Performance Measurement and Attribution: Incremental Progress
Report Summary
Performance Measurement and Attribution: Incremental Progress
Some performance teams are aligning with the front office and working toward intraday identification of return and exposure drivers.
London, 14 November 2018 – Performance measurement and attribution have evolved as a function, but many performance managers would likely admit that change has been incremental. Models and calculation methodologies have stayed relatively consistent, but what has changed is attributed to the gradual proliferation of new modern technologies and greater demands from internal and external clients for more frequent and granular analysis and reporting.
This report covers some of the trends in performance measurement that Aite Group identified via participation in the Performance Measurement Europe 2018 conference in London on 17 September 2018. It is also based on recently identified market practice changes and Aite Group conversations with buy-side institutions and technology vendors.
This 23-page Impact Note contains three figures and three tables. Clients of Aite Group’s Institutional Securities & Investments service can download this report, the corresponding charts, and the Executive Impact Deck.
This report mentions Barclays, BlackRock Solutions, BNY Mellon, CloudAttribution, Confluence, Eagle Investment Systems, FactSet, FIS, Linedata, MSCI, NeoXam, Opturo, Ortec Finance, RIMES Technology, RiskFirst, SimCorp, StatPro, and SS&C.