fbpx

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.
  • 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.
  • 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.
  • 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.
  • Supports strategy optimization and improvement.

 

  • Ensures continuous performance monitoring and transparency.

SUCCESS STORIES

Ready to see our solutions in action?

Book a 20-minute call with our team and explore how we can tailor our offerings to meet your unique needs. Dive deeper into the features and benefits that will drive your success. Let’s start a conversation that could transform your business.

MORE RELEVANT SOLUTIONS

RiskValue™ provides fund managers with functionality and methodologies to manage various types of risks, ensuring compliance with regulatory requirements, and enhancing overall decision-making processes. …

KYC & AML compliance module of RiskValue™ is designed to streamline and automate the KYC process, ensuring compliance with regulations, reducing fraud, and enhancing onboarding experiences …

An investment compliance and limits management software system for fund management is a critical tool for ensuring regulatory compliance, managing risk, and maintaining transparency in investment …

Portfolio Management system of RiskValue™ platform is an integrated solution that provides essential front-office tools to fund managers for effectively managing investment portfolios and analyzing data. …

RiskValue™ streamlines the process of collecting, aggregating, validating, and submitting data to regulatory authorities. The following directives are covered: UCITS reporting, AIFMD annex IV, Liquidity stress testing, …

RiskValue™ platform provides an integrated software solution for data collection, calculations, monitoring, and generation of reports according to PRIIPs regulation. …

RiskValue™ can produce fund marketing documents such as factsheets and bulletins delivering key information of investment products to investors. …

RiskValue™ provides fund managers with functionality and methodologies to manage various types of risks, ensuring compliance with regulatory requirements, and enhancing overall decision-making processes. …

KYC & AML compliance module of RiskValue™ is designed to streamline and automate the KYC process, ensuring compliance with regulations, reducing fraud, and enhancing onboarding experiences …

An investment compliance and limits management software system for fund management is a critical tool for ensuring regulatory compliance, managing risk, and maintaining transparency in investment …

Portfolio Management system of RiskValue™ platform is an integrated solution that provides essential front-office tools to fund managers for effectively managing investment portfolios and analyzing data. …

RiskValue™ streamlines the process of collecting, aggregating, validating, and submitting data to regulatory authorities. The following directives are covered: UCITS reporting, AIFMD annex IV, Liquidity stress testing,…

RiskValue™ can produce fund marketing documents such as factsheets and bulletins delivering key information of investment products to investors. …

RiskValue™ platform provides an integrated software solution for data collection, calculations, monitoring, and generation of reports according to PRIIPs regulation. …

Fill the form to download the brochure

Also offered as a service

Business Process Outsourcing:

Outsourcing of investment / risk management processes and regulatory reporting are crucial as they allow companies to focus on their core activities while outsourcing specialized tasks to experts. This not only improves efficiency but also can lead to cost savings, improved performance, and enhanced flexibility to adapt to market changes.

 

Services include:

• Data collection through pre-defined electronic means.
• Data management: data aggregation and validation.
• Data communication.
• Parameterization services
• Execution of procedures on RiskValue
• Reports preparation and validation
• Reports delivery and consulting.
• Web access to RiskValue’ s Report Viewer cloud portal
• Continuous monitoring of regulatory reporting obligation and software updates to enhance regulatory compliance.