Performance & Analytics Solutions

Streamline portfolio performance and benchmark management with our enterprise solutions

What we do

OUR VALUE

Simplify measurement, enhance governance and access accurate insights across your portfolio books with one performance source, including returns, attribution, benchmark management and GIPS^® reporting.

How we help

SOLUTION HIGHLIGHTS

01

Comprehensive Performance & Risk Analytics

Track daily and monthly returns with precision. Access attribution and performance drivers across equity, fixed income and multi-asset strategies and evaluate key risk metrics such as volatility and Sharpe ratio on one platform.

02

Flexible Benchmark & Composite Management

Customize benchmarks, automate composite creation and streamline GIPS^®and compliance reporting to align with your strategies and regulatory requirements.

03

Strategic Integration

Drive growth and power insights, transparency and processes across your business through our collaborations with a broad network of data and analytics providers and hyperscalers, built to help you scale global markets and asset classes.

What we offer

PRODUCTS & SERVICES

Performance Measurement

Performance Attribution

Performance Book of Record (PBOR)

Gain a consolidated view of your investment data to help your teams make informed decisions and optimize performance.

Differentiate manager skill from market movements using equity, fixed income and multi-asset attribution models. Perform ad-hoc analyses to support client conversations and validate strategies in dynamic markets.

Centralize daily or monthly performance tracking across portfolios, asset classes and levels, from individual securities to entire books, in one hub with built-in audit trails, version control and data integrity.

What you gain

BENEFITS AT A GLANCE

Unify Your Performance Processes

Centralize your performance data on a single platform which helps improve accuracy, reduce risk and eliminate inefficiencies. Additional managed services can extend your capacity by handling data operations tasks.

Gain Clear Attribution Insights

Pinpoint whether returns come from market factors or manager skill. Use ad-hoc analysis to validate strategies and strengthen client conversations.

Empower Smarter Decisions with Reporting

Create tailored reports delivered via email or web portal. Support regulatory disclosures, marketing and client updates with dynamic visuals.

By the numbers

MARKET LEADERSHIP

For nearly three decades, we have been at the forefront of fintech innovation. As a leading provider of data, software and solutions, we power the operations of leading asset servicing providers and buy-side firms across the globe.