Taken at face value, performance attribution is a backward-looking analysis that can only tell you where your returns have been generated. On the other hand, for sophisticated institutional ...

Join our hands-on workshop on Investment Performance Reporting, Equity Attribution, and Ex-Post Risk. Gain crucial skills in performance analysis, client reporting, and problem-solving. Ideal for ...

The performance of any fund is the outcome of the process that went behind managing the fund. A fund manager’s return performance can be gauged by the return of the fund vis-à-vis that of the ...

Investment Performance, Attribution and Risk are complex topics. Each includes concepts distinct from, for example, Investment Reporting, Accounting or Fund Pricing.

As an illustration, we consider two active funds within the large-cap category, Fund A and Fund B. We run a standard Brinson performance attribution analysis, which splits the active performance ...

With the ARGUS Intelligence Benchmark Manager add-on, investors now have access to a performance management solution that integrates cashflow modeling, scenario analysis, and market benchmarks. This ...

Only recently has technology made it possible to conduct decision attribution analysis on an ongoing basis in a reliable way. It’s particularly useful in a market like the current one: It helps ...

MSCI’s multi-asset class performance analytics models enable measurement, attribution, and appraisal of portfolio performance. Portfolio managers need actionable insights that explain their portfolios ...

The performance of any fund is the outcome of the process that went behind managing the fund. A fund manager’s return performance can be gauged by the return of the fund vis-à-vis that of the ...