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Style Analytics Portfolio Attribution from Style Analytics
A factor-based performance attribution system that enables investors to understand how factor exposures drive portfolio returns. Offers equity, fixed income, and multi-asset attribution, customizable factor models, and intuitive visualization tools.
Product analysis by function
Performance Attribution Systems for Portfolio Management
Solutions that analyze and decompose investment performance to identify sources of returns and attribution to specific investment decisions, sectors, or factors. These systems help portfolio managers understand drivers of performance and adjust strategies accordingly.
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Data Integration
(5 Yes /5 Known /10 Possible features)
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Multi-Source Data Ingestion Ability to import data from multiple custodians, fund administrators, market data vendors, and internal systems. |
Product documentation describes data ingestion from multiple sources, including custodians and market data vendors. | |
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Data Normalization Automatic harmonization of data formats and conventions across sources. |
Data is harmonized to support factor models and portfolio aggregation, implying normalization across sources. | |
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Real-Time Data Processing Support for processing data in real-time or near real-time for timely attribution. |
No information available | |
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Data Validation & Quality Checks Built-in rules and checks to identify, flag, and correct anomalies in portfolio, market, and reference data. |
No information available | |
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Corporate Actions Processing Automated adjustment and integration of corporate actions into datasets and performance calculations. |
No information available | |
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Flexible Data Mapping Customizable mapping interface to align system-required data fields with source fields. |
Customizable mapping needed for client-defined factor models suggests flexible data mapping is supported. | |
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Data History Support Ability to handle long-term historical datasets for back-testing and trend analysis. |
Back-testing and support for custom time periods require ability to handle long-term historical data. | |
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Data Upload Speed Rate at which the system can upload data files. |
No information available | |
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Automated Data Refresh Frequency How often data feeds can be automatically refreshed. |
No information available | |
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API Availability Provision of APIs for data integration with other platforms. |
Public documentation describes API availability for integration with client systems. |
Attribution Methodologies
(8 Yes /8 Known /12 Possible features)
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Multi-Level Attribution Analysis Support for total, top-down, bottom-up, Brinson, factor-based and hybrid attribution models. |
Supports multiple attribution models including Brinson, factor, and hybrid models. | |
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Custom Attribution Models User-defined and configurable attribution models to suit firm-specific requirements. |
Product offers user-defined factor models, which are customizable. | |
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Support for Equity Attribution Full implementation of equity return attribution methodologies. |
Supports equity attribution, as highlighted in main product positioning. | |
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Fixed Income Attribution Support for bond, credit, yield curve, spread, and duration-based attribution. |
Fixed income attribution mentioned as a fully supported feature. | |
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Multi-Asset Attribution Ability to handle portfolios with multiple asset classes and aggregate attribution results. |
Supports multi-asset attribution as a primary product attribute. | |
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Currency Attribution Measurement of the impact of currency selection and currency management on returns. |
No information available | |
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Leverage Attribution Extension to calculate the performance impacts of leverage and derivatives. |
No information available | |
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Look-Through Attribution Drill-down capability to underlying securities or funds (e.g., ETFs, mutual funds). |
Notes and product docs indicate drill-down to underlying securities and funds, including ETFs. | |
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Multi-Period Attribution Ability to aggregate and decompose performance over custom periods. |
Multi-period analysis and attribution supported, designed for trend analysis and decomposing performance. | |
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Residual Analysis Captures unexplained or residual returns for deeper investigation. |
Residual return analysis listed among functionality in technical documentation. | |
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Attribution Granularity Smallest possible granularity for reporting (e.g., sector, region, security). |
No information available | |
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Turnover Attribution Measures impact of trading activity on performance. |
No information available |
Accuracy and Calculation Quality
(0 Yes /0 Known /9 Possible features)
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GIPS Compliance Calculation methodologies are compliant with Global Investment Performance Standards (GIPS). |
No information available | |
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Reconciliation Tools Built-in reconciliation of position-level data with accounting, custody, and front-office records. |
No information available | |
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Audit Trail Complete logging of calculation steps and data changes for compliance and troubleshooting. |
No information available | |
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Error Margin Reporting Confidence intervals or error margins provided for attribution results. |
No information available | |
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Simultaneous Multi-Period Calculations Ability to perform calculations for multiple periods in parallel. |
No information available | |
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Customizable Holiday Calendars Allows choosing/defining holiday calendars for date-sensitive calculations. |
No information available | |
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Rounding & Precision Configuration Settings to control display and calculation precision for all outputs. |
No information available | |
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Comprehensive Error Logging Transparent description and reporting of calculation errors/warnings. |
No information available | |
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Calculation Speed Average time taken to process attribution calculations for a standard portfolio. |
No information available |
Reporting & Visualization
(6 Yes /6 Known /9 Possible features)
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Customizable Reports Editable and re-usable report templates matching branding and client needs. |
Product offers customizable and branded reporting templates. | |
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Dynamic Dashboards Interactive dashboards for slicing, dicing and visualizing attribution data. |
Interactive dashboards are prominently featured for visualization. | |
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Export Formats Ability to export results in PDF, Excel, CSV, PPT, and more. |
Export formats include PDF, Excel, CSV, and more. | |
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Automated Report Scheduling Set and schedule automatic delivery of periodic reports. |
Automated and scheduled reporting mentioned in platform features. | |
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Data Visualization Options Range of charts, heatmaps, tables, and graphs for intuitive results analysis. |
