Regulatory and client demand for greater transparency increasingly necessitates the difficult and costly implementation of performance measurement.
Boston, August 15, 2012 – A new report from Aite Group reviews leading vendors of performance measurement and attribution solutions. Based on data collected from 11 performance measurement vendors, the report highlights and compares the features of 13 products, paying special attention to their return calculation, attribution, risk measurement, and reporting capabilities.
Investment performance measurement systems provide return calculations and attribution information that adds transparency to transactions and strategies. Regulatory and client demand for greater transparency increasingly necessitates the difficult and costly implementation of these systems. Exponentially multiplying the challenges of such an implementation, managers who work with multiple asset classes may need to employ multiple systems; further, because these systems take input from portfolio accounting systems and multiple data feeds, firms must also contend with data quality. An understanding of the available solutions will help investment management firms select the appropriate technology for their business needs.
“In order to keep pace with requirements, it is of the utmost importance that performance measurement vendors stay a step ahead of new and pending regulations,” says Lyn Marcrum, senior analyst with Aite Group and author of this report. “To appeal to clients, vendors must be able to compete on cost, reporting flexibility, and systems interoperability."
The report profiles and compares performance measurement systems available from Advent, Base Two, Bi-Sam, DST Global Solutions, Eagle Investment Systems, InData, InvestEdge, Opturo, Ortec Finance, StatPro, and Thomson Reuters.
This 52-page Impact Report contains 24 figures and 16 tables. Clients of Aite Group’s Institutional Securities & Investments service can download the report.