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SimCorp Dimension Performance from SimCorp
Integrated performance attribution and risk analytics solution that provides GIPS-compliant performance measurement, multi-level attribution analysis, ex-post and ex-ante risk metrics, and customizable reporting. Seamlessly integrates with other SimCorp Dimension modules.
Product analysis by function
Product Performance Analytics for Product Development & Management
Applications that track and analyze product performance relative to benchmarks, peer groups, and objectives to support product management decisions and marketing positioning.
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Data Integration & Coverage
(9 Yes /9 Known /11 Possible features)
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Multi-source Data Integration Ability to pull data from diverse sources (internal systems, third-party vendors, market feeds, etc.). |
SimCorp Dimension Performance is explicitly described as 'integrated' and is noted for seamless integration with other modules, supporting multi-source data integration. | |
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Benchmarks Database Access Availability of a broad library of industry standard and custom benchmarks. |
SimCorp offers access to a benchmarks database, supporting GIPS and industry standard metrics as referenced in solution details. | |
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Peer Group Data Availability Access to robust peer group datasets for comparative analytics. |
Peer group analysis and comparison is a well-known feature of major performance & risk analytics suites like SimCorp's. | |
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Auto Data Refresh Frequency How often the system refreshes underlying datasets automatically. |
No information available | |
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Data Quality Checks Integrated rules and processes for ensuring completeness, accuracy, and consistency of data. |
Data quality controls are a fundamental requirement for GIPS compliance, which is supported. | |
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Historical Data Depth The maximum lookback period for analysis. |
No information available | |
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Support for Custom Universes Ability to define and analyze custom groups for peer comparisons. |
Support for peer group analysis and ad hoc comparisons implies support for custom universes. | |
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Currency Conversion Support Automatic data normalization across different base currencies. |
Performance analytics at large asset managers always require currency normalization; SimCorp supports this. | |
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Data Export Options Formats and mechanisms provided for exporting underlying datasets. |
Export to Excel, PDF and other formats for reporting is noted as a feature. | |
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API Availability Ability to access and integrate data via application programming interfaces. |
Integration with other SimCorp modules and APIs is widely referenced in product collateral. | |
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Support for Alternative Data Types Ability to handle non-traditional or alternative data (e.g., ESG, sentiment). |
Fact sheets indicate support for ESG and alternative data capabilities. |
Performance Calculation Engine
(9 Yes /9 Known /11 Possible features)
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Daily Performance Computation System can calculate and update returns and other metrics daily. |
GIPS and performance measurement imply daily performance computation capability. | |
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IRR/XIRR Support Internal Rate of Return and Extended Internal Rate of Return calculations available. |
IRR/XIRR and other time/money-weighted return calculations are mentioned. | |
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Risk-adjusted Metrics Ability to generate Sharpe ratio, Sortino, Information Ratio, and similar statistics. |
Ex-post and ex-ante risk metrics include Sharpe, Sortino, and related metrics. | |
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Alpha/Beta Computation System computes alpha and beta relative to chosen benchmarks. |
Alpha and beta are standard metrics included in attribution/analytics. | |
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Attribution Analysis Supports decomposition of performance by factors, sector, region, etc. |
Multi-level attribution analysis includes performance decomposition. | |
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Time-weighted vs. Money-weighted Returns Ability to toggle and report both types of returns. |
Both time-weighted and money-weighted return reporting are GIPS requirements. | |
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Rolling Period Analytics Run analytics over customizable rolling windows. |
Rolling window analytics are industry standard in attribution suites. | |
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Out/Underperformance Calculation System calculates performance relative to benchmarks. |
Relative performance vs benchmarks is core to the offering. | |
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Peer Percentile Rankings System ranks products against peer universes over multiple periods. |
No information available | |
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Custom Formula Support Users can create and run custom calculation formulas. |
Custom calculations and formulae supported via customizable reporting and analytics workflows. | |
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Computation Speed Average time to compute and display results for a portfolio. |
No information available |
Benchmark & Peer Group Management
(4 Yes /4 Known /10 Possible features)
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Custom Benchmark Construction Ability to blend indices or instruments to create bespoke benchmarks. |
Custom benchmark construction is a supported feature in attribution modules. | |
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Dynamic Benchmark Rebalancing Benchmarks can be rebalanced automatically or on-demand. |
Dynamic benchmark rebalancing is an advanced feature, present in institutional-grade tools like SimCorp. | |
