Performance and Attribution

Get a more nuanced view of performance

Differentiate your investment offering with reporting and attribution tools that analyze performance from all angles. This customizable solution accommodates a wide range of measures, across multiple time periods, and integrates with existing accounting and client reporting platforms.

Performance attribution simplified

Gain real insight into what drives and detracts from your performance with attribution by sector, strategy or any segment you specify, as well as analysis by local currency versus FX impact.

Mobile and Tablet Compatible

Automatic Performance Updates

Integrates with Other Platforms

Customizable Time Periods

Multiple Performance and Ex-Post Risk Measures

An out-of-the box solution that's easy to customize

This turnkey solution integrates with existing software and displays performance metrics in summary grids and charts. Customize time periods, benchmarks, attribution and performance measures.

Product Specifications

Complete Set of Performance Analytics Tools

Fund-Level Net and Gross TWR plus Net IRR in up to 4 currencies
Asset-Level Performance - Computation of returns, weights and contributions at position-level
Market Segment Performance - Aggregation of position contributions by geography, strategy, sector and user-definable security attributes

Benchmark Comparison - Fund vs. benchmark performance charting and benchmark-relative excess return measures such as Excess Return Proportion
Fund Analytics - Standard Statistics, (Alpha, Beta, Volatility, Correlation, R-Squared), Standard Ratios (Sharpe, Sortino, Treynor, Jensen, Information Ratio) and more
Historic Performance Measurement - Import of historical accounting and benchmark data since inception

Advanced Performance Reporting

Standard Performance Reports - Presentation quality outputs for Fund vs. Benchmark, Performance by Segment, Best/Worst Performers and Contributors
Dashboard & Mobile Data Warehouse Reporting

The Value of Integration

Powered by the market-leading SaaS performance provider and calculation engine, and underpinned by Broadridge’s market-leading technology platform. Seamless performance platform integration with automated portfolio data upload and performance metrics download to Broadridge’s data warehouse to support the investment process and client reporting

See Product Specifications

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