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Performance and Attribution

Get a more nuanced view of performance

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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
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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 and Combined Fund Performance Gross and Net 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 BI-SAM’s best-in-class B-One® performance calculation engine and underpinned by Broadridge’s market-leading technology platform
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How We Can Help

Empowering global investors

24/7
Service and support for multiasset class investors around the world.
$1T
Assets supported by Broadridge solutions.
“There is increasing demand for more extensive performance reporting and measurement without the need to significantly increase technology and operational support.”
Brian Crowley
Brian Crowley icon_social_linkedin
Head of Product Management - Investment Management, Reference Data and Risk Solutions
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