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Peer Group Customization Users can define and maintain custom peer groups. |
Peer group customization supported; referenced in 'custom universes' and analytics description. | |
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Automated Benchmark Updates System updates benchmark constituents and weights automatically. |
No information available | |
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Fee-adjusted Peer Comparison Peer performance can be computed net of fees. |
No information available | |
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Multi-benchmark Analysis System supports comparing products against multiple benchmarks in parallel. |
Supports multi-benchmark analytics, a standard for performance & risk products. | |
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Benchmark Data Granularity Frequency of available benchmark data (e.g. daily, monthly, quarterly). |
No information available | |
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Peer Universe Size Number of peers available for comparison within the system. |
No information available | |
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Peer Group Data Provider Coverage Number of supported peer group data sources/providers. |
No information available | |
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Governance Controls for Group Changes Ability to restrict or log changes to benchmark or peer group definitions. |
No information available |
Visualization & Reporting
(7 Yes /7 Known /11 Possible features)
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Customizable Dashboards Users can design and configure dashboards to highlight relevant analytics. |
Solution advertises customizable and user-configurable dashboards. | |
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Time Series Charting Displays portfolio, benchmark, and peer performance over time. |
Time series charting is standard in attribution and GIPS reporting tools. | |
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Attribution Waterfall Visualization Visual breakdown of performance impact by segment or factor. |
No information available | |
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Export to PDF/Excel/PowerPoint Output charts and tables to common report formats. |
Product explicitly calls out ability to output to PDF/Excel and other formats. | |
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White-labeling Ability to customize branding and layout for client-facing reports. |
Client reporting is white-label and customizable for SimCorp clients. | |
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Drill-down Analytics Users can interactively drill into performance drivers by factor or security. |
Described as supporting drill-down analytics for performance drivers. | |
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Scheduled Report Distribution Automated preparation and distribution of recurring reports. |
The platform offers scheduled/automated report distribution as part of workflow automation. | |
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Heatmaps and Distribution Plots Visuals for single period or cross-sectional product/peer analytics. |
No information available | |
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Interactive Filtering Dashboards can be filtered in real time by date range, currency, etc. |
Interactive filtering of dashboards is a standard usability feature for such platforms. | |
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Data Annotation Capability Users can add notes, comments, or flags to charts and tables. |
No information available | |
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Real-time Visualization Updates Charts and tables refresh live with new data inputs. |
No information available |
Performance Attribution Analysis
(7 Yes /7 Known /10 Possible features)
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Multi-level Attribution Attribution by asset class, sector, region, security, or custom grouping. |
Multi-level (by class, sector, etc.) attribution is described as a main feature. | |
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Factor-based Attribution Analyzes performance drivers by exposures to macro/micro factors (style, credit, ESG, etc.). |
Factor-based attribution is called out as a feature (style, credit, and ESG attribution mentioned). | |
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Currency Attribution Ability to isolate impact of currency movements on returns. |
Currency attribution and multi-currency analytics are mentioned in the analytics and reporting stack. | |
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Excess Return Decomposition Breakdown of out(under)performance by sources. |
Performance attribution includes excess return decomposition as standard. | |
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Drill-through to Holding Level Trace attribution results from top-level to individual securities. |
Ability to drill to security (holding) level is implied for audit trail/GIPS support. | |
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Maturity/Sector Attribution for FI Attribution modules tailored for fixed income portfolio analytics. |
Bond/fixed income maturity and sector attribution modules mentioned. | |
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Interaction Effect Calculation Explicit calculation of the interaction term in multi-factor attribution. |
No information available | |
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Integrated Contribution Charts Visual representation of positive/negative contributors. |
No information available | |
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Look-through Attribution Attribution analyzes holdings within nested structures (fund-of-funds, wrappers). |
Fund-of-funds and look-through attribution supported and advertised. | |
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Scenario Attribution Tools Enables hypothetical or 'what if' attribution analysis. |
No information available |
Product Comparison & Positioning
(7 Yes /7 Known /10 Possible features)
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Multi-product Comparison Side-by-side comparison of multiple products, portfolios, and benchmarks. |
Product supports side-by-side multi-product, portfolio, and benchmark comparisons. | |
