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Investment Performance Solutions
Home Investment Performance Solutions - Architect & Implement solutions to bring Performance Attribution a reality to Institutional, Wealth and Private Equity Clients
- Customize in defining attribution structures (hierarchy) for portfolios with different mandates (benchmarks)
- Automate to generate large volumes of portfolios to meet client SLAs
- Attribution Engine to process hundreds of portfolios and generate results for daily, monthly and quarterly reporting needs
- Initial setup of a workable BI-SAM system tailored to Client data
- Data readiness rules around BI-SAM before triggering attribution calculations
- Integration of Java Framework to BI-SAM System for data loads and calculations
- Off-load results from BI-SAM for calculating aggregations and for mapping to business data
- New BI-SAM installation instances for various technical environments based on the pilot environment
- Standard / Custom Packages for Client’s to include various performance, allocation and attribution reports
- End to end solutions including scheduling, data readiness, calculations and aggregations to reports delivery and work flow management
- End to end solutions including scheduling, data readiness, calculations and aggregations to reports delivery and work flow management
- Expertise in reporting tool evaluation and selection
- Solution to include methodologies and automation with workflow
- Understand your business data
- Implement a pilot or proof of concept project
- Define reporting requirements
- Produce technical and detail designs
- Implementation and Testing
- Post Implementation and Training