Detailed performance analysis
Return compared to benchmarks is analysed based on benchmarks for individual asset classes or for the entire portfolio. User-defined benchmarks can also be built according to the company's allocation strategy or based on a combination of underlying indices. This allows easy tracking, analysis and reporting of the relative returns.
Attribution analysis can pinpoint returns in excess of benchmark and whether such excess returns are triggered by allocation, selection or interaction between the various asset classes. The system also calculates risk measures such as standard deviation, CAPM beta, information ratio, Sharpe Ratio, Tracking Error etc.
- Strategy Monitoring
- Risk Measures
- Benchmarking incl. User-Defined
- Attribution Analysis
- Stresstesting icl. Scr Calculations
We ignite financial, treasury & portfolio management
A user-friendly solution
The interface is intuitive, and the menus are tailored for your requirements and needs. The system is easy to understand and learn. Fully integrated with MS Office, you can easily export or link data to Excel or Power BI. The SQL database technology makes it easy to integrate with a Data Warehouse or BI-Solution. No installations are needed. The system is delivered in the cloud, as Software-as-a-Service (SaaS) and support is included.
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