Product advertises a range of visualization types including heatmaps and graphs. | |
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Drill-Down & Drill-Through Users can explore attribution from high-level summaries to underlying security-level details. |
System supports drill-down and drill-through from top-level to security-level attributions. | |
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Multi-Language Reporting Display results in multiple languages based on client preferences. |
No information available | |
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Report Generation Speed Average time to generate a standard performance attribution report. |
No information available | |
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Accessibility Features Support for accessibility (e.g., screen readers, colorblind palettes) in all reports and dashboards. |
. | No information available |
User Access and Security
(1 Yes /1 Known /8 Possible features)
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Role-Based Access Controls Flexible user roles to control permissions for viewing or editing portfolios and reports. |
Role-based user management and permissioning listed in security section. | |
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Multi-Factor Authentication Extra layer of user authentication to prevent unauthorized access. |
No information available | |
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Single Sign-On Integration Integration with enterprise SSO solutions for ease and control. |
No information available | |
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Data Encryption (In Transit/At Rest) Encryption of sensitive data both during transfer and in storage. |
No information available | |
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User Activity Logging Comprehensive audit of user actions for compliance and oversight. |
No information available | |
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Granular Permission Levels Admin can specify permissions down to specific portfolios or systems. |
No information available | |
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Session Timeout Setting Adjustable session inactivity timeout for added security. |
No information available | |
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Number of Simultaneous Users Supported System’s capacity to serve multiple concurrent users without degradation. |
No information available |
Scalability & Performance
(0 Yes /0 Known /7 Possible features)
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Horizontal Scalability System accommodates increased loads by adding more servers or cloud resources. |
No information available | |
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Vertical Scalability Improved performance through hardware upgrades without architectural changes. |
No information available | |
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Automatic Load Balancing Dynamically balances system resources during high-activity periods. |
No information available | |
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Maximum Portfolio Size Largest supported portfolio (in number of securities) for accurate attribution. |
No information available | |
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Maximum Portfolios Supported Total portfolios the system can process in parallel. |
No information available | |
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Latency under Load Average response time when handling system’s maximum load. |
No information available | |
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Concurrent Calculations Capability Number of attribution calculations processed in parallel. |
No information available |
Automation & Workflow Management
(2 Yes /2 Known /6 Possible features)
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Automated Data Import Scheduled or event-driven import of data without manual intervention. |
Automated data import is a standard feature for clients using managed data feeds. | |
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Automated Exception Handling Systematic treatment of data or calculation issues with notification and escalation. |
No information available | |
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Workflow Customization Users can define, save, and manage custom workflows for their teams. |
Custom workflow creation and management referenced in product literature. | |
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Batch Processing Simultaneous execution of recurring calculations or reports for multiple portfolios. |
No information available | |
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Alerting & Notification Automated alerts for issues like data delays, reconciliation failures, or unusual results. |
No information available | |
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Workflow Audit and Tracking Complete history of all automated and manual process execution. |
No information available |
Compliance & Regulatory Support
(1 Yes /1 Known /5 Possible features)
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Regulatory Reporting Templates Built-in templates for regulatory and client reporting (UCITS, GIPS, MiFID II, etc). |
No information available | |
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Audit Readiness Capabilities to produce structured logs and documentation required for audits. |
Audit-readiness referenced in compliance and reporting product information. | |
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Regulatory Framework Updates Timely system updates when new rules apply to performance and attribution. |
No information available | |
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Data Retention Controls Ability to manage historical data storage per retention policies. |
No information available | |
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Client-Specific Compliance Configuration Tailoring outputs to unique compliance needs of clients. |
No information available |
Integration & Extensibility
(3 Yes /3 Known /6 Possible features)
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Open API Access Rich, documented APIs for data query, update, and systems integration. |
Open API access is publicly documented and marketed. | |
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Plugin Framework Support for firm-specific modules, custom analytics, or reporting plugins. |
No information available | |
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Bidirectional Data Flows Export and re-import enriched or augmented attribution data. |
No information available | |
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Integration with OMS/PMS Direct connection with Order Management and Portfolio Management Systems. |
Integration with PMS and OMS systems is explicitly mentioned. | |
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Third-Party Data Provider Integration Plug-and-play integration with major market and reference data vendors. |
Third-party data vendor integration such as FactSet and MSCI referenced in product demos. | |
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Webhooks / Event Hooks Trigger actions in other systems based on events in the attribution platform. |
No information available |
Client Support & Training
(2 Yes /3 Known /6 Possible features)
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Dedicated Account Management Each client has a dedicated manager or team for support and relationship management. |
Not as far as we are aware.* Support model is centralized; no mention of dedicated account management. | |
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24/7 Technical Support Round-the-clock support availability for critical issues. |
No information available | |
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Onboarding & Training Programs Structured onboarding, documentation, and in-person or online training. |
Onboarding and training referenced in customer materials and onboarding guides. | |
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Knowledgebase Access Comprehensive online documentation, FAQ, and tutorials. |
Comprehensive online documentation and FAQ available from vendor website. | |
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User Community Access to forums or user groups to share best practices. |
No information available | |
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Response Time SLA Guaranteed maximum initial response time for support requests. |
No information available |
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