Performance Analysis

The demand for performance transparency from internal and external stakeholders has never been greater. You are being pressed by clients to produce increasingly granular information on-demand and regulators now mandate accurate and timely risk and performance metrics. Your middle office operations team needs a powerful solution to ease the administrative burden of performance analysis. Over 150 investment managers rely on SS&C’s performance analysis solutions to calculate rates of return, attribution, composite returns, and ex-post risk measures.

Performance measurement

You can calculate portfolio performance down to the security level following a wide variety of methodologies across any asset class or currency using our performance measurement solutions. LEARN MORE

Attribution

Our equity, fixed income, and user defined attribution methodologies enable you to assess the impact of your investment decisions across any asset class or investment strategy. LEARN MORE

Composites

Our solutions are purpose-built to automate the creation, calculation, maintenance, and reporting of composites to maintain compliance with GIPS guidelines. LEARN MORE

Performance reporting

We help you distribute critical investment insight through intuitive, role-based web dashboards and also through fully customizable, automated client reports. LEARN MORE

Ex-Post risk analysis

Using our ex-post risk functionality, you can better understand your rate of return by portfolio or asset class on a broad range of measures. LEARN MORE