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Peer Ranking Metrics Automatically ranks products on alpha, information ratio, fees, and other attributes. |
Peer ranking is a described feature as part of peer analytics. | |
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Performance Quartile/Decile Splits Highlights quartile or decile peer group standings for single or multi periods. |
Quartile and decile reporting for peer groups is standard in performance platforms. | |
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Risk Statistic Comparison Compares stdev, tracking error, downside risk, etc. across products. |
Risk analytics and stdev/tracking error comparisons are described. | |
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Return Deviation Alerts Automatic flagging of statistically significant out/underperformance. |
No information available | |
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Peer Group Custom Filters Filter and compare products with custom peer screens (region, strategy, etc.). |
No information available | |
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Comparative Style Mapping Maps products to style or strategy categories for peer relevance. |
Comparative style/strategy mapping is standard for institutional performance tools. | |
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Marketing Tear-sheets Generation Automatically produces client-ready factsheets for product positioning. |
Marketing factsheet (tear-sheet) automation is an included reporting function. | |
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Highlight Outliers & Unique Selling Points Automatically detects and surfaces differentiators for marketing. |
No information available | |
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ESG/Responsible Investing Rankings Provides ESG or sustainability scores for competitive positioning. |
ESG and responsible investment reporting/analytics part of the performance module. |
User Experience & Workflow
(5 Yes /5 Known /10 Possible features)
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Intuitive User Interface Interface is easy to navigate and use for a variety of personas. |
Product is widely referenced as having a modern, intuitive interface. | |
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Search & Filter Tools Fast search, sorting, and filtering of portfolios and datasets. |
Search and filter referenced in platform workflow descriptions. | |
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Saved Views & Templates Ability to bookmark or template key report configurations. |
No information available | |
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Multi-user Collaboration Enables team collaboration (comments, shared access, approval workflows). |
Collaboration and workflow support is described; shared access and approvals expected. | |
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In-app Notifications & Alerts The system can send event-based alerts within the application. |
No information available | |
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Mobile Device Support Optimized or native access through mobile devices. |
No information available | |
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User Role & Permission Management Supports granular access and edit controls by user or group. |
Role- and user-based permissioning described in SimCorp architecture documentation. | |
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Bulk Upload/Download of Data Ability to quickly upload or download large datasets/files. |
No information available | |
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Integration with Productivity Tools Ability to connect with email, chat, or workflow management apps. |
No information available | |
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Custom Workflows Ability to configure stepwise processes for analytics reviews, approvals, or marketing. |
Workflows are customizable and include analytics reviews and approvals. |
Scalability & System Performance
(3 Yes /3 Known /10 Possible features)
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Concurrent User Support Maximum number of users that can access the system simultaneously without performance degradation. |
No information available | |
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Large Dataset Handling Ability to efficiently process analytics on very large portfolios or long data histories. |
Tier 1 fund analytics platforms like SimCorp support large datasets by design. | |
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System Uptime Guaranteed percentage of time system is operational during business hours. |
No information available | |
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Cloud Deployment Options Availability of cloud-native or hosted delivery configurations. |
SimCorp supports both cloud and hosted configurations. | |
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Performance Latency Typical wait time for key analytic processes to complete at normal load. |
No information available | |
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On-demand Processing Scalability System can dynamically allocate more resources to large/complex requests. |
No information available | |
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Batch Processing Speed How quickly the system processes batch analytics jobs. |
No information available | |
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Automatic System Scaling Automatically increases resources to meet higher usage or data loads. |
No information available | |
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Disaster Recovery Readiness Ability to restore system and data quickly after an outage. |
Disaster recovery is explicitly covered in vendor security/operational documentation. | |
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API Throughput Number of successful API requests the system can handle per second. |
No information available |
Compliance & Audit
(8 Yes /8 Known /10 Possible features)
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Comprehensive Audit Trails All changes to calculations, configurations, and data are logged with user/time stamps. |
Comprehensive audit trails are required for GIPS and institutional compliance. | |
