Performance Analytics

As wealth creation accelerates, demand for advice is on the rise. Every client has their own requirements. Each measures performance in terms of their own highly individualized goals. Active traders, self-directed validators and full-service investors—they all expect experiences tailored to their personal preferences for engagement and advice.

Performance On Demand

Deliver real-time performance and insights to advisors and their clients—in your preferred channel.

  • Analyze and report on performance at any interval you require—daily, monthly and quarterly.
  • Automatically calculate internal and time-weighted rates of return for both individual holdings and overall portfolios.
  • Meet today’s growing demands for print, mobile and tablet-enabled reporting.
  • Ensure that client data remains secure with advanced data encryption, user authentication and security technologies.
  • Scale to even the most active trading environments using an open, flexible architecture.

Broadridge’s flexible, ready-to-deploy performance solution makes it simple to set, measure and manage goals against any benchmark. Now you can spend more time addressing client needs and less time cleaning and verifying data. Easily create and customize reports to fit your brand, while providing the most advanced performance analytics.

Global Investment Performance Standards (GIPS). Consistent calculations include time and dollar weighted rates of return, as well as net and gross-of fees calculations at the asset, category, account, group and composite levels.

Customized Portfolio Views. A complete view of investors’ holdings and performance at the account, individual and household-level—including an option for held-away assets.

Flexible Goal-based Models. Performance measured by goals-based buckets to create a household asset allocation strategy that optimize investor outcomes.

Benchmark Performance Measurements. Assign individual benchmarks or use our blended benchmark functionality to construct benchmarks appropriate to portfolio strategies. Demonstrate value-added performance with side-by-side comparisons that show actual investor cash-flows-to-index performance.

Ex-Post Risk. Risk measures include Standard Deviation, Sharpe Ratio, Treynor Ratio, Alpha, Beta and R-squared.

Step up to evolving investor demands. Ensure your infrastructure is future-ready. Broadridge has earned the confidence of leading financial organizations with our ability to think proactively and act innovatively, while delivering scale, reliability and mission-critical functionality.

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