Experience the smartest way to gain insight into your clients’ portfolios and capitalize on opportunities that would otherwise be missed.
Our multi-asset performance attribution tool, PFaroe Attribution, was designed with flexibility and scalability at its core, meaning it can easily be tailored to individual investment processes and to operate across multiple portfolios. Because the system offers different lenses through which to analyze the data, portfolio managers and operations teams can easily use the same platform, maximizing operational efficiency. In addition to analyzing performance of traditional factors, the system has the power to attribute ESG factors, thereby allowing the user to clearly understand their portfolio performance drivers and identify important trends.
Having a consistent but customizable view ensures a meaningful reflection of the investment strategy without the pain of reconciliation, and the close alignment of asset owner objectives with asset manager strategy over the long-term. And because the tool is real-time, as opposed to a rigid batch report run overnight, and designed for desktop and tablet devices, it allows the type of what-if analysis, collaboration and on-the-fly adjustment that yield better performance as well as eliminating the need for uncontrolled spreadsheets. The solution intelligently determines when data is incomplete and/or inaccurate and allows for multiple pricing engine options, providing better data quality and attribution results for the asset owner and improved insights across asset managers’ strategies.
All this means better insight, and therefore better decisions. For the asset owner, that translates to better performance, better matched to objectives. For the asset manager, that means better AUM retention and growth.
|Pension Plans||Endowments & Foundations||Consultants||Investment Managers|