Performance & Analytics
Empowered investment decision-making
From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies.
Increase sales and AUM
Enhance service levels
Reduce costs
Empowered
Performance teams
The performance team is a crucial cog in the investment lifecycle and the team is essential in critical decision-making, regulatory compliance and integrity, and building client trust.
The ability to accurately measure and evaluate your portfolio’s performance is critical to your investment decisions. Performance teams need the right tools to be able provide the front office with the insight they need into the performance strategy and transparency into the investment performance drivers.
Integrated
Data Management and Distribution
With our modular, but integrated portfolio analytics solution you are able to create an efficient workflow, supported by integrated data management and processing services. Performance teams can automatically, on a daily basis, reconcile data from both internal and external data sources into a single platform, ensuring that their data management process is scalable, reconciled and audited. Easily distribute portfolio analytics and share with as many* stakeholders as needed, in a flexible, responsive, sophisticated and secure way.
*Fair usage policy applies
Our Solutions
Integrated Performance and Portfolio Analytics
Reduce turnaround time for delivering performance results to stakeholders
Achieve compliance with current and future global investment performance standards (GIPS)
Enhanced workflow for assessing the impact of investment decisions across multi-asset classes and investment strategies
Flexible, controlled and self-service portfolio analysis reporting
Full-featured, comprehensive portfolio management, analytics and investment accounting hosted solution
Reduce cost and gain scalability by calculating and disseminating rate-of-return performance data daily with one end-to-end process
Automate data aggregation and streamline plan analysis.
Exclusive Insights into Institutional Asset Trends
Performance & Analytics
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Performance & Analytics
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Additional
Resources
Contact
Confluence
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a Demo
Additional
Resources
Efficiency in the Aggregate: Why Private Wealth Managers Should Adopt Composites
Unlocking the Advantages of Composites and the GIPS® Standards
Why firms are struggling to meet the looming deadline on the SEC Marketing Rule and how they can accelerate compliance
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What We Do
Data-Driven Solutions
We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.