Generating a single copy of the data around performance attribution coupled with comprehensive analysis of risk, has become an essential capability for boutique asset managers.
Several key industry trends are driving this:
- A shift toward risk-factor based allocation approaches.
- Pressure from asset owners for a deeper understanding of both performance and risk profiles.
- The need to compete with higher performing investment strategies.
In this slideshare presentation we explore the issues: smaller asset management firms have a lot to gain from developing this capability; but they have less time to cross check and manually input data; they also have a smaller margin of error when verifying the data is correct.