at Financial Technnology Year
Please contact them if you have any questions.
pControl Performance & Attribution from Milestone Group
Modular platform providing end-to-end performance measurement, attribution, and analytics, supporting the product development lifecycle, benchmarking, and fund management reporting standards.
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.
More Product Performance Analytics
More Product Development & Management ...
Data Integration & Coverage
(9 Yes /9 Known /11 Possible features)
|
Multi-source Data Integration Ability to pull data from diverse sources (internal systems, third-party vendors, market feeds, etc.). |
Marketing materials and product documentation reference integration with data feeds, internal/external administrators, and market indices. | |
|
Benchmarks Database Access Availability of a broad library of industry standard and custom benchmarks. |
Product supports benchmarking against industry standards and custom benchmarks per the solution overview. | |
|
Peer Group Data Availability Access to robust peer group datasets for comparative analytics. |
Peer group construction and analytics (for peer group ranking and comparisons) are featured in product literature. | |
|
Auto Data Refresh Frequency How often the system refreshes underlying datasets automatically. |
No information available | |
|
Data Quality Checks Integrated rules and processes for ensuring completeness, accuracy, and consistency of data. |
The platform highlights data quality controls as part of its performance analytics workflow. | |
|
Historical Data Depth The maximum lookback period for analysis. |
No information available | |
|
Support for Custom Universes Ability to define and analyze custom groups for peer comparisons. |
Describes ability for users to define custom peer groups and subgroup analysis. | |
|
Currency Conversion Support Automatic data normalization across different base currencies. |
Supports funds in multiple currencies with currency normalization and FX attribution per product literature. | |
|
Data Export Options Formats and mechanisms provided for exporting underlying datasets. |
Export options to Excel, CSV, and API availability noted on the product page and factsheets. | |
|
API Availability Ability to access and integrate data via application programming interfaces. |
Open API and integration capabilities are highlighted as key platform features. | |
|
Support for Alternative Data Types Ability to handle non-traditional or alternative data (e.g., ESG, sentiment). |
Handles alternative data for ESG and custom data types, per whitepapers and product sheet. |
Performance Calculation Engine
(10 Yes /10 Known /11 Possible features)
|
Daily Performance Computation System can calculate and update returns and other metrics daily. |
Supports daily performance calculations, with daily-traded portfolio example in the documentation. | |
|
IRR/XIRR Support Internal Rate of Return and Extended Internal Rate of Return calculations available. |
Product factsheet lists IRR/XIRR support among supported return metrics. | |
|
Risk-adjusted Metrics Ability to generate Sharpe ratio, Sortino, Information Ratio, and similar statistics. |
Sharpe ratio, Sortino, Information Ratio, and other risk-adjusted metrics are available. | |
|
Alpha/Beta Computation System computes alpha and beta relative to chosen benchmarks. |
Alpha/beta calculations against user-selected benchmarks are described in analytics workflow. | |
|
Attribution Analysis Supports decomposition of performance by factors, sector, region, etc. |
Supports performance attribution including factors, region, sector, and custom views. | |
|
Time-weighted vs. Money-weighted Returns Ability to toggle and report both types of returns. |
Reports both time-weighted and money-weighted returns, based on GIPS compliance statement. | |
|
Rolling Period Analytics Run analytics over customizable rolling windows. |
Analytics over user-defined rolling periods mentioned as a reporting feature. | |
|
Out/Underperformance Calculation System calculates performance relative to benchmarks. |
Product calculates over- and underperformance vs. benchmarks, shown in product screenshots. | |
|
Peer Percentile Rankings System ranks products against peer universes over multiple periods. |
Publishes peer percentile rankings and quartile rankings on product factsheets. | |
|
Custom Formula Support Users can create and run custom calculation formulas. |
Supports user-configurable formulas for bespoke performance and attribution calculations. | |
|
Computation Speed Average time to compute and display results for a portfolio. |
No information available |
Benchmark & Peer Group Management
(7 Yes /7 Known /10 Possible features)
|
Custom Benchmark Construction Ability to blend indices or instruments to create bespoke benchmarks. |
Custom benchmark configuration and composite blending described throughout documentation. | |
|
Dynamic Benchmark Rebalancing Benchmarks can be rebalanced automatically or on-demand. |
Enables regular/automatic rebalancing of custom benchmarks per admin controls. | |
|
Peer Group Customization Users can define and maintain custom peer groups. |
Allows users to create and maintain custom peer groups, noted in the feature matrix. | |
|
Automated Benchmark Updates System updates benchmark constituents and weights automatically. |
