Performance Measurement & Attribution

Know not only how you’re doing, but why.

How can you better explain investment strategies and performance to clients, who are demanding greater transparency into their portfolios? Use SS&C’s powerful performance analysis solutions to calculate rates of return, attribution, composite returns, and ex-post risk measures.

Performance measurement: Calculate portfolio performance down to the security level following a wide variety of methodologies across any asset class or currency. 

Performance 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.

Composite creation and management: Automate the creation, calculation, maintenance and reporting of composites to stay in compliance with GIPS guidelines. 

Performance reporting: Share critical investment insight through intuitive, role-based web dashboards and fully customizable, automated client reports.

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.