
Core Features
- Transaction-level performance measurement.
- Flexible reporting across classifications, time frames, and currencies.
- Fund-of-Funds and benchmark analysis for comprehensive insights.
- Multi-manager tracking and statistical performance analysis.
- Equity style and fixed income attribution.
Read MoreLess
- Sub-portfolio return calculations.
- Scenario analysis and investment strategy back-testing.
- Detailed return figure maintenance for audit trails.
- Simultaneous Time- and Money-weighted return methods.
Benefits
- Enhances strategy interpretation and manager selection.
- Simplifies monitoring, increasing productivity.
- Clarifies portfolio return sources and benchmarks comparison.
- Provides in-depth analysis of excess returns and decision impacts.
- Enables clear communication of performance outcomes.
Read MoreLess
- Supports strategy optimization and improvement.
- Ensures continuous performance monitoring and transparency.
- 6b+ AUM
- 2b+ AUM of Discretionary Portfolios
- 4000+ Private Portfolios
- 360° Overview
SUCCESS STORIES
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