Investment Performance Solutions

masonry-9-1-277x250

Performance Attribution

  • 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
masonry-8-277x250

Third Party Integrations

  • 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
home2-277x250

Performance Reporting

  • 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
masonry-10-277x320

Solution Approach

  • 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