As sustainable finance disclosure regulations bring focus on ESG data and analytics, more data is becoming available for investors to assess companies’ performances. This in turn is placing additional pressure...

Portfolio return attribution has long been an important responsibility for asset managers, but it has become substantially more difficult in recent years, especially in the fixed income space. Spurred by two...

With the likes of Amazon, Google and Netflix transforming the way we go about our daily lives, the COVID-19 pandemic is the most recent reminder that in a self-service world, digital-savvy consumers expect...

Evaluating any type of vendor can be an onerous experience, but evaluating a performance measurement system can be especially burdensome. Whether it be calculation type availability, accuracy of returns or...

Whilst performance attribution plays a critical role in the analysis of any portfolio, calculating performance (which is a necessary input to this analysis) plays an equally important role.

It’s no stretch to say technology has become extremely important to the fixed income trader, especially technology that can help make sense of and glean insight out of the massive amount of data that exists in...

It’s essentially a fact of life: a massive volume of data flows through fixed income trading desks every day. But, despite the increasing influx of data, most portfolio managers still rely on manual, outdated...

It’s common for asset managers to communicate their expected return forecasts to clients, but less so their expected risk forecasts. We believe a key reason for this is that the language of risk and return are...

Look-through transparency for performance and risk-practical considerations, challenges, and opportunities

How the self-service revolution is making the middle office more efficient.