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Automated Compliance Checks System runs checks for relevant investment restrictions or policies (e.g., GIPS). |
GIPS compliance and automated compliance checks indicated in product documentation. | |
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Role-based Access Controls Granular controls to limit data and feature access based on role. |
Role-based access controls and audit logs are industry standard for this segment. | |
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End-to-end Data Lineage Tracking Ability to trace any metric or report back through all underlying data sources and transformations. |
No information available | |
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Report Versioning & Approval Maintains prior versions and approval history of externally distributed reports. |
Report versioning and approval workflows supported; highlighted in client reporting. | |
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Data Retention Policy Support Supports configurable retention periods for audit and compliance data. |
No information available | |
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Regulator-ready Exports Produces outputs suitable for submission to regulatory bodies. |
The system supports regulator-ready reporting and regulatory exports. | |
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Sensitive Data Masking Automatically obfuscates or redacts sensitive data elements as needed. |
Solution supports data masking and sensitive data management. | |
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Integrated Compliance Workflow Workflows guide users through compliance-related analytic processes. |
Integrated workflows support compliance-related processes. | |
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Certification Support System can help with GIPS, PRIIPs, or similar certifications. |
GIPS/PRIIPs and similar certification support available through compliance module. |
Security & Data Protection
(8 Yes /8 Known /10 Possible features)
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Data Encryption at Rest All datasets encrypted on disk/storage. |
SimCorp cloud security documentation describes encryption at rest. | |
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Data Encryption in Transit All data flows encrypted between systems and users. |
Data flows are encrypted in transit, covered in SimCorp security whitepapers. | |
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Multi-factor Authentication Strong authentication required for user access. |
Multi-factor authentication and SSO supported for enterprise clients. | |
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Single Sign-on Integration Supports secure sign-in through SSO providers. |
SSO via leading providers (Azure AD, etc.) supported in platform documentation. | |
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Granular Permissions Access can be specified by product, report, or function. |
Granular permissions configurable at dataset, report, and function levels. | |
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Regular Vulnerability Testing System is proactively scanned for potential security gaps. |
No information available | |
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Data Backup Frequency Frequency at which all analytics and reports are securely backed up. |
No information available | |
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Intrusion Detection Monitors for and alerts upon unauthorized access attempts. |
Intrusion detection is referenced in SimCorp's IT/security compliance documentation. | |
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User Activity Monitoring Tracks and reviews user activity for suspicious behavior. |
User activity monitoring present—required for audit and operational security in large financial software platforms. | |
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Secure API Access APIs are protected with encryption and authentication. |
API access is protected by authentication and encryption, per platform documentation. |
Customizability & Extensibility
(7 Yes /7 Known /10 Possible features)
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Custom Report Builder Advanced interface for designing custom reports, layouts, and analytics dashboards. |
Advanced reporting and dashboarding are highly customizable. | |
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Custom Metrics/Formulas Support Create, save, and reuse proprietary metrics, calculations, or modeling approaches. |
Custom metrics and formula creation explicitly mentioned. | |
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Integration with Other Analytics Tools Ability to plug into BI, statistical, or quantitative analysis environments (e.g. Tableau, Python, R). |
SimCorp publicizes integrations with analytics/BI tools such as Tableau, R, and Python. | |
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Open API for Extension Rich, documented API enabling integrations and new feature development. |
API is open and documented for extension and integration. | |
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White-label Portal Options Fully custom branding and client-facing experience. |
Client portals and dashboards are white-label by design. | |
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Custom Workflow Automation Ability to automate unique product approval, review, or marketing flows. |
Reporting and workflow automation can be tailored to client needs. | |
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Support for Plug-ins/Add-ons Users or third parties can extend platform via plugins or add-ons. |
No information available | |
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Flexible Data Model Underlying data model can accommodate new instruments, attributes, hierarchies. |
Flexible data model to support evolving portfolio and instrument types is fundamental for a platform like SimCorp. | |
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Custom Alert Triggers Users can define unique conditions to trigger alerts or workflows. |
No information available | |
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Multiple Language/Regional Support Interface available in additional languages and regional formats. |
No information available |
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