|
Providing detailed performance evaluation for superior private client reports
By Susanne Kukkuk, Business Analyst, Temenos
Today the ability to decompose and explain performance results is an important requirement for financial institutions to be competitive. With more internal and external regulatory pressures and increasingly savvy clients demanding more information on investment performance, portfolio managers need daily insight of profit and loss and performance according to business area, market, geography etc.
Performance attribution provides valuable insight into the sources of portfolio performance and is a useful tool to internally assess the investment decisions of portfolio managers. It...
|