Automated benchmark constituent updates indicated by benchmark management module overview. | |
|
Fee-adjusted Peer Comparison Peer performance can be computed net of fees. |
Peer comparison can be fee-adjusted; net-of-fee and gross-of-fee analytics supported. | |
|
Multi-benchmark Analysis System supports comparing products against multiple benchmarks in parallel. |
Supports multi-benchmark analytics, e.g., performance versus multiple indices concurrently. | |
|
Benchmark Data Granularity Frequency of available benchmark data (e.g. daily, monthly, quarterly). |
No information available | |
|
Peer Universe Size Number of peers available for comparison within the system. |
No information available | |
|
Peer Group Data Provider Coverage Number of supported peer group data sources/providers. |
No information available | |
|
Governance Controls for Group Changes Ability to restrict or log changes to benchmark or peer group definitions. |
Changes to peer groups and benchmarks are logged or management-controlled (per compliance statement). |
Visualization & Reporting
(9 Yes /9 Known /11 Possible features)
|
Customizable Dashboards Users can design and configure dashboards to highlight relevant analytics. |
Product provides customizable dashboards for analytics and reporting, per both web and PDF collateral. | |
|
Time Series Charting Displays portfolio, benchmark, and peer performance over time. |
Time series visualization and charting are a standard part of its reporting suite. | |
|
Attribution Waterfall Visualization Visual breakdown of performance impact by segment or factor. |
Attribution waterfall and visual factor breakdowns displayed in product literature. | |
|
Export to PDF/Excel/PowerPoint Output charts and tables to common report formats. |
Exports to PDF, Excel and PowerPoint are supported for client and regulatory reporting. | |
|
White-labeling Ability to customize branding and layout for client-facing reports. |
Supports configurable white-labeling per client (brand/logos on reports). | |
|
Drill-down Analytics Users can interactively drill into performance drivers by factor or security. |
Analytic drill-downs to underlying sources/factors supported (fund, sector, security-level breakdowns). | |
|
Scheduled Report Distribution Automated preparation and distribution of recurring reports. |
Supports scheduled reporting/distribution, as described in client reporting automation features. | |
|
Heatmaps and Distribution Plots Visuals for single period or cross-sectional product/peer analytics. |
Provides heatmaps and distribution plots for peer comparison. | |
|
Interactive Filtering Dashboards can be filtered in real time by date range, currency, etc. |
Interactive filtering for dashboards and custom analytics windows described. | |
|
Data Annotation Capability Users can add notes, comments, or flags to charts and tables. |
No information available | |
|
Real-time Visualization Updates Charts and tables refresh live with new data inputs. |
No information available |
Performance Attribution Analysis
(9 Yes /9 Known /10 Possible features)
|
Multi-level Attribution Attribution by asset class, sector, region, security, or custom grouping. |
Multi-level attribution (asset class, sector, region, security) is described in platform documentation. | |
|
Factor-based Attribution Analyzes performance drivers by exposures to macro/micro factors (style, credit, ESG, etc.). |
Factor-based attribution described for equities, fixed income, and ESG factors. | |
|
Currency Attribution Ability to isolate impact of currency movements on returns. |
Currency attribution is part of multi-currency fund support and attribution modules. | |
|
Excess Return Decomposition Breakdown of out(under)performance by sources. |
Excess return decomposition and sources of out/underperformance breakdowns are visualized. | |
|
Drill-through to Holding Level Trace attribution results from top-level to individual securities. |
Drill-through available down to individual holdings/security level in attribution results. | |
|
Maturity/Sector Attribution for FI Attribution modules tailored for fixed income portfolio analytics. |
Dedicated fixed income attribution modules, including maturity and sector attribution. | |
|
Interaction Effect Calculation Explicit calculation of the interaction term in multi-factor attribution. |
No information available | |
|
Integrated Contribution Charts Visual representation of positive/negative contributors. |
Contribution charts for positive/negative performance contributors are standard outputs. | |
|
Look-through Attribution Attribution analyzes holdings within nested structures (fund-of-funds, wrappers). |
Look-through attribution supported, as the system handles fund-of-funds and nested wrappers. | |
|
Scenario Attribution Tools Enables hypothetical or 'what if' attribution analysis. |
Scenario/testing tools for hypothetical attribution are described (what-if analysis). |
Product Comparison & Positioning
(9 Yes /9 Known /10 Possible features)
|
Multi-product Comparison Side-by-side comparison of multiple products, portfolios, and benchmarks. |
Multi-product, portfolio, and benchmark comparisons supported. | |
|
Peer Ranking Metrics Automatically ranks products on alpha, information ratio, fees, and other attributes. |
Peer ranking on standard and custom metrics, including risk/return, listed as a feature. | |
|
Performance Quartile/Decile Splits Highlights quartile or decile peer group standings for single or multi periods. |
Quartile and decile rankings visualized, shown in screenshots. | |
|
Risk Statistic Comparison Compares stdev, tracking error, downside risk, etc. across products. |
Comparison of risk statistics (e.g., standard deviation, tracking error) available. | |
|
Return Deviation Alerts Automatic flagging of statistically significant out/underperformance. |
Automated return deviation alerts can be configured; event-driven notification system mentioned. | |
|
Peer Group Custom Filters Filter and compare products with custom peer screens (region, strategy, etc.). |
Custom peer filters for reporting and analytics of subsets (e.g., by region, strategy). | |
|
Comparative Style Mapping Maps products to style or strategy categories for peer relevance. |
Supports style mapping and classification as part of performance and peer group analytics. | |
|
Marketing Tear-sheets Generation Automatically produces client-ready factsheets for product positioning. |
Client factsheets and marketing tear-sheets generated automatically. | |
|
Highlight Outliers & Unique Selling Points Automatically detects and surfaces differentiators for marketing. |
No information available | |
|
ESG/Responsible Investing Rankings Provides ESG or sustainability scores for competitive positioning. |
Product supports ESG data analytics and ratings as a differentiator in comparison reporting. |
User Experience & Workflow
(10 Yes /10 Known /10 Possible features)
|
Intuitive User Interface Interface is easy to navigate and use for a variety of personas. |
Described as having intuitive, configurable interface for investment, risk, and product staff. | |
|
Search & Filter Tools Fast search, sorting, and filtering of portfolios and datasets. |
Search, sorting, and filtering tools available for datasets and report outputs. | |
|
Saved Views & Templates Ability to bookmark or template key report configurations. |
Supports saving report templates and configurations as part of workflow. | |
|
Multi-user Collaboration Enables team collaboration (comments, shared access, approval workflows). |
Multi-user collaboration enabled, with workflow tracking, approvals, and shared workspaces. | |
|
In-app Notifications & Alerts The system can send event-based alerts within the application. |
Alerting via in-app notifications described for exception and workflow triggers. | |
|
Mobile Device Support Optimized or native access through mobile devices. |
Web portal is mobile-responsive and supports mobile browser access. | |
|
User Role & Permission Management Supports granular access and edit controls by user or group. |
User and role-based access/permission management a key compliance feature. | |
|
Bulk Upload/Download of Data Ability to quickly upload or download large datasets/files. |
Bulk upload/download processes described for large files and data import/export. | |
|
Integration with Productivity Tools Ability to connect with email, chat, or workflow management apps. |
Connects with productivity tools such as email approvals and workflow tools (per workflow automation docs). | |
|
Custom Workflows Ability to configure stepwise processes for analytics reviews, approvals, or marketing. |
Allows configuration of custom stepwise processes for analytics reviews and marketing reporting. |
Scalability & System Performance
(5 Yes /5 Known /10 Possible features)
|
Concurrent User Support Maximum number of users that can access the system simultaneously without performance degradation. |
No information available | |
|
Large Dataset Handling Ability to efficiently process analytics on very large portfolios or long data histories. |
The system is able to handle large portfolios and datasets, noted as a major platform benefit. | |
|
System Uptime Guaranteed percentage of time system is operational during business hours. |
No information available | |
|
Cloud Deployment Options Availability of cloud-native or hosted delivery configurations. |
Available as SaaS/cloud-native deployment (see 'Platform' and 'Cloud Solutions' sections). | |
|
Performance Latency Typical wait time for key analytic processes to complete at normal load. |
No information available | |
|
On-demand Processing Scalability System can dynamically allocate more resources to large/complex requests. |
Can allocate resources as required for large jobs, supporting dynamic/on-demand scaling. | |
|
Batch Processing Speed How quickly the system processes batch analytics jobs. |
No information available | |
|
Automatic System Scaling Automatically increases resources to meet higher usage or data loads. |
Platform auto-scales (cloud-native) for higher data volumes and concurrent use. | |
|
Disaster Recovery Readiness Ability to restore system and data quickly after an outage. |
Disaster recovery and backup/restore protocols described in technical product collateral. | |
|
API Throughput Number of successful API requests the system can handle per second. |
No information available |
Compliance & Audit
(10 Yes /10 Known /10 Possible features)
|
Comprehensive Audit Trails All changes to calculations, configurations, and data are logged with user/time stamps. |
Comprehensive audit trails/logging available for all configuration and data changes. | |
|
Automated Compliance Checks System runs checks for relevant investment restrictions or policies (e.g., GIPS). |
Automated compliance checks for GIPS and other investment policies are part of the solution. | |
|
Role-based Access Controls Granular controls to limit data and feature access based on role. |
Granular, role-based access controls described for data, functions, and workflow tasks. | |
|
End-to-end Data Lineage Tracking Ability to trace any metric or report back through all underlying data sources and transformations. |
Detailed data lineage from report to source data is cited as key differentiator. | |
|
Report Versioning & Approval Maintains prior versions and approval history of externally distributed reports. |
Supports report versioning, approval workflows, and audit histories for reporting. | |
|
Data Retention Policy Support Supports configurable retention periods for audit and compliance data. |
Enforces data retention periods for compliance audit data, configurable by organization. | |
|
Regulator-ready Exports Produces outputs suitable for submission to regulatory bodies. |
Regulator-ready export templates and data formats available as part of reporting modules. | |
|
Sensitive Data Masking Automatically obfuscates or redacts sensitive data elements as needed. |
Sensitive data masking (PII, trade secrets) enforced in reporting and API access. | |
|
Integrated Compliance Workflow Workflows guide users through compliance-related analytic processes. |
Compliance workflows integrated for relevant fund and performance reporting checks. | |
|
Certification Support System can help with GIPS, PRIIPs, or similar certifications. |
Assistance for GIPS and similar certifications described in product guidance. |
Security & Data Protection
(9 Yes /9 Known /10 Possible features)
|
Data Encryption at Rest All datasets encrypted on disk/storage. |
Platform meets enterprise security standards, including data encryption at rest. | |
|
Data Encryption in Transit All data flows encrypted between systems and users. |
All transmission between users and system encrypted (SSL/TLS); cited in IT security summary. | |
|
Multi-factor Authentication Strong authentication required for user access. |
Multi-factor authentication enforced for privileged and remote access. | |
|
Single Sign-on Integration Supports secure sign-in through SSO providers. |
SSO support is available for enterprise deployment per technical FAQ. | |
|
Granular Permissions Access can be specified by product, report, or function. |
Granular permissioning to datasets, reports, and workflow is a built-in feature. | |
|
Regular Vulnerability Testing System is proactively scanned for potential security gaps. |
Subject to regular vulnerability and penetration testing per vendor's compliance statement. | |
|
Data Backup Frequency Frequency at which all analytics and reports are securely backed up. |
No information available | |
|
Intrusion Detection Monitors for and alerts upon unauthorized access attempts. |
Security and compliance features include intrusion detection and suspicious activity alerts. | |
|
User Activity Monitoring Tracks and reviews user activity for suspicious behavior. |
Monitors and audits all user activity for anomalies, highlighted in security features. | |
|
Secure API Access APIs are protected with encryption and authentication. |
Secure API authentication and encryption stated as default for third-party/system integration. |
Customizability & Extensibility
(9 Yes /9 Known /10 Possible features)
|
Custom Report Builder Advanced interface for designing custom reports, layouts, and analytics dashboards. |
Advanced custom report builder available for both analytics and client output. | |
|
Custom Metrics/Formulas Support Create, save, and reuse proprietary metrics, calculations, or modeling approaches. |
Users can define/save custom metrics and calculation formulas. | |
|
Integration with Other Analytics Tools Ability to plug into BI, statistical, or quantitative analysis environments (e.g. Tableau, Python, R). |
Platform can integrate with BI and analytic environments such as Python, R, and Tableau. | |
|
Open API for Extension Rich, documented API enabling integrations and new feature development. |
APIs are rich, documented, and designed for extensibility and new integration. | |
|
White-label Portal Options Fully custom branding and client-facing experience. |
White-label portal customizations available for client- and brand-specific portals. | |
|
Custom Workflow Automation Ability to automate unique product approval, review, or marketing flows. |
Workflow automation for product review, analytics, and marketing processes supported. | |
|
Support for Plug-ins/Add-ons Users or third parties can extend platform via plugins or add-ons. |
No information available | |
|
Flexible Data Model Underlying data model can accommodate new instruments, attributes, hierarchies. |
Flexible data model supports custom instruments, attributes, and hierarchies. | |
|
Custom Alert Triggers Users can define unique conditions to trigger alerts or workflows. |
Users can define custom triggers and alerts based on unique analytics flags. | |
|
Multiple Language/Regional Support Interface available in additional languages and regional formats. |
Multi-language and regional support offered for global clients. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.