Performance Attribution

We help clients build, and better communicate, their competitive proposition by aligning their processes with global performance attribution standards and best practice.

How Can We Help?

Investment Philosophy Evaluation

Performance measurement and attribution methodology is defined and implemented according to your specific requirements.

Data Management

Data cleansing and reconciliation, composite benchmark creation and maintenance, portfolio carveout creation and maintenance.

Implementation

This involves assessment, integration, validation, automation, system training and dedicated ongoing support when it is needed

Measurement

Quantifying the funds performance forms the basis for performance and attribution appraisal

Attribution

Finding the source, magnitude and significance of excess performance

Appraisal

Evaluating the investment performance and assessing the fund manager for future performance

Build and better communicate your competitive proposition

Our structured approach reduces the complexity associated with performance attribution engagements.

Our experienced team of buy-side consultants help investment managers go beyond simply calculating return metrics. We help clients uncover the less obvious sources of returns and understand their impact on fund performance. We help clients build, and better communicate, their competitive proposition by aligning their processes with global performance attribution standards and best practice.

The attribution framework solution depends on the investment mandate and should reflect the decision-making process of the investment team. Comprehensive performance evaluation provides feedback on the investment management process and fund manager performance – ensuring strict adherence to the fund investment objectives.

Other Services