Asset managers are under increased pressure to provide a more vibrant picture of past, present and future activity, with underlying data to support decisions made.
Combining risk and performance attribution analytics in a single view gives a much better picture to the front office.
Technology is now available that makes it possible to combine multi-asset class performance and risk analytics into a single system.
“The last two years have seen an extraordinary amount of change in the asset management industry. The industry’s ability to renew itself has never been more important.”
Automating process and using data just once - but for many purposes - is increasingly seen as the best way for asset managers to respond to the demand for 24/7 reporting capability.
Middle offices producing ad hoc reports based on data pulled in from disparate legacy systems still takes place. But, increasingly, this approach falls short of client and regulatory demand.
The Global Investment Performance Standards (GIPS) quite correctly point out that valuing the portfolio and calculating interim returns each time there is an external cash flow is the most accurate method...
Recent high profile cases in the press are highlighting the lack of oversight of funds within the investment community.
Stock- or security-level attribution is clearly required for “bottom-up” portfolio managers that are taking investment decisions at an individual security level.