Second Notification Icon
Amid this period of unprecedented change, with the potential for further market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.
Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

About Broadridge

White Paper

Retooling the Investment Management Industry’s Performance Yardstick for New Realities

Performance has always been the industry’s yardstick for measuring investment effectiveness.


Whether for a single security, a fund or portfolio, an asset class, a strategy, or for a firm-wide look, asset managers need to capture the right data and then accurately calculate, analyze and report on their performance and risk exposure.

This reality won’t change any time soon. What has changed; however, is the size, scope and complexity of the performance measurement task, and what it takes to manage performance effectively.

Many performance teams are straining under the weight of this ever-growing responsibility. In the past, these teams had fewer sources and far lower volumes of data. They could manage with siloed views of performance, had more time to produce reports, and fewer people to whom to send them.

Today performance teams are facing an entirely different task. To meet increasing front office demands, they need to provide near real-time reports that include performance and risk exposure analyses for all asset classes and across all customer types. They need to produce reports for various internal audiences and external constituencies, such as regulators. Then there is the need to do all of it quickly, accurately and cost-effectively – even though many teams are still using legacy systems and outdated tools.

In this paper, we highlight the growing criticality of performance reporting to an investment management firm’s operations and the changing demands on performance teams. We spotlight some of the more important and pressing challenges these teams are facing in today’s complex, global and rapidly evolving investment business landscape. Lastly, we outline how new technologies can help performance teams address and overcome their challenges, while positioning themselves for long-term success.

To read the full white paper, please complete the form below.

Download the full Report
lock.svg

Want to read the full report?Contact us about this topic

Your information will help us understand our readers and ensure that we create the hard-hitting subject matter that you need.

Complete the following form to request more information.

Contact us about this topic image Contact us about this topic image
Contact us about this topic image Contact us about this topic image

Welcome back, {firstName lastName}.

Not {firstName}? Clear the form.

Thank you for your inputs

The full content is available above. We will contact you soon.

Thank you .

We will contact you soon. Return to the top of the page.