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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.
Other Portfolio Management
Investment analytics platform with global database of managed investments, securities, indexes, and market data. Includes portfolio analysis tools, ESG data, risk metrics, and performance attribution.
Multi-asset class risk management platform that provides VaR analysis, stress testing, and scenario analysis. The solution covers equities, fixed income, FX, commodities, and derivatives, with both historical and Monte Carlo simulation methodologies.
Revolution
By: StatPro (part of Confluence)
https://www.confluence.com/platform/performance-analytics/
By: StatPro (part of Confluence)
https://www.confluence.com/platform/performance-analytics/
A cloud-based portfolio analysis platform providing performance measurement, attribution, risk analytics, and reporting. Offers fixed income, equity, and derivative analytics with flexible dashboards and customizable reports.
A performance attribution and analytics platform offering multi-factor analysis, returns-based and holdings-based attribution, risk decomposition, and style analysis. Provides extensive customization options and supports equity, fixed income, and balanced portfolios.
PEARL
By: Ortec Finance
https://www.ortecfinance.com/solutions/performance-measurement-and-attribution
By: Ortec Finance
https://www.ortecfinance.com/solutions/performance-measurement-and-attribution
A comprehensive performance measurement and attribution system supporting multi-asset class portfolios, customizable attribution models, and extensive reporting capabilities. Offers ex-post and ex-ante analysis, scenario analysis, and risk-adjusted performance metrics.
Style Analytics Portfolio Attribution
By: Style Analytics
https://www.styleanalytics.com/products/performance-attribution/
By: Style Analytics
https://www.styleanalytics.com/products/performance-attribution/
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.
This analysis tool assists in determining the impacts of various investment decisions on portfolio performance, focusing on areas like asset allocation and security selection.
Offering sophisticated performance attribution tools, it provides real-time analytics and comprehensive views of portfolio performance to enhance investment strategies.
SS&C Performance Attribution
By: SS&C Technologies Holdings Inc.
https://www.ssctech.com/solutions/portfolio-management/performance-attribution/
By: SS&C Technologies Holdings Inc.
https://www.ssctech.com/solutions/portfolio-management/performance-attribution/
Provides tools for performance measurement and attribution across portfolios, including customizable reporting capabilities. It helps investment managers analyze risk, performance drivers, and investment strategies effectively.
State Street Performance Analytics
By: State Street
https://www.statestreet.com/solutions/performance-analytics
By: State Street
https://www.statestreet.com/solutions/performance-analytics
A sophisticated analytics platform that helps in performance measurement and attribution. It provides detailed insights into performance drivers and aids in understanding risk and return relationships across portfolio holdings.
Eagle Performance
By: Eagle Investment Systems
https://www.eagleinvsys.com/solutions/performance-measurement/
By: Eagle Investment Systems
https://www.eagleinvsys.com/solutions/performance-measurement/
Performance measurement, equity and fixed income attribution, flexible calculation methodologies, GIPS compliance, detailed reporting and visualization.
Comprehensive portfolio analytics, performance measurement, Brinson attribution, contribution, peer group comparison, dashboard reporting.
Integrated performance measurement and attribution management for fund administrators and asset managers; equity and fixed income attribution, customizable models, robust reporting and workflow